BETA

PEAK6 FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PEAK6 FOUNDATION (EIN 86-2586217)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-24
IRS object ID
202511759349100521
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-24T16:47:36-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Andersen Tax LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line171 South Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN862586217EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEAK6 FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN BEERYInCareOfNm
Business Name ControlPEAKBusinessNameControlTxt
Phone3124448000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON BLVD Suite STE 500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606043108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY COPPOLETTAPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3124448000PhoneNum
Signature2025-06-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHERINE NASHPreparerPersonNm
PTINP03055452PTIN
Phone3123573950PhoneNum
Preparation2025-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,801,705FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$100,417InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$100,417InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$100,417TotalRevAndExpnssAmt
Total Net Invst Incm$100,417TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$9,870AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,935AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,935AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$47,130OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,014OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,633OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,949TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,568TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$366,001ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$366,001ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$424,001TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,949TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$380,569TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$323,584ExcessRevenueOverExpensesAmt
Net Investment Income$82,468NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,102,460CashBOYAmt
Cash EOY$1,801,705CashEOYAmt
Cash EOYFMV$1,801,705CashEOYFMVAmt
Total Assets BOY$2,102,460TotalAssetsBOYAmt
Total Assets EOY$1,801,705TotalAssetsEOYAmt
Total Assets EOYFMV$1,801,705TotalAssetsEOYFMVAmt
Accounts Payable BOY$10,399AccountsPayableBOYAmt
Accounts Payable EOY$33,228AccountsPayableEOYAmt
Total Liabilities BOY$10,399TotalLiabilitiesBOYAmt
Total Liabilities EOY$33,228TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,092,061RetainedEarningBOYAmt
Retained Earning EOY$1,768,477RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,092,061TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,768,477TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,102,460TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,801,705TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,092,061TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$323,584ExcessRevenueOverExpensesAmt
Subtotal$1,768,477SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,768,477TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,146InvestmentIncomeExciseTaxAmt
Subtotal$1,146SubtotalAmt
Tax Based On Investment Income$1,146TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$449EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,449TotalPaymentsAndCreditsAmt
Es Penalty$26EsPenaltyAmt
Overpayment$1,277OverpaymentAmt
Applied To ES Tax$1,277AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN BEERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3124448000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON BLVD SUITE 500AddressLine1Txt
CitychicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MATTHEW HULSIZER
141 W JACKSON BLVD SUITE STE 500CHICAGOIL606043108Director0$0$0$0
JENNIFER JUST
141 W JACKSON BLVD SUITE STE 500CHICAGOIL606043108Director0$0$0$0
Jay Coppletta
141 W JACKSON BLVD SUITE STE 500CHICAGOIL606043108VICE PRESIDENT0$0$0$0
Judi Hart
141 W JACKSON BLVD SUITE STE 500CHICAGOIL606043108PRESIDENT0$0$0$0
James Baboulas
141 W JACKSON BLVD SUITE STE 500CHICAGOIL606043108VICE PRESIDENT0$0$0$0
Kevin Batson
141 W JACKSON BLVD SUITE STE 500CHICAGOIL606043108VICE PRESIDENT0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GLOBAL GIVEBACK CIRCLE: EMPOWERING AT-RISK ADOLESCENTSDescription1Txt
Expenses1$9,633Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,009,414AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,009,414TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,009,414AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,141CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,979,273NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,964MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,964MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,146TaxBasedOnInvestmentIncomeAmt
Total Tax$1,146TotalTaxAmt
Distributable Before Adj$97,818DistributableBeforeAdjAmt
Distributable Before Ded$97,818DistributableBeforeDedAmt
Distributable As Adjusted$97,818DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$380,569ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$380,569QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$97,818DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$289,209ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$186,774ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$475,983TotalExcessDistributionCyovAmt
Qualifying Distributions$380,569QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$97,818AppliedToCurrentYearAmt
Remaining Distri From Corpus$282,751RemainingDistriFromCorpusAmt
Total Corpus$758,734TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$758,734ExcessDistriCyovToNextYrAmt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$289,209ExcessFromYear2Amt
Excess From Year1$186,774ExcessFromYear1Amt
Excess From Current Year$282,751ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Harvard University
1033 Massachusetts Avenue 3rd FloorCambridgeMA02138PCWomen's Initiatives of the Women and Public Policy Program$30,000
Hope Chicago Inc
303 E Wacker DriveChicagoIL60601PCdorm room supply kits for incoming college freshmen$21,000
Cradles to Crayons Inc
281 Newtonville AveNewtonMA02460PCbooks and backpack drive$10,876
Greenwood Project
231 S LaSalle Street Suite 2100ChicagoIL60604PCinternship sponsorship donation$300,000
Harmony Community Development
6969 Pastor Bailey DriveDallasTX75237PCFor Turkey drive sponsorship$3,000
Global Giveback Circle
400 East 59th St STE 128New YorkNY10022PCGENERAL OPERATING SUPPORT$1,125
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$366,001TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$100,417ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$100,417ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,417TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,870Amt
Net Investment Income$4,935NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,935DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
CONTRACTORS$9,633$9,633
BANK FEES$1,014$1,014
FILING FEES$483
SERVICE FEE$36,000$12,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$1,000Amt

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