PERT FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PERT FOUNDATION (EIN 81-0585993)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-08
- IRS object ID
- 201912209349300906
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-08T13:23:17-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S Wacker Drive Ste 800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810585993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pert Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERT | BusinessNameControlTxt |
| Phone | 3126168000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave No 2200 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jason Baxendale | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3126168000 | PhoneNum |
| Signature | 2019-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-08 | IPDt |
| IP Tm | 11:12:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jason Baxendale | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave No 2200 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,458,200 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Provides grant support to tax exempt charitable organizations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,154,343 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,225,713 | CYInvestmentIncomeAmt |
| PY Other Revenue | $302 | PYOtherRevenueAmt |
| CY Other Revenue | $252 | CYOtherRevenueAmt |
| PY Total Revenue | $1,154,645 | PYTotalRevenueAmt |
| CY Total Revenue | $5,225,965 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,515,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,290,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $237,050 | PYOtherExpensesAmt |
| CY Other Expenses | $145,164 | CYOtherExpensesAmt |
| PY Total Expenses | $11,752,050 | PYTotalExpensesAmt |
| CY Total Expenses | $18,435,164 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,597,405 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,209,199 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,597,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,384,659 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,572 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,538,681 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,384,659 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,324,014 | ExpenseAmt |
| Grant | $18,290,000 | GrantAmt |
| Desc | The Pert Foundation is a philanthropic grantmaking institution that supports the mission of The Chicago Community Trust and The Chicago Community Trust Foundation through granting funds to charitable organizations within a designated class or purpose. | Desc |
| Total Program Service Expenses | $18,324,014 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Chicago Community Trust Attn Rosa Carrillo | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126168000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Avenue Suite 2200 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Jason Baxendale | |||||||
| President and Director | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $227,225 | $17,903 |
| Heather Bilandic Black | |||||||
| Vice President and Director | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| James J Glasser | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Elizabeth Liebman | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas C Liebman | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Carol Crenshaw | |||||||
| Treasurer (until 09/30/2018) | 1.00 | 40.00 | Yes (X) | $0 | $294,346 | $19,829 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $521,571 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,732 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $344,039 | TotalRevenueColumnAmt |
| Exclusion | $344,039 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,113,909 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,232,235 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,881,674 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,881,674 | TotalRevenueColumnAmt |
| Exclusion | $4,881,674 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252 | TotalRevenueColumnAmt |
| Exclusion | $252 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $252 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,225,965 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,225,965 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,290,000 | TotalAmt |
| Program Services | $18,290,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,121 | TotalAmt |
| Management And General | $77,121 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15 | TotalAmt |
| Management And General | $15 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fees for Staff Services | Desc |
| Total | $68,028 | TotalAmt |
| Program Services | $34,014 | ProgramServicesAmt |
| Management And General | $34,014 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,435,164 | TotalAmt |
| Program Services | $18,324,014 | ProgramServicesAmt |
| Management And General | $111,150 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,519 | BOYAmt |
| EOY | $5,519 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,066 | BOYAmt |
| EOY | $176,715 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,966,668 | BOYAmt |
| EOY | $10,202,425 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,597,253 | BOYAmt |
| EOY | $10,384,659 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,572 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,572 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,538,681 | BOYAmt |
| EOY | $10,384,659 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,538,681 | BOYAmt |
| EOY | $10,384,659 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,597,253 | BOYAmt |
| EOY | $10,384,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$13,209,199 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,944,823 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| The Chicago Community Foundation | ||||
| 363432023 | 7 | 0 | $17,265,000 | $0 |
| The Chicago Community Trust | ||||
| 362167000 | 8 | Yes (1) | $150,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $17,415,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule A, Part I, Line 12g: | Monetary support to supported organizations by charitable class or purpose was $875,000. See Schedule I and Schedule A narratives for details. |
| Form 990, Schedule A, Part IV, Line 1: | The Pert Foundation (Pert) is a supporting organization of The Chicago Community Trust (Trust) and The Chicago Community Foundation (Foundation). The mission of the Trust and the Foundation is to lead and inspire philanthropic efforts that measurably improve the quality of life and prosperity in the region. The governing boards of the Trust and Foundation consist of the same seventeen members and have the power to appoint the majority of the governing board of Pert. The Trust and Foundation received a private letter ruling from the Internal Revenue Service which allows for the Foundation to be making grants to charitable organizations that operate exclusively to perform the functions or to carry out the purposes of the Trust and Foundation by promoting the mental, moral, intellectual and physical improvements, assistance, and relief of the residents of the greater Chicago Metropolitan region. |
| Form 990, Schedule A, Part IV, Lines 5a and 5b: | Pert supports the charitable purposes of the Trust and Foundation by making grants to charitable organizations that operate exclusively to perform the functions or to carry out the purposes of the Trust or Foundation by promoting the mental, moral, intellectual and physical improvements, assistance, and relief of the inhabitants of the greater Chicago Metropolitan area. Grants made by Pert to charitable organizations greater than $5,000 are listed on Schedule I. These supported organizations are designated by class or purpose and support the charitable purposes of the Trust and Foundation. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,538,681 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,281,142 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,290,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $145,164 | AdministrativeExpensesAmt |
| End Year Balance | $10,384,659 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,479,227 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,811,504 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,515,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $237,050 | AdministrativeExpensesAmt |
| End Year Balance | $27,538,681 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,864,202 | BeginningYearBalanceAmt |
| Contributions | $10,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,818,739 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $967,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $236,214 | AdministrativeExpensesAmt |
| End Year Balance | $35,479,227 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,575,351 | BeginningYearBalanceAmt |
| Contributions | $5,004,730 | ContributionsAmt |
| Investment Earnings Or Losses | -$731,955 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $792,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $191,424 | AdministrativeExpensesAmt |
| End Year Balance | $23,864,202 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,038,079 | BeginningYearBalanceAmt |
| Contributions | $2,880,354 | ContributionsAmt |
| Investment Earnings Or Losses | $1,687,470 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $885,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $145,552 | AdministrativeExpensesAmt |
| End Year Balance | $20,575,351 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | To provide dollars to meet the mission and goals of The Pert Foundation. |
| Part X, Line 2: | The Trust and its affiliates received tax determination letters from the Internal Revenue Service indicating that they are tax-exempt organizations under Section 5501 (c)(3) of the Internal Revenue Code and, except for taxes pertaining to unrelated business income, are exempt from federal and state income taxes. No provision has been made for income taxes in the accompanying consolidated financial statements as The Trust and its affiliates have no significant unrelated business income. The Trust and its affiliates account for uncertain tax position in accordance with FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes (included in FASB ASC Subtopic 740-10, Income Taxes Overall). There is no impact on the consolidated financial statements as a result of this pronouncement as the Trust and affiliates have no significant uncertain tax positions. On December 22, 2017, the President signed into law H.R. 1, originally known as the Tax Cuts and Jobs Act. The new law includes several provisions that result in substantial changes to the tax treatment of tax-exempt organizations and their donors. The Trust and affiliates have reviewed these provisions and the potential impact and concluded the enactment of H.R. 1 will not have a material effect on the operations of the organization. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The Chicago Community Foundation | ||||||||
| 225 N Michigan Avenue Suite 2200 | Chicago | IL | 606014501 | 363432023 | 501(c)(3) | $17,265,000 | General Operating Support | |
| The Chicago Community Trust | ||||||||
| 225 N Michigan Avenue Suite 2200 | Chicago | IL | 606011009 | 362167000 | 501(c)(3) | $150,000 | General Operating Support | |
| SGA Youth & Family Services | ||||||||
| 11 E Adams | Chicago | IL | 606036301 | 362167916 | 501(c)(3) | $100,000 | General Operating Support | |
| A Better Chicago | ||||||||
| 600 West Van Buren Suite 510 | Chicago | IL | 60602 | 274499625 | 501(c)(3) | $75,000 | General Operating Support | |
| Journeycare Foundation Inc | ||||||||
| 405 Lake Zurich Road | Barrington | IL | 600103141 | 363820916 | 501(c)(3) | $50,000 | General Operating Support | |
| Chicago Humanities Festival | ||||||||
| 500 N Dearborn Street Suite 825 | Chicago | IL | 606547659 | 367148236 | 501(c)(3) | $50,000 | General Operating Support | |
| Illinois Partners for Human Service | ||||||||
| 33 W Grand Avenue Suite 300 | Chicago | IL | 60654 | 454408108 | 501(c)(3) | $50,000 | General Operating Support | |
| The Chicago Lighthouse for People Who are Blind Or Visually Impaired | ||||||||
| 1850 W Roosevelt Road | Chicago | IL | 606081200 | 362169139 | 501(c)(3) | $35,000 | General Operating Support | |
| Illinois Arts Alliance | ||||||||
| 70 E Lake Street Suite 420 | Chicago | IL | 606017689 | 363177592 | 501(c)(3) | $35,000 | General Operating Support | |
| Chicago Dance History Project | ||||||||
| 7617 N Eastlake Terrace Unit C | Chicago | IL | 60626 | 474927350 | 501(c)(3) | $35,000 | General Operating Support | |
| Woodstock Christian Life Services | ||||||||
| 920 N Seminary Avenue | Woodstock | IL | 600982996 | 363186415 | 501(c)(3) | $30,000 | General Operating Support | |
| The Lake County Community Foundation | ||||||||
| 114 S Genesee Street Suite 505 | Waukegan | IL | 60085 | 203654399 | 501(c)(3) | $25,000 | General Operating Support | |
| Northwestern University Settlement Association | ||||||||
| 1400 W Augusta Boulevard | Chicago | IL | 606423939 | 362167818 | 501(c)(3) | $25,000 | General Operating Support | |
| Civic Federation | ||||||||
| 10 N Dearborn Street Suite 800 | Chicago | IL | 606024304 | 362170124 | 501(c)(3) | $25,000 | General Operating Support | |
| Planned Parenthood of Illinois | ||||||||
| 18 S Michigan Avenue 6th Floor | Chicago | IL | 606033200 | 362170901 | 501(c)(3) | $25,000 | General Operating Support | |
| Metropolitan Planning Council | ||||||||
| 140 S Dearborn Street Suite 1400 | Chicago | IL | 606035208 | 362382849 | 501(c)(3) | $25,000 | General Operating Support | |
| Chicago Public Media Inc | ||||||||
| 848 E Grand Avenue Navy Pier | Chicago | IL | 606113509 | 363687394 | 501(c)(3) | $25,000 | General Operating Support | |
| Street-Level Youth Media | ||||||||
| 1637 N Ashland Avenue | Chicago | IL | 606221420 | 364039558 | 501(c)(3) | $25,000 | General Operating Support | |
| Free Spirit Media NFP | ||||||||
| 1327 W Washington Boulevard Suite | Chicago | IL | 60607 | 364456215 | 501(c)(3) | $25,000 | General Operating Support | 103B |
| Illinois Humanities Council Inc | ||||||||
| 125 S Clark Street Suite 650 | Chicago | IL | 606035200 | 370971586 | 501(c)(3) | $25,000 | General Operating Support | |
| Community Foundation of Will County | ||||||||
| 701 Essington Road Suite 103 | Joliet | IL | 60435 | 760821144 | 501(c)(3) | $25,000 | General Operating Support | |
| Family Health Partnership Clinic | ||||||||
| 401 E Congress Parkway | Crystal Lake | IL | 600146210 | 364277029 | 501(c)(3) | $20,000 | General Operating Support | |
| Fairvote | ||||||||
| 6930 Carroll Street Suite 240 | Takoma Park | MD | 20912 | 010911420 | 501(c)(3) | $15,000 | General Operating Support | |
| Women Employed | ||||||||
| 65 E Wacker Place Suite 1500 | Chicago | IL | 606017253 | 362969526 | 501(c)(3) | $15,000 | General Operating Support | |
| Delta Institute | ||||||||
| 35 E Wacker Drive Suite 1200 | Chicago | IL | 606012109 | 364210191 | 501(c)(3) | $15,000 | General Operating Support | |
| Avenues to Independence | ||||||||
| 515 Busse Highway | Park Ridge | IL | 600683154 | 366008710 | 501(c)(3) | $15,000 | General Operating Support | |
| Audience Architects NFP | ||||||||
| 100 S State Street 4th Floor | Chicago | IL | 60603 | 383748678 | 501(c)(3) | $15,000 | General Operating Support | |
| Chicago Dancemakers Forum | ||||||||
| 159 E Walton 20A | Chicago | IL | 60611 | 472428034 | 501(c)(3) | $15,000 | General Operating Support | |
| Moneythink | ||||||||
| 405 W Superior Street | Chicago | IL | 606548559 | 271052771 | 501(c)(3) | $10,000 | General Operating Support | |
| The Awakenings Foundation | ||||||||
| 4001 N Ravenswood Avenue | Chicago | IL | 606131154 | 271747959 | 501(c)(3) | $10,000 | General Operating Support | |
| Chicago Cultural Accessibility Consortium | ||||||||
| 1523 West Edgewater Avenue 2W | Chicago | IL | 60660 | 352613807 | 501(c)(3) | $10,000 | General Operating Support | |
| Connections for the Homeless Inc | ||||||||
| 2121 Dewey Avenue | Evanston | IL | 602013057 | 363346917 | 501(c)(3) | $10,000 | General Operating Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 32 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Prospective grantee organizations are required to submit a proposal requesting funding which outlines the purpose of the grant, the population to be services, and the expected outcomes. The proposal is reviewed by staff or director to determine the merits of the proposal. The proposal and evaluation is presented to the Board of Directors, if approved by the Board, the proposal is funded. The grantee is required to submit a program and financial report at the end of the funding cycle describing the uses of the funds and the outcomes. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jason Baxendale | ||||||||||||||
| President and Director | $0 | $226,925 | $0 | $0 | $0 | $300 | $0 | $9,150 | $0 | $8,753 | $0 | $245,128 | $0 | $0 |
| Carol Crenshaw | ||||||||||||||
| Treasurer (until 09/30/2018) | $0 | $292,366 | $0 | $0 | $0 | $1,980 | $0 | $10,800 | $0 | $9,029 | $0 | $314,175 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part II, Line 1: | FormAndLineReferenceDesc |
| Explanation | Mr. Baxendale and Ms. Crenshaw are paid employees of The Chicago Community Trust, EIN #36-2167000, which is a related organization. Mr. Baxendale serves as President and Director of the Pert Foundation. Ms. Crenshaw serves as Treasurer of The Pert Foundation. Mr. Baxendale and Ms. Crenshaw do not receive compensation from The Pert Foundation for services rendered. All board members serve without compensation. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1, Description of Organization's Mission: | The Pert Foundation is organized and operated to foster, support, develop and maintain charitable activities and vital human and educational services by supporting and carrying out the charitable purposes of The Chicago Community Trust and The Chicago Community Foundation by such means as the board of directors of the organization may determine from time to time. |
| Form 990, Part VI, Section A, line 2 | Thomas C. Liebman and Elizabeth Liebman have a familial relationship. Mr. Baxendale and Ms. Crenshaw are both paid employees of The Chicago Community Trust, a related tax-exempt organization. Mr. Baxendale serves as the President and a director of the Pert Foundation, and Ms. Crenshaw serves as Treasurer of the Pert Foundation. |
| Form 990, Part VI, Section A, line 6 | The Members of The Pert Foundation are diveded into two classes: the Donor Members are Charles Liebman and Mary Liebman. The initial Publicly Supported Organization Member is The Chicago Community Trust. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is reviewed and approved by the President of the Board before filing with the IRS. The Form 990 is subsequently circulated to other Board members. |
| Form 990, Part VI, Section C, line 19 | A copy of the governing documents, conflict of interest policy and financial statement are available upon request for the same period of disclosure as set forth in IRC Section 6104(d). Currently, the organization does not have a formal conflict of interest policy, whistleblower policy, or document retention and destruction policy, but is currently following the policies of The Chicago Community Trust. |
| Form 990, Part XII, Financial Statements and Reporting, Line 2c: | The audit committee of the supported organization, The Chicago Community Trust, assumes responsibility for oversight of the audit, review of the financial statements, and selection of the independent accountants. |
| Part VII Section A, Column B | Activities of the Board include: attending and preparing for board meetings and various other administrative matters. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| The Chicago Community Foundation | |||||||||||
| 225 N Michigan Ave Ste 2200 | Chicago | IL | 60601 | 363432023 | Phil. Grantmaking | IL | 501(c)(3) | Line 7 | CCT | Yes (1) | |
| The Chicago Community Trust | |||||||||||
| 225 N Michigan Ave Ste 2200 | Chicago | IL | 60601 | 362167000 | Phil. Grantmaking | IL | 501(c)(3) | Line 8 | 0 | N/A | |
| Springboard Foundation | |||||||||||
| 225 N Michigan Ave Ste 2200 | Chicago | IL | 60601 | 364482332 | Phil. Grantmaking | IL | 501(c)(3) | Line 12a, I | CCF | Yes (1) | |
| The Community Foundation of Will County | |||||||||||
| 225 N Michigan Ave Ste 2200 | Chicago | IL | 60601 | 760821144 | Phil. Grantmaking | IL | 501(c)(3) | Line 12a, I | CCT | Yes (1) | |
| The Lake County Community Foundation | |||||||||||
| 225 N Michigan Ave Ste 2200 | Chicago | IL | 60601 | 203654399 | Phil. Grantmaking | IL | 501(c)(3) | Line 12a, I | CCF | Yes (1) | |
| Glasser and Rosenthal Family Foundation | |||||||||||
| 225 N Michigan Ave Ste 2200 | Chicago | IL | 60601 | 453577069 | Phil. Grantmaking | IL | 501(c)(3) | Line 12a, I | CCT | Yes (1) | |
| The Lavin Family Supporting Foundation | |||||||||||
| 225 N Michigan Ave Ste 2200 | Chicago | IL | 60601 | 364120653 | Phil. Grantmaking | IL | 501(c)(3) | Line 12a, I | CCT | Yes (1) | |
| The Community Foundation for McHenry County | |||||||||||
| 620 Dakota St | Crystal Lake | IL | 60012 | 364465219 | Phil. Grantmaking | IL | 501(c)(3) | Line 12a, I | CCT | Yes (1) | |
| Metropolis Strategies | |||||||||||
| 21 S Clark St | Chicago | IL | 60603 | 364278088 | Phil. Grantmaking | IL | 501(c)(3) | Line 12a, I | CCT | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| The Chicago Community Foundation | ||
| B | $17,265,000 | Accrual |
| The Chicago Foundation of Community Foundation of Will County | ||
| B | $25,000 | Accrual |
| The Lake County Community Foundation | ||
| B | $25,000 | Accrual |
Comments