STEPHEN W AND SUSAN M BAIRD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN W AND SUSAN M BAIRD FOUNDATION (EIN 20-0478557)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202243079349100634
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T11:36:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARAN & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3201 OLD GLENVIEW RD STE 250 | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200478557 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN W & SUSAN M BAIRD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEPHEN W BAIRD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHEN W BAIRD | InCareOfNm |
| Business Name Control | STEP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S LASALLE STREET SUITE 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN W BAIRD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123681855 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN W | PersonFirstNm |
| Person Last | BAIRD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A SCHAEFER | PreparerPersonNm |
| PTIN | P00545171 | PTIN |
| Phone | 8478531234 | PhoneNum |
| Preparation | 2022-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,306,759 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,277,780 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,098 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,098 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $287,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,911,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,044,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,667,219 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$259,545 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$259,545 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,234,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,712,832 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $220,659 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $220,659 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $39,544 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $39,544 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,434 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,434 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $595 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $595 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $297,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $297,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,823,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,823,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,120,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $297,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,823,012 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,114,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,415,600 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $587,979 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $613,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $613,406 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $29,563,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,645,549 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,693,341 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12 | OtherAssetsBOYAmt |
| Other Assets EOY | $12 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,151,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,258,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,306,759 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,144,074 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,251,466 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,144,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,251,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,151,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,258,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,144,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,114,216 | ExcessRevenueOverExpensesAmt |
| Subtotal | $35,258,290 | SubtotalAmt |
| Other Decreases | $6,824 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,251,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PASS THROUGH INCOME/LOSS FROM PARTNERSHIPS | P | 2021-12-31 | $564,873 | $564,873 | $564,873 | |
| PASS THROUGH INCOME/LOSS FROM PARTNERSHIPS | P | 2021-12-31 | $1,100,584 | $1,100,584 | $1,100,584 | |
| 1,639 SHARES DOORDASH INC | D | 2021-07-09 | $294,431 | $894 | $894 | $293,537 |
| 2,044 SHARES MEITUAN USD | D | 2021-07-10 | $85,111 | $868 | $868 | $84,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,667,219 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,677 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,677 | SubtotalAmt |
| Tax Based On Investment Income | $19,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,656 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,656 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $6,976 | OverpaymentAmt |
| Applied To ES Tax | $6,976 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN W BAIRD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123681855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S LASALLE STE 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN W BAIRD | ||||||||
| 120 S LASALLE STREET SUITE 2000 | CHICAGO | IL | 60603 | DIRECTOR, PRESIDENT | 0 | $0 | $0 | $0 |
| SUSAN M BAIRD | ||||||||
| 120 S LASALLE STREET SUITE 2000 | CHICAGO | IL | 60603 | DIRECTOR, SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,693,341 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,006,131 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,006,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $660,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,346,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,167,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,167,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,677 | TotalTaxAmt |
| Distributable Before Adj | $2,147,625 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,147,625 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,147,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,823,012 | 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 | $1,823,012 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,147,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $433,684 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $433,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,823,012 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,823,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $324,613 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $324,613 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $109,071 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $109,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $109,071 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE MORTON ARBORETUM | ||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | NONE | GENERAL AND UNRESTRICTED | $62,500 |
| ASPEN VALLE LAND TRUST | ||||||
| 320 MAIN ST 204 | CARBONDALE | CO | 81623 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| ANDERSON RANCH ARTS CENTER | ||||||
| 5263 OWL CREEK RD | SNOWMASS VILLAGE | CO | 81615 | NONE | GENERAL AND UNRESTRICTED | $35,000 |
| HARVARD UNIVERSITY | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | GENERAL AND UNRESTRICTED | $370,000 |
| OLD TOWN SCHOOL OF FOLK MUSIC | ||||||
| 909 W ARMITAGE AVE | CHICAGO | IL | 60614 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| THE TRUST FOR PUBLIC LAND | ||||||
| CHICAGO FIELD OFFICE 53 W JACKSON | CHICAGO | IL | 60604 | NONE | GENERAL AND UNRESTRICTED | $35,000 |
| CHICAGO PUBLIC MEDIA | ||||||
| 848 EAST GRAND AVENUE | CHICAGO | IL | 60611 | NONE | GENERAL AND UNRESTRICTED | $225,000 |
| THE ART INSTITUTE OF CHICAGO | ||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | GENERAL AND UNRESTRICTED | $2,500 |
| BENTON INSTITUTE | ||||||
| 1041 RIDGE RD UNIT 214 | WILMETTE | IL | 60091 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| WRITERS THEATRE | ||||||
| 664 VERNON AVE | GLENCOE | IL | 60022 | NONE | GENERAL AND UNRESTRICTED | $6,500 |
| THE ASPEN INSTITUTE | ||||||
| 1000 NORTH THIRD ATREET | ASPEN | CO | 81611 | NONE | GENERAL AND UNRESTRICTED | $3,500 |
| CROHN'S & COLITIS FOUNDATION | ||||||
| 733 THIRD AVE STE 510 | NEW YORK | NY | 10017 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| ERIE FAMILY HEALTH | ||||||
| 1285 HARTLEY AVE | EVANSTON | IL | 60202 | NONE | GENERAL AND UNRESTRICTED | $10,000 |
| LURIE CHILDREN'S HOSPITAL | ||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | GENERAL AND UNRESTRICTED | $10,000 |
| CHICAGO SHAKESPEARE THEATER | ||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| MAYO CLINIC | ||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| AMERICAN RIVERS | ||||||
| 1101 14TH STREET NW STE 1400 | WASHINGTON | DC | 20005 | NONE | GENERAL AND UNRESTRICTED | $10,000 |
| ASPEN PUBLIC RADIO | ||||||
| 110 EAST HALLAM ST SUITE 134 | ASPEN | CO | 81611 | NONE | GENERAL AND UNRESTRICTED | $9,000 |
| NORTHWESTERN UBIVERSITY | ||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | GENERAL AND UNRESTRICTED | $10,000 |
| THE CHICAGO COMMUNITY TRUST | ||||||
| 225 N MICHIGAN AVE STE 2200 | CHICAGO | IL | 60601 | NONE | GENERAL AND UNRESTRCITED | $197,500 |
| BULLETIN FOR THE ATOMIC SCIENTISTS | ||||||
| PO BOX 15461 | CHICAGO | IL | 60615 | NONE | GENERAL AND UNRESTRICTED | $3,000 |
| SHIRLEY RYAN ABILITY LAB | ||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | NONE | GENERAL AND UNRESTRICTED | $1,500 |
| SOLVE MECFS INITATIVE | ||||||
| 350 N GLENDALE AVE STE B 368 | GLENDALE | CA | 91206 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| START EARLY | ||||||
| 33 WEST MONROE ST STE 1200 | CHICAGO | IL | 60603 | NONE | GENERAL AND UNRESTRICTED | $60,000 |
| THE UNIVERSITY OF CHICAGO | ||||||
| 5801 SELLIS AVE | CHICAGO | IL | 60637 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| THE UNIVERSITY OF ILLINOIS | ||||||
| 1200 WEST HARRISON ST | CHICAGO | IL | 60607 | NONE | GENERAL AND UNRESTRICTED | $165,000 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1653 W CONGRESS PKWY | CHICAGO | IL | 60612 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| CHICAGO HUMANITIES FESTIVAL | ||||||
| 500 N DEARBORN ST | CHICAGO | IL | 60654 | NONE | GENERAL AND UNRESTRICTED | $3,000 |
| YMCA OF METRO CHICAGO | ||||||
| 1030 W VAN BUREN ST | CHICAGO | IL | 60607 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| DEPAUL COLEMAN ENTREPRENEURSHIP CENTER | ||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| UC BERKELEY GRADUATE SCHOOL OF JOURNALISM | ||||||
| 121 NORTH GATE HALL | BERKELEY | CA | 94708 | NONE | GENERAL AND UBRESTRICTED | $1,000 |
| ANIXTER CENTER | ||||||
| 6610 N CLARK ST | CHICAGO | IL | 60626 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| ROARING FORK CONSERVANCY | ||||||
| 200 BASALT CENTER 120 | BASALT | CO | 81621 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| HEALTHNETWORK FOUNDATION | ||||||
| 33 RIVER ST 3 | CHAGRIN FALLS | OH | 44022 | NONE | GENERAL AND UNRESTRICTED | $3,000 |
| CHICAGO SYMPHONY ORCHESTRA | ||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | GENERAL AND UNRESTRICTED | $2,500 |
| NATIONAL PARK FOUNDATION | ||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | GENRAL AND UNRESTRICTED | $1,000 |
| WTTW | ||||||
| 5400 N SAINT LOUIS AVE | CHICAGO | IL | 60625 | NONE | GENERAL AND UNRESTRICTED | $10,000 |
| FIELD MUSEUM | ||||||
| 1400S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | GENERAL AND UNRESTRICTED | $28,500 |
| CHARITABLE CONTRIBUTIONS FROM K-1'S | ||||||
| 333 WEST WACKER DRIVE STE 700 | CHICAGO | IL | 60606 | NONE | GENERAL AND UNRESTRICTED | $12 |
| GREENHOUSE SCHOLARS | ||||||
| 1820 FOLSOM STREET | BOULDER | CO | 80302 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| IMPACT GRANTS CHICAGO | ||||||
| PO BOX 578082 | CHICAGO | IL | 60657 | NONE | GENERAL AND UNRESTRICTED | $1,100 |
| THE JOFFREY BALLET | ||||||
| 10 E RANDOLPH ST | CHICAGO | IL | 60601 | NONE | GENERAL AND UNRESTRICTED | $2,000 |
| ORIENTAL INSITUTE | ||||||
| 1155 E 58TH ST | CHICAGO | IL | 60637 | NONE | GENERAL AND UNRESTRICTED | $2,500 |
| RAVINIA ANNUAL FUND | ||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| YWAM SDB | ||||||
| 1101 BAY BLVD C | CHULA VISTA | CA | 91911 | NONE | GENERAL AND UNRESTRICTED | $2,000 |
| FIDELITY CHARITABLETHE SHURWOOD FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | GENERAL AND UNRESTRICTED | $511,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,823,012 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $18,098 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $287,060 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $243,848 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $1,667,219 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS TROUGH INCOME/LOSS FROM PARTNERSHIP INVSTMNTS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $27,951 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | -$287,496 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $271,799 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $1,684,881 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,956,680 | 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) |
|---|---|---|
| Organization501c | Yes (X) | Organization501cInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| NORTH STREET INVESTMENTS 2 LLC | |||||||
| 1 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $84,243 | Yes (X) | Yes (X) |
| NORTH STREET INVESTMENTS 2 LLC | |||||||
| 2 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $293,537 | Yes (X) | Yes (X) |
| STEPHEN AND SUSAN BAIRD | |||||||
| 3 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $3,000,000 | Yes (X) | |
| STEPHEN AND SUSAN BAIRD | |||||||
| 4 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $1,000,000 | Yes (X) | |
| STEPHEN AND SUSAN BAIRD | |||||||
| 5 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $900,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,044 SHARES OF MEITUAN USD | $84,243 | 2021-03-15 |
| 2 | 1,639 SHARES OF DOORDASH INC | $293,537 | 2021-07-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GRESHAM PARTNERSHIP INVSTMNTS | CategoryOrItemTxt |
| Book Value | $34,645,549 | BookValueAmt |
| EOYFMV | $43,693,341 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX DEPOSITS | Desc |
| BOY Book Value | $12 | BOYBookValueAmt |
| EOY Book Value | $12 | EOYBookValueAmt |
| EOYFMV | $12 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX | $6,154 |
| PENALTIES | $670 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $455 | $455 |
| BANK FEES | $140 | $140 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PASS THROUGH INCOME/LOSS FROM | ||
| PARTNERSHIP INVESTMENTS | -$259,545 | -$259,545 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $7,500 | BOYBookValueAmt |
| EOY Book Value | $7,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $220,659 | Amt |
| Net Investment Income | $220,659 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES FROM K-1'S | CategoryTxt |
| Amt | $26,434 | Amt |
| Net Investment Income | $26,434 | NetInvestmentIncomeAmt |
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