PEAK6 FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PEAK6 FOUNDATION (EIN 86-2586217)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-30
- IRS object ID
- 202611819349100906
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-30T17:18:18-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862586217 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEAK6 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN BEERY | InCareOfNm |
| Business Name Control | PEAK | BusinessNameControlTxt |
| Phone | 3124448000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD SUITE 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN BEERY | PersonNm |
| Person Title | HEAD OF TAX | PersonTitleTxt |
| Phone | 3124448000 | PhoneNum |
| Signature | 2026-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE NASH | PreparerPersonNm |
| PTIN | P03055452 | PTIN |
| Phone | 3123573950 | PhoneNum |
| Preparation | 2026-06-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,395,091 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $41,781,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65,274 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,274 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $41,847,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,274 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $24,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,495 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,495 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,988 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $44,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,792 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $834 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,171,451 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,171,451 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,243,170 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,184,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,603,854 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,987 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,801,705 | CashBOYAmt |
| Cash EOY | $625,091 | CashEOYAmt |
| Cash EOYFMV | $625,091 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,770,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,770,000 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,801,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,395,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,395,091 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $33,228 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $34,510 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $33,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,510 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,768,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,360,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,768,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,360,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,801,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,395,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,768,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,603,854 | ExcessRevenueOverExpensesAmt |
| Subtotal | $42,372,331 | SubtotalAmt |
| Other Decreases | $34,011,750 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,360,581 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $459 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $459 | SubtotalAmt |
| Tax Based On Investment Income | $459 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,277 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,277 | TotalPaymentsAndCreditsAmt |
| Overpayment | $818 | OverpaymentAmt |
| Applied To ES Tax | $818 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BEERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124448000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD SUITE 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MATTHEW HULSIZER | ||||||||
| 2010 E 6TH ST | AUSTIN | TX | 78702 | Director | 0 | $0 | $0 | $0 |
| JENNIFER JUST | ||||||||
| 2010 E 6TH ST | AUSTIN | TX | 78702 | Director | 0 | $0 | $0 | $0 |
| Jay Coppletta | ||||||||
| 141 W JACKSON BLVD SUITE 500 | CHICAGO | IL | 60604 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| Judi Hart | ||||||||
| 141 W JACKSON BLVD SUITE 500 | CHICAGO | IL | 60604 | PRESIDENT | 0 | $0 | $0 | $0 |
| James Baboulas | ||||||||
| 141 W JACKSON BLVD SUITE 500 | CHICAGO | IL | 60604 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| Kevin Batson | ||||||||
| 141 W JACKSON BLVD SUITE 500 | CHICAGO | IL | 60604 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| JOHN BEERY | ||||||||
| 141 W JACKSON BLVD SUITE 500 | CHICAGO | IL | 60604 | HEAD OF TAX | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GLOBAL GIVEBACK CIRCLE: EMPOWERING AT-RISK ADOLESCENTS | Description1Txt |
| Expenses1 | $834 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,677,917 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,583,178 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,261,095 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,261,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,107,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $505,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $505,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $459 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $459 | TotalTaxAmt |
| Distributable Before Adj | $504,900 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $504,900 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $504,900 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,184,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,184,780 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $504,900 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,209 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $186,774 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $282,751 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $758,734 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,184,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $504,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $679,880 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,438,614 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,438,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $289,209 | ExcessFromYear3Amt |
| Excess From Year2 | $186,774 | ExcessFromYear2Amt |
| Excess From Year1 | $282,751 | ExcessFromYear1Amt |
| Excess From Current Year | $679,880 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Harvard University | ||||||
| 1033 Massachusetts Avenue 3rd Floor | Cambridge | MA | 02138 | PC | For the Women's Initiatives of the Women and Public Policy Program and MRCBG Advisory Council | $80,000 |
| Cradles to Crayons Inc | ||||||
| 281 Newtonville Ave | NEWTON | MA | 02460 | PC | For the books and backpack drive | $12,451 |
| Greenwood Project | ||||||
| 231 S La Salle St suite 2100 | CHICAGO | IL | 60604 | PC | For internship sponsorship donation | $350,000 |
| Harmony Community Development | ||||||
| 6808 Pastor Bailey Drive | dallas | TX | 75237 | PC | For the Turkey drive sponsorship | $4,000 |
| Journey to Lead Inc | ||||||
| 821 Chesapeake Ave | Annapolis | MD | 21403 | PC | For Journey Champion Match Challenge | $250,000 |
| The Growing Season | ||||||
| 1603 Orrington Ave 13th Floor | evanston | IL | 60201 | PC | For Aux Donation | $250,000 |
| Chicagoland Entrepreneurial Center | ||||||
| 200 E Randolph STE 2200 | chicago | IL | 60601 | PC | For general donation | $200,000 |
| American Heart Association | ||||||
| 7272 Greenville Ave | dallas | TX | 75231 | PC | For general donation as part of Go Red drive | $5,000 |
| Rileys Way Foundation | ||||||
| 30 3rd ave Room 203 | brooklyn | NY | 11217 | PC | For general donation | $10,000 |
| Quant Illinois NFP | ||||||
| 749 Main St | Pleasanton | CA | 94566 | PC | For Quant IL 2025-2026 Silver sponsorship | $4,000 |
| Off the Street Club | ||||||
| 25 N Karlov Ave | chicago | IL | 60624 | PC | For swing for kids golf charity event | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,171,451 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,274 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PEAK6 GROUP LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 E 6TH ST | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $41,781,750 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | WEBULL COMMON A STOCK | NoncashPropertyDesc |
| Fair Market Value | $41,781,750 | FairMarketValueAmt |
| Received | 2025-04-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,990 | Amt |
| Net Investment Income | $12,495 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,495 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WEBULL COMMON A STOCK | StockNm |
| EOY Book Value | $7,770,000 | EOYBookValueAmt |
| EOYFMV | $7,770,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $34,011,750 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONTRACTORS | $834 | $834 | |
| BANK FEES | $7,792 | $7,792 | |
| FILING FEES | $115 | ||
| SERVICE FEE | $36,000 | $12,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $1,988 | Amt |
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