The Elizabeth L Joksimovic Foundation
The Elizabeth L Joksimovic Foundation is a private foundation, 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.
Key facts about The Elizabeth L Joksimovic Foundation
In short: The Elizabeth L Joksimovic Foundation gave $9K across 3 grants in 2024 (avg $3K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- EIN
- 20-5704412
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $9,000
- Grants made (2024)
- 3
- Average grant
- $3,000
- Median grant
- $2,000
- Total assets
- $188,054
- Primary geography
- Illinois (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$188K
+8.9% YoY
Annual Giving
$9K
+200.0% YoY
Grant Count
3
+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.
How The Elizabeth L Joksimovic Foundation gives
- Giving held roughly steady from 2021 to 2024 (+9%). Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3K (2023) to $10K (2022). In 2024 it made 3 grants totaling $9K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was University of Chicago ($5K). Together the top 3 received $9K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Giving History
Grant recipients and amounts by year
| 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 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Elizabeth L Joksimovic Foundation is led by Peter Nierman, President Director on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Peter Nierman
President Director
On filings since 2020
No compensation reported
Michael Joksimovic
Director
On filings since 2020
No compensation reported
Shelley Joksimovic
Director Treasurer
Director → Director Treasurer, 2023
On filings since 2020
No compensation reported
Ella Nierman
Director
On filings since 2023
No compensation reported
Isaac Nierman
Secretary Director
On filings since 2023
No compensation reported
Former officers (3)
- Former: Leslie Block (2020–2022) — Director
- Former: Shari Reiches (2020–2022) — Treasurer Direcotr
- Former: Stuart J. Kohn (2020–2022) — Secretary Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Elizabeth L Joksimovic Foundation
How much does The Elizabeth L Joksimovic Foundation give each year?
The Elizabeth L Joksimovic Foundation gave $9K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3K across 3 grants.
What is The Elizabeth L Joksimovic Foundation's typical grant size?
The Elizabeth L Joksimovic Foundation's median grant in 2024 was $2,000, and its average grant was $3,000, across 3 grants on its 2024 IRS Form 990-PF.
Where does The Elizabeth L Joksimovic Foundation give grants?
The Elizabeth L Joksimovic Foundation gives mostly in Illinois: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Chicago, IL (3 grants).
Does The Elizabeth L Joksimovic Foundation give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on The Elizabeth L Joksimovic Foundation's 2024 IRS Form 990-PF were described as general or operating support.
How large is The Elizabeth L Joksimovic Foundation?
The Elizabeth L Joksimovic Foundation reported $188K in total assets on its 2024 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $857 (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Elizabeth L Joksimovic Foundation by hand.
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