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The Coleman Foundation is seeking letters of inquiry to reduce health disparities and promote well-being for everyone in the Greater Chicago region. The foundation prioritizes tactics such as adopting innovative care delivery models (mobile programs, microsites, integrated programming), 'Food as Medicine' initiatives, and reducing barriers to services through Community Health Workers, health insurance navigation, and healthcare delivery reform.
Coleman Foundation Inc. is a private corporation based in CHICAGO, IL. The foundation received its IRS ruling in 1979. It holds total assets of $182.4M. Annual income is reported at $22.6M. Total assets have grown from $124.8M in 2011 to $182.4M in 2024. The foundation is governed by 8 officers and trustees. Tax records are available from 2020 to 2024. Grantmaking is concentrated in Illinois. According to available records, Coleman Foundation Inc. has made 608 grants totaling $32.7M, with a median grant of $25K. Annual giving has decreased from $15.2M in 2020 to $7.9M in 2023. Individual grants have ranged from $400 to $1.3M, with an average award of $54K. The foundation has supported 243 unique organizations. The foundation primarily supports organizations in Illinois, District of Columbia, California, which account for 96% of all grants. Grantmaking reaches organizations across 14 states. Contributions to this foundation are tax-deductible.
The Coleman Foundation operates from a deeply rooted Chicago identity, shaped by its 1951 founding by J.D. Stetson Coleman and Dorothy Coleman — the entrepreneurs behind Fannie May Candies. That origin story is not merely historical: it directly explains why entrepreneurship remains a permanent pillar of the Foundation's work and why it consistently favors organizations with strong community embeddedness over those with primarily national footprints.
The Foundation organizes all grantmaking under three program areas: Entrepreneurship, Health, and Intellectual & Developmental Disabilities (IDD). Within these areas, it prioritizes organizations that are established, Chicago-rooted, and capable of demonstrating measurable community impact. A review of the top grantees confirms a preference for long-term partnerships: Clearbrook has received 10 grants totaling $1.65 million; Chicago Community Foundation, 8 grants totaling $1.69 million; Center for Independence Through Conductive Education, 7 grants across multiple years. These are not one-time transactions — they are durable funder-grantee relationships.
The Foundation is implementing trust-based philanthropy principles following recent strategic planning, which signals increasing openness to general operating support requests and multi-year grant agreements. Applicants who can demonstrate organizational health, governance maturity, and long-term sustainability thinking will have an advantage.
The pathway for first-time applicants begins with a basic eligibility survey on the Foundation's website. Passing the survey triggers an invitation to submit a Letter of Inquiry (LOI). Organizations that make it through LOI review are then invited to submit a full proposal via the Foundation's Fluxx online portal. Site visits may follow for shortlisted applicants. New applicants should expect a multi-month process and should not cold-submit; the survey is a prerequisite, not optional. First-time applicants in any cycle are evaluated in the same competitive pool as incumbents, making relationship-building — attending Foundation events, engaging with program staff — a meaningful pre-application investment.
The Coleman Foundation's financial profile in FY2023 shows $174.9 million in total assets and $11.8 million in total giving ($9.1 million in grants paid). Over the past five reported years, annual giving has ranged from a COVID-elevated high of $15.1 million (FY2020) to a post-pandemic stabilization around $11–12.4 million per year (FY2021–FY2023). Assets have grown steadily from $125.7 million in 2012 to $182.4 million in 2024, driven by net investment income averaging $10–13 million per year.
At the individual grant level, the median grant is $27,375 and the average grant is $53,815, with a wide range from as little as $250 (board member discretionary gifts) to $500,000 (the largest single award on record, to United Way of Metro Chicago). Approximately 608 total grants are captured in the dataset, totaling $32.7 million across reporting periods — confirming that Coleman awards 100+ grants annually.
Geographically, 91.6% of all grants (557 of 608) went to Illinois organizations, with the remainder scattered across Washington D.C. (13), California (12), Pennsylvania (6), and a handful of other states — likely representing fiscal sponsors, national advocacy organizations, or peer networks rather than primary program work. The Chicago metro area is definitively the geographic core.
By program area, the top-50 grantee data suggests a roughly even three-way split: IDD organizations (Clearbrook, Aspiritech, PACTT Learning Center, Ray Graham Association, Envision Unlimited, CTF Illinois) account for approximately 34% of the top-50 volume; Health grantees (Rush University Medical Center, Equal Hope, La Rabida Children's Hospital, Sinai Health System, Cancer Support Center) account for approximately 33%; and Entrepreneurship grantees (Sunshine Enterprises, Rogers Park Business Alliance, Chicago Urban League, Women's Business Development Center, Allies for Community Business) account for approximately 33%. The near-perfect parity across areas is intentional — the Foundation does not publicly prioritize one pillar over another.
The Coleman Foundation occupies a distinct mid-size philanthropic niche in Chicago: large enough to sustain three independent program areas with dedicated giving, but focused enough to maintain close grantee relationships over years. The following table compares Coleman to peer Chicago-area foundations with overlapping missions or size:
| Foundation | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|
| Coleman Foundation | ~$182M | ~$11.8M | Entrepreneurship, Health, IDD (Chicago metro) | Eligibility survey → invited LOI |
| Polk Bros. Foundation | ~$420M | ~$25M | Education, Economic Mobility, Arts (Chicago) | LOI then invited proposal |
| Donnelley Foundation | ~$165M | ~$8M | Arts, Education, Environment (Chicago) | Primarily invited; limited LOI |
| Woods Fund Chicago | ~$80M | ~$4M | Economic/Racial Justice (Chicago) | LOI then invited proposal |
| Sprague Memorial Institute | ~$100M | ~$5M | Health, Social Services (Chicago) | Invited/LOI |
Coleman's clearest competitive advantage over Polk Bros. is its IDD program area — Polk Bros. does not maintain a comparable disability-services portfolio. Against Donnelley, Coleman is more accessible: Donnelley skews toward invited relationships and arts/culture, whereas Coleman's open calls in Health and Entrepreneurship create genuine pathways for new applicants. Woods Fund and Sprague are significantly smaller but overlap in health equity and community development. For organizations operating in Chicago's IDD ecosystem specifically, Coleman is the dominant specialized funder in the peer group with no close substitute.
The most consequential development at the Coleman Foundation in recent years is the appointment of Nora Garcia as Executive Director, announced April 22, 2025, and effective July 7, 2025. Garcia brings over two decades of experience in health equity, youth development, and immigration reform — a profile that differs from prior leadership and suggests the Foundation will deepen its commitment to culturally responsive and prevention-focused health programming. The announcement coincided with a formal refresh of the Foundation's Health strategy for the 2025–2027 cycle, which recenters the program on innovative care delivery models, mobile health programs, microsites, integrated programming, and Food as Medicine initiatives.
In Q1 2025, the Foundation approved $2.185 million in Entrepreneurship grants to 13 Business Support Organizations, including $250,000 two-year awards to Chicago Urban League, Sunshine Enterprises, and Women's Business Development Center — each serving the broader Chicago region. Health grants for 2025 were scheduled for announcement in June 2025.
Looking to 2026, both the Health Open Call (LOI portal opened January 30, 2026) and a new Entrepreneurship Open Call focused on small business pitch competitions (announced December 11, 2025) signal active investment across all three program pillars. No significant leadership departures or program closures have been announced; prior President Shelley A. Davis appears to have transitioned to the Executive Director role structure under Garcia.
Start with the eligibility survey — not the LOI. The Coleman Foundation requires all prospective applicants to complete an online eligibility survey before anything else. Submitting an LOI without an invitation wastes both parties' time and signals unfamiliarity with the process. The survey covers geographic focus, tax-exempt status, program area alignment, and budget parameters.
The 25% rule is a hard cap. Coleman will not fund more than 25% of your organization's total annual operating budget from a single grant. Before writing your LOI, calculate your most recent completed fiscal year budget and ensure your ask falls within that threshold. Organizations with budgets under $200,000 should note this cap closely.
In the LOI, lead with specificity. The Foundation's stated LOI requirements include: a brief organizational description, a program synopsis, clear objectives with an evaluation framework, a proposed funding range, a sustainability plan, and contact information. Reviewers flag vague sustainability language most frequently. If your plan is to secure additional foundation grants, name the foundations; if earned income is part of the model, show the revenue projection.
Open call timing matters by program area. The 2026 Health LOI portal opened January 30, 2026, with a March 27 cutoff for the spring review cycle; late submissions are considered in the fall. Entrepreneurship open calls follow a different calendar. Monitor the Foundation's website at colemanfoundation.org — calls are announced with 4–8 weeks of lead time.
Align explicitly with the current strategic language. For Health in 2025–2027, the priority language centers on "innovative care delivery models," "mobile programs," "microsites," "integrated programming," and "Food as Medicine." Using this language in your LOI signals genuine familiarity with their current strategy, not just boilerplate language about health disparities.
No PDFs in the full proposal stage. When invited to submit a full proposal, provide the narrative in Microsoft Word and the budget in Microsoft Excel. This is explicitly required; PDFs of either document will not be accepted. Budget must use the Foundation's supplied format — request this template as soon as you receive your proposal invitation.
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Smallest Grant
$250
Median Grant
$27K
Average Grant
$52K
Largest Grant
$500K
Based on 162 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The Coleman Foundation's financial profile in FY2023 shows $174.9 million in total assets and $11.8 million in total giving ($9.1 million in grants paid). Over the past five reported years, annual giving has ranged from a COVID-elevated high of $15.1 million (FY2020) to a post-pandemic stabilization around $11–12.4 million per year (FY2021–FY2023). Assets have grown steadily from $125.7 million in 2012 to $182.4 million in 2024, driven by net investment income averaging $10–13 million per year. .
Coleman Foundation Inc. has distributed a total of $32.7M across 608 grants. The median grant size is $25K, with an average of $54K. Individual grants have ranged from $400 to $1.3M.
The Coleman Foundation operates from a deeply rooted Chicago identity, shaped by its 1951 founding by J.D. Stetson Coleman and Dorothy Coleman — the entrepreneurs behind Fannie May Candies. That origin story is not merely historical: it directly explains why entrepreneurship remains a permanent pillar of the Foundation's work and why it consistently favors organizations with strong community embeddedness over those with primarily national footprints. The Foundation organizes all grantmaking unde.
Coleman Foundation Inc. is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 14 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Shelley A Davis | President | $277K | $42K | $319K |
| Thomas D Trinley | CFO/COO | $237K | $35K | $272K |
| R Michael Furlong | Director | $48K | $0 | $48K |
| Patricia K Yuzawa-Rubin | Director | $39K | $0 | $39K |
| Laura A Lane | Director | $32K | $0 | $32K |
| Walter Abrego Barrientos | Director | $32K | $0 | $32K |
| Alison Fitzgerald | Director | $32K | $0 | $32K |
| Esther Barron | Director | $32K | $0 | $32K |
Total Giving
N/A
Total Assets
$182.4M
Fair Market Value
N/A
Net Worth
$180.6M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
608
Total Giving
$32.7M
Average Grant
$54K
Median Grant
$25K
Unique Recipients
243
Most Common Grant
$13K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| ClearbrookProgram Support - Intellectual & Developmental Disabilities | Arlington Heights, IL | $489K | 2023 |
| The Hap FoundationGeneral Operating Support - Health | Oakbrook Terrace, IL | $200K | 2023 |
| The Board Of Trustees Of The University Of IllinoisGeneral Operating Support - Health | Chicgo, IL | $200K | 2023 |
| University Of Chicago Medical CenterGeneral Operating Support - Health | Chicago, IL | $200K | 2023 |
| Keystone AllianceProgram Support - Intellectual & Developmental Disabilities | Chicago, IL | $191K | 2023 |
| Osf Healthcare Little Company Of Mary Medical CenterGeneral Operating Support - Health | Evergreen Park, IL | $160K | 2023 |
| Cares (Chicago Association For Research And Education In Science)General Operating Support - Health | Hines, IL | $160K | 2023 |
| Equal HopeGeneral Operating Support - Health | Chicago, IL | $150K | 2023 |
| Urban Autism SolutionsGeneral Operating Support - Intellectual & Developmental Disabilities | Chicago, IL | $125K | 2023 |
| Chicago Urban LeagueGeneral Operating Support - Entrepreneurship | Chicago, IL | $125K | 2023 |
| Center For Independence Through Conductive EducationGeneral Operating Support - Intellectual & Developmental Disabilities | Countryside, IL | $120K | 2023 |
| Ada S Mckinley Community Services IncGeneral Operating Support - Intellectual & Developmental Disabilities | Chicago, IL | $120K | 2023 |
| The Arts Of LifeGeneral Operating Support - Intellectual & Developmental Disabilities | Chicago, IL | $120K | 2023 |
| El Valor CorporationGeneral Operating Support - Intellectual & Developmental Disabilities | Chicago, IL | $120K | 2023 |
| Infant Welfare Society Of ChicagoGeneral Operating Support - Intellectual & Developmental Disabilities | Chicago, IL | $120K | 2023 |
| The Arc Of IllinoisGeneral Operating Support - Intellectual & Developmental Disabilities | Mokena, IL | $120K | 2023 |
| La Rabida Children'S HospitalGeneral Operating Support - Health | Chicago, IL | $100K | 2023 |
| Greater Englewood Community Development CorporationGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Far South Community Development CorporationGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| South Chicago Parents And FriendsGeneral Operating Support - Intellectual & Developmental Disabilities | Chicago, IL | $100K | 2023 |
| Urban Juncture FoundationGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Ywca Metropolitan ChicagoGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Women'S Business Development CenterGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Sertoma Star ServicesGeneral Operating Support - Intellectual & Developmental Disabilities | Chicago Heights, IL | $100K | 2023 |
| Ctf IllinoisGeneral Operating Support - Intellectual & Developmental Disabilities | Orland Park, IL | $100K | 2023 |
| Sunshine EnterprisesGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Allies For Community BusinessGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Ray Graham AssociationGeneral Operating Support - Intellectual & Developmental Disabilities | Lisle, IL | $100K | 2023 |
| Loyola University Medical CenterGeneral Operating Support - Health | Maywood, IL | $100K | 2023 |
| Saint Anthony HospitalGeneral Operating Support - Health | Chicago, IL | $100K | 2023 |
| West Side ForwardGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Good Food CatalystGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Wellness WestGeneral Operating Support - Health | Chicago, IL | $100K | 2023 |
| Aspiritech NfpGeneral Operating Support - Intellectual & Developmental Disabilities | Evanston, IL | $100K | 2023 |
| Rogers Park Business AllianceGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Greater Southwest Development CorporationGeneral Operating Support - Entrepreneurship | Chicago, IL | $100K | 2023 |
| Matching Gifts - Details Available Upon RequestProgram Support | Chicago, IL | $87K | 2023 |
| Health & Medicine Policy Research GroupGeneral Operating Support - Health | Northbrook, IL | $80K | 2023 |
| Anixter CenterGeneral Operating Support - Intellectual & Developmental Disabilities | Chicago, IL | $75K | 2023 |
| Gilda'S Club ChicagoGeneral Operating Support - Health | Chicago, IL | $75K | 2023 |
| Chicago Horticultural SocietyGeneral Operating Support - Entrepreneurship | Glencoe, IL | $75K | 2023 |
| Wellness HouseGeneral Operating Support - Health | Hinsdale, IL | $75K | 2023 |
| Cancer Support CenterGeneral Operating Support - Health | Homewood, IL | $75K | 2023 |
| Crossroads FundOther - General Operating Support | Chicago, IL | $50K | 2023 |
| Ingalls Development FoundationGeneral Operating Support - Health | Harvey, IL | $50K | 2023 |
| Cancer Wellness CenterGeneral Operating Support - Health | Northbrook, IL | $50K | 2023 |
| South Shore Community Development CorporationGeneral Operating Support - Entrepreneurship | Chicago, IL | $50K | 2023 |
| Chicago Community FoundationOther - General Operating Support | Chicago, IL | $50K | 2023 |