The Elizabeth L Joksimovic Foundation

LAGUNA NIGUEL, CA EIN: 20-5704412

The Elizabeth L Joksimovic Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA NIGUEL, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $188K in total assets. In 2024, it awarded 3 grants totaling $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$188K

+8.9% YoY

Annual Giving

$9K

+200.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+200.0% YoY

Under IRS private-foundation payout rules, The Elizabeth L Joksimovic Foundation reported a distributable amount of $857 for 2024 — the minimum it must pay out in qualifying distributions.

About The Elizabeth L Joksimovic Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $38K (100%)

States

Illinois

Cities

ChampaignChicagoEvanstonEvantsonHighland ParkNorthbrook

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$188,054	$172,764	$153,565
Revenue	$20,257	$6,864	$51,176
Expenses	$18,124	$4,075	$10,426
Qualifying Distributions	$18,124	$4,075	$10,426
Net Investment Income	—	$2,840	$48,270
Distributable Amount	$857	$8,085	$7,591

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

28 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Chicago ($5,000), Northwestern Memorial Hospital ($2,000), Rush University System for Healthcare ($2,000).

Recipient	Purpose	Amount
University of Chicago Chicago, IL	Educational	$5,000
Northwestern Memorial Hospital Chicago, IL	Healthcare	$2,000
Rush University System for Healthcare Chicago, IL	Healthcare	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PETER NIERMAN	PRESIDENT DIRECTOR	—	—
MICHAEL JOKSIMOVIC	DIRECTOR	—	—
SHELLEY JOKSIMOVIC	DIRECTOR TREASURER	—	—
ISAAC NIERMAN	SECRETARY DIRECTOR	—	—
ELLA NIERMAN	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Elizabeth L Joksimovic Foundation?

The Elizabeth L Joksimovic Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA NIGUEL, CA. It holds $188K in total assets as of 2024.

How large is The Elizabeth L Joksimovic Foundation?

As of 2024, The Elizabeth L Joksimovic Foundation holds $188K in total assets with $20K in annual revenue. It awarded 3 grants totaling $9K in 2024.

Where does The Elizabeth L Joksimovic Foundation operate?

The Elizabeth L Joksimovic Foundation has awarded grants in Illinois.

What size grants does The Elizabeth L Joksimovic Foundation award?

In 2024, The Elizabeth L Joksimovic Foundation awarded 3 grants totaling $9K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Elizabeth L Joksimovic Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Elizabeth L Joksimovic Foundation reported a distributable amount of $857 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Elizabeth L Joksimovic Foundation's EIN?

The Elizabeth L Joksimovic Foundation's EIN (Employer Identification Number) is 20-5704412. IRS Form 990 filing data is available on this page for 2020–2024.