STEPHEN W AND SUSAN M BAIRD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN W AND SUSAN M BAIRD FOUNDATION (EIN 20-0478557)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-13
- IRS object ID
- 202142869349100609
- Schema version
- 2020v4.1
- 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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-13T11:10:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-13 | 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 | 2021-10-06 | 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 | 2020 | 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 | $39,654,906 | 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 | $7,482,425 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,757 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,757 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,505 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $470,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $973,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $455,881 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$109,415 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$109,415 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,088,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $591,728 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $169,142 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $169,142 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $10,973 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10,973 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,105 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $204,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $204,383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,176,257 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,176,257 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,380,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $204,383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,176,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,708,133 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $387,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $351,541 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $587,979 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $587,980 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $23,111,336 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,563,583 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,066,914 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12 | OtherAssetsBOYAmt |
| Other Assets EOY | $12 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,462,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,151,574 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,654,906 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,455,389 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,144,074 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,455,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,144,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,462,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,151,574 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,455,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,708,133 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,163,522 | SubtotalAmt |
| Other Decreases | $19,448 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,144,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2,534 MEITUAN DIANPING | D | 2020-03-13 | $27,281 | $31,485 | -$4,204 | -$4,204 |
| 2,534 MEITUAN DIANPING | D | 2020-06-19 | $55,494 | $56,318 | -$824 | -$824 |
| 4,278 MEITUAN DIANPING | D | 2020-08-17 | $117,583 | $121,880 | -$4,297 | -$4,297 |
| 3,066 MEITUAN DIANPING | D | 2020-09-25 | $93,648 | $95,460 | -$1,812 | -$1,812 |
| 73,265 XIAOMI CORP | D | 2020-03-13 | $94,605 | $109,348 | -$14,743 | -$14,743 |
| 62,000 XIAOMI CORP | D | 2020-06-19 | $100,210 | $103,230 | -$3,020 | -$3,020 |
| PASS THROUGH INCOME/LOSS FROM PARTNERSHIPS | P | 2020-12-31 | $320,542 | $320,542 | $320,542 | |
| PASS THROUGH INCOME/LOSS FROM PARTNERSHIPS | P | 2020-12-31 | $164,239 | $164,239 | $164,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $455,881 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,384 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,384 | SubtotalAmt |
| Tax Based On Investment Income | $5,384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $9,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,656 | OverpaymentAmt |
| Applied To ES Tax | $3,656 | 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 | false | 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 | $209,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,786,911 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,996,352 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,996,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $404,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,591,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,329,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,329,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,384 | TotalTaxAmt |
| Distributable Before Adj | $1,324,186 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,324,186 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,324,186 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,176,257 | 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 | $1,176,257 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,176,257 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,324,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,415 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $510,198 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $581,613 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,176,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,176,257 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $147,929 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $147,929 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $433,684 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $433,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $433,684 | ExcessFromYear1Amt |
| 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 (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE MORTON ARBORETURM | ||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | NONE | GENERAL AND UNRESTRICTED | $62,500 |
| ADLAI STEVENSON CENTER | ||||||
| 25200 N ST MARYS RD | METTAWA | IL | 60045 | NONE | GENERAL AND UNRESTRICTED | $500 |
| ANDERSON RANCH ARTS CENTER | ||||||
| 5263 OWL CREEK RD | SNOWMASS VILLAGE | CO | 81615 | NONE | GENERAL AND UNRESTRICTED | $27,000 |
| HARVARD UNIVERSITY | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | GENERAL AND UNRESTRICTED | $195,000 |
| OLD TOWN SCHOOL OF FOLK MUSIC | ||||||
| 909 W ARMITAGE AVE | CHICAGO | IL | 60614 | NONE | GENERAL AND UNRESTRICTED | $500 |
| THE TRUST FOR PUBLIC LAND | ||||||
| CHICAGO FIELD OFFICE 53 W JACKSON | CHICAGO | IL | 60604 | NONE | GENERAL AND UNRESTRICTED | $185,000 |
| CHICAGO PUBLIC MEDIA | ||||||
| 848 EAST GRAND AVENUE | CHICAGO | IL | 60611 | NONE | GENERAL AND UNRESTRICTED | $248,500 |
| THE ART INSTITUTE OF CHICAGO | ||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | GENERAL AND UNRESTRICTED | $2,500 |
| LIVING WITH WOLVES | ||||||
| PO BOX 896 | SUN VALEY | ID | 83353 | NONE | GENERAL AND UNRESTRICTED | $300 |
| WRITERS THEATRE | ||||||
| 664 VERNON AVE | GLENCOE | IL | 60022 | NONE | GENERAL AND UNRESTRICTED | $6,000 |
| THE ASPEN INSTITUTE | ||||||
| 1000 NORTH THIRD ATREET | ASPEN | CO | 81611 | NONE | GENERAL AND UNRESTRICTED | $3,500 |
| THE FAMILY INSTITUTE | ||||||
| 8 S MICHIGAN AVE 500 | CHICAGO | IL | 60603 | NONE | GENERAL AND UNRESTRICTED | $500 |
| ASPEN COMMUNITY FOUNDATION | ||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | NONE | GENERAL AND UNRESTRICTED | $500 |
| 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 |
| WESLEYAN UNIVERSITY | ||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | NONE | GENERAL AND UNRESTRICTED | $500 |
| AMERICAN RIVERS | ||||||
| 1101 14TH STREET NW STE 1400 | WASHINGTON | DC | 20005 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| ASPEN PUBLIC RADIO | ||||||
| 110 EAST HALLAM ST SUITE 134 | ASPEN | CO | 81611 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| ACLU FOUNDATION | ||||||
| 150 N MICHIGAN AVE 600 | CHICAGO | IL | 60601 | NONE | GENERAL AND UNRESTRICTED | $200 |
| THE CHICAGO COMMUNITY TRUST | ||||||
| 225 N MICHIGAN AVE STE 2200 | CHICAGO | IL | 60601 | NONE | GENERAL AND UNRESTRCITED | $205,000 |
| BULLETIN FOR THE ATOMIC SCIENTISTS | ||||||
| PO BOX 15461 | CHICAGO | IL | 60615 | NONE | GENERAL AND UNRESTRICTED | $2,500 |
| ANSHE SHOLOM B'NAI ISRAEL CONGREGATION | ||||||
| 540 W MELROSE ST | CHICAGO | IL | 60657 | NONE | GENERAL AND UNRESTRICTED | $100 |
| DENISON UNIVERSITY | ||||||
| 100 W COLLEGE ST | GRANVILLE | OH | 43023 | NONE | GENERAL AND UNRESTRICTED | $200 |
| NORTH SHORE SENIOR CENTER | ||||||
| 161 NORTHFIELD RD | NORTHFIELD | IL | 60093 | NONE | GENERAL AND UNRESTRICTED | $500 |
| OUNCE OF PREVENTION FUND | ||||||
| 122 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | GENERAL AND UNRESTRICTED | $55,000 |
| CHICAGO CULTURAL ALLIANCE | ||||||
| 100 S STATE ST 4TH FLOOR | CHICAGO | IL | 60603 | NONE | GENERAL AND UNRESTRICTED | $500 |
| THE MARSHALL PROJECT | ||||||
| 156 W 56TH ST 701 | NEW YORK | NY | 10019 | NONE | GENERAL AND UNRESTRICTED | $300 |
| 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 |
| CONCORD ACADEMY | ||||||
| 166 MAIN ST | CONCORD | MA | 01742 | NONE | GENERAL AND UNRESTRICTED | $300 |
| MY BLOCK MY HOOD MY CITY | ||||||
| 47 W POLK ST STE 100 | CHICAGO | IL | 60605 | NONE | GENERAL AND UNRESTRICTED | $500 |
| ACTIVE TRANSPORTATION ALLIANCE | ||||||
| 35 E WACKER PL 1782 | CHICAGO | IL | 60601 | NONE | GENERAL AND UNRESTRICTED | $500 |
| DEPAUL COLEMAN ENTREPRENEURSHIP CENTER | ||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | NONE | GENERAL AND UNRESTRICTED | $2,000 |
| UC BERKELEY GRADUATE SCHOOL OF JOURNALISM | ||||||
| 121 NORTH GATE HALL | BERKELEY | CA | 94708 | NONE | GENERAL AND UBRESTRICTED | $2,500 |
| ANIXTER CENTER | ||||||
| 6610 N CLARK ST | CHICAGO | IL | 60626 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| JOURNEYCARE FOUNDATION | ||||||
| 2050 CLAIRE CT | GLENVIEW | IL | 60025 | NONE | GENERAL AND UNRESTRICTED | $500 |
| 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 |
| MESA PRIETA PETROGLYPH PROJECT | ||||||
| 1431 NM-68 | VELARDE | NM | 87582 | NONE | GENRAL AND UNRESTRICTED | $200 |
| CHICAGO SYMPHONY ORCHESTRA | ||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| INJUSTICE WATCH | ||||||
| 321 N CLARK ST | CHICAGO | IL | 60654 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| MOUNTAIN RESCUE ASPEN | ||||||
| 37925 CO-82 | ASPEN | CO | 81611 | NONE | GENERAL AND UNRESTRICTED | $500 |
| WITS | ||||||
| 641 W LAKE ST | CHICAGO | IL | 60661 | NONE | GENERAL AND UNRESTRICTED | $5,000 |
| CROW CANYON ARCHAEOLOGICAL CENTER | ||||||
| 23390 C R K | CORTEZ | CO | 81321 | NONE | GENERAL AND UNRESTRICTED | $2,000 |
| 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 | $5,000 |
| INDEPENDENCE PASS | ||||||
| P O BOX 1700 | ASPEN | CO | 81612 | NONE | GENERAL AND UNRESTRICTED | $500 |
| THE LEAKY FOUNDATION | ||||||
| 1003B OREILLY AVE | SAN FRANCISCO | CA | 94129 | NONE | GENERAL AND UNRESTRICTED | $250 |
| MIKVA CHALLENGE | ||||||
| 200 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | GENERAL AND UNRESTRICTED | $400 |
| NORTH SHORE COUNTRY DAY SCHOOL | ||||||
| 310 GREEN BAY RD | WINNETKA | IL | 60093 | NONE | GENERAL AND UNRESTRICTED | $500 |
| RAGDALE FOUNDATION | ||||||
| 1260 GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | GENERAL AND UNRESTRICTED | $500 |
| ROARING FORK OUTDOOR VOLUNTEERS | ||||||
| 214 MIDLAND AVE | BASALT | CO | 81621 | NONE | GENERAL AND UNRESTRICTED | $250 |
| WINNETKA HISTORICAL SOCIETY | ||||||
| 411 LINDEN ST | WINNETKA | IL | 60093 | NONE | GENERAL AND UNRESTRICTED | $250 |
| FIELD MUSEUM | ||||||
| 1400S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | GENERAL AND UNRESTRICTED | $53,000 |
| CHARITABLE CONTRIBUTIONS FROM K-1'S | ||||||
| 333 WEST WACKER DRIVE STE 700 | CHICAGO | IL | 60606 | NONE | GENERAL AND UNRESTRICTED | $7 |
| FREE SPIRIT MEDIA | ||||||
| 906 S HOMAN AVE | CHICAGO | IL | 60624 | NONE | GENERAL AND UNRESTRICTED | $300 |
| FRIENDS OF KATAHDIN WOODS & WATER | ||||||
| PO BOX 18177 | PORTLAND | ME | 04112 | NONE | GENERAL AND UNRESTRICTED | $500 |
| GARY COMER YOUTH CENTER | ||||||
| 7200 S INGLESIDE AVE | CHICAGO | IL | 60619 | NONE | GENERAL AND UNRESTRICTED | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| GREENHOUSE SCHOLARS | ||||||
| 1820 FOLSOM STREET | BOULDER | CO | 80302 | NONE | GENERAL AND UNRESTRICTED | $1,000 |
| ILLINOIS HUMANITIES | ||||||
| 125 S CLARK S 650 | CHICAGO | IL | 60603 | NONE | GENERAL AND UNRESTRICTED | $500 |
| 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 | $1,000 |
| 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 | $500 |
| UNITED WAY OF METRO CHICAGO COVID-19 RESPOND | ||||||
| 333 S WABASH AVE 30TH FLOOR | CHICAGO | IL | 60604 | NONE | GENERAL AND UNRESTRICTED | $50,000 |
| YWAM SDB | ||||||
| 1101 BAY BLVD C | CHULA VISTA | CA | 91911 | NONE | GENERAL AND UNRESTRICTED | $4,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,176,257 | 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 | $20,757 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $224,505 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,620 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $455,881 | 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 | -$439 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | -$108,976 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,181 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $592,167 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $606,348 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEPHEN AND SUSAN BAIRD | |||||||
| 1 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $140,833 | Yes (X) | Yes (X) |
| STEPHEN AND SUSAN BAIRD | |||||||
| 2 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $159,548 | Yes (X) | Yes (X) |
| STEPHEN AND SUSAN BAIRD | |||||||
| 3 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $300,000 | Yes (X) | |
| STEPHEN AND SUSAN BAIRD | |||||||
| 4 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $50,000 | Yes (X) | |
| STEPHEN AND SUSAN BAIRD | |||||||
| 5 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $121,880 | Yes (X) | Yes (X) |
| STEPHEN AND SUSAN BAIRD | |||||||
| 6 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $1,000,000 | Yes (X) | |
| STEPHEN AND SUSAN BAIRD | |||||||
| 7 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $95,460 | Yes (X) | Yes (X) |
| STEPHEN AND SUSAN BAIRD | |||||||
| 8 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $2,014,704 | Yes (X) | |
| STEPHEN AND SUSAN BAIRD | |||||||
| 9 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $2,000,000 | Yes (X) | |
| STEPHEN AND SUSAN BAIRD | |||||||
| 10 | 120 S LASALLE STR STE 2000 | CHICAGO | IL | 60603 | $1,600,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 73,265 SHARES OF XIAOMI CORP | $109,348 | 2020-03-11 |
| 1 | 2,534 SHARES OF MEITUAN DIANPING | $31,485 | 2020-03-11 |
| 2 | 62,000 SHARES OF XIAOMI CORP | $103,230 | 2020-06-16 |
| 2 | 2,534 SHARES OF MEITUAN DIANPING | $56,318 | 2020-06-16 |
| 5 | 4,278 SHARES OF MEITUAN DIANPING | $121,880 | 2020-08-11 |
| 7 | 3,066 SHARES OF MEITUAN DIANPING | $95,460 | 2020-09-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $11,000 | 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 | $29,563,583 | BookValueAmt |
| EOYFMV | $39,066,914 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $19,448 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $38 | $38 |
| BANK FEES | $125 | $125 |
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 | -$109,415 | -$109,415 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $169,142 | Amt |
| Net Investment Income | $169,142 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES FROM K-1'S | CategoryTxt |
| Amt | $13,105 | Amt |
| Net Investment Income | $13,105 | NetInvestmentIncomeAmt |
Comments