STEPHEN W AND SUSAN M BAIRD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN W AND SUSAN M BAIRD FOUNDATION (EIN 20-0478557)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202523149349101372
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- 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 | 2025-11-10T09:51:57-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362929601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FGMK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200478557 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN AND STEPHEN BAIRD FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O STEPHEN W BAIRD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSA | BusinessNameControlTxt |
| Phone | 3123681855 | PhoneNum |
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 | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT H MINSHALL | PreparerPersonNm |
| PTIN | P00630217 | PTIN |
| Phone | 8473740400 | PhoneNum |
| Preparation | 2025-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,744,186 | 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 | $341,977 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $740,977 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $740,977 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,054,235 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,344,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,047,010 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48,198 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,881 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,185,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,829,908 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,765 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,765 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $238,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $238,261 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,149 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $555,507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $554,202 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $117 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $840,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $835,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,882 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,248,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,248,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,089,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $835,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,252,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$903,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $994,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $576,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,205,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,205,412 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $33,847,685 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,966,248 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,538,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,423,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,171,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,744,186 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,416,308 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,171,660 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,416,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,171,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,423,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,171,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,416,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$903,840 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,512,468 | SubtotalAmt |
| Other Decreases | $340,808 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,171,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 1231 GAIN/LOSS | P | 2024-01-01 | 2024-12-31 | $373 | $373 | $373 | |
| GAIN/LOSS FROM PASSTHROUGHS | P | 2024-01-01 | 2024-12-31 | -$288,887 | -$288,887 | $288,887 | |
| GAIN/LOSS FROM PASSTHROUGHS | P | 2024-01-01 | 2024-12-31 | $1,003,554 | $996,274 | $996,274 | $7,280 |
| FIDELITY #-7910 | 2015-06-05 | 2024-10-29 | $340,363 | $339,250 | $339,250 | $1,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,047,010 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,874 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,874 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,050 | OverpaymentAmt |
| Applied To ES Tax | $11,050 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN W BAIRD | IndividualWithBooksNm |
| Phone | 3123681855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S LASALLE ST STE 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 ST STE 2000 | CHICAGO | IL | 60603 | DIRECTOR, PRESIDENT | 0.10 | $0 | $0 | $0 |
| SUSAN M BAIRD | ||||||||
| 120 S LASALLE ST STE 2000 | CHICAGO | IL | 60603 | DIRECTOR, SECRETARY | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRESHAM PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER STE 700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $198,211 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,670,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,766,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,436,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,436,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $711,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,725,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,336,266 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,336,266 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,824 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $327 | IncomeTaxAmt |
| Total Tax | $14,151 | TotalTaxAmt |
| Distributable Before Adj | $2,322,115 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,322,115 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,322,115 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,252,702 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,252,702 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,322,115 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,271 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $32,732 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $104,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,252,702 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,252,702 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $69,413 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $69,413 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,590 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,858 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,732 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,732 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIES FOR COMMUNITY BUSINESS | ||||||||
| 135 N KEDZIE AVENUE | CHICAGO | IL | 60612 | NONE | PC | GENERAL AND UNRESTRICTED | $50,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL AND UNRESTRICTED | $30,000 | |
| ANDERSON RANCH ARTS CENTER | ||||||||
| 5263 OWL CREEK ROAD PO BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | GENERAL AND UNRESTRICTED | $20,000 | |
| ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO | ||||||||
| 225 EAST CHICAGO AVENUE BOX 4 | CHICAGO | IL | 60611 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| CAROLE ROBERTSON CENTER FOR LEARNING | ||||||||
| 1111 S WESTERN AVE SUITE B | CHICAGO | IL | 60612 | NONE | PC | GENERAL AND UNRESTRICTED | $65,000 | |
| CHICAGO COMMUNITY FOUNDATION | ||||||||
| 33 SOUTH STATE STREET SUITE 750 | CHICAGO | IL | 60603 | NONE | PC | GENERAL AND UNRESTRICTED | $247,500 | |
| CHICAGO MEDIA PROJECT | ||||||||
| 301 WEST GRAND AVENUE 170 | CHICAGO | IL | 60654 | NONE | PC | GENERAL AND UNRESTRICTED | $35,000 | |
| CHICAGO PUBLIC MEDIA WBEZ | ||||||||
| 848 EAST GRAND AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL AND UNRESTRICTED | $125,000 | |
| ERIE FAMILY HEALTH FOUNDATION | ||||||||
| 1701 W SUPERIOR STREET | CHICAGO | IL | 60622 | NONE | SO I | GENERAL AND UNRESTRICTED | $25,000 | |
| EVERGREEN CLIMATE INNOVATIONS | ||||||||
| 20 NORTH WACKER DRIVE SUITE 1200 | CHICAGO | IL | 60606 | NONE | PC | GENERAL AND UNRESTRICTED | $50,000 | |
| FIDELITY CHARITABLEGASTEVICH FAMILY GIVING FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | GENERAL AND UNRESTRICTED | $85,210 | |
| FIDELITY CHARITABLEBAIRD & WARNER GOOD WILL WORKS | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | GENERAL AND UNRESTRICTED | $100,000 | |
| HARVARD UNIVERSITY | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL AND UNRESTRICTED | $335,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| ROARING FORK PUBLIC RADIO INC - ASPEN PUBLIC RADIO | ||||||||
| 110 EAST HALLAM ST STE 134 | ASPEN | CO | 81611 | NONE | PC | GENERAL AND UNRESTRICTED | $25,000 | |
| THE MORTON ARBORETUM | ||||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | NONE | PC | GENERAL AND UNRESTRICTED | $310,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 23 GEARY ST SUITE 1000 | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL AND UNRESTRICTED | $200,000 | |
| UC BERKELEY GRADUATE SCHOOL OF JOURNALISM | ||||||||
| 200 CALIFORNIA HALL 1500 | BERKELEY | CA | 94720 | NONE | PC | GENERAL AND UNRESTRICTED | $25,000 | |
| VOCEL VIEWING OUR CHILDREN AS EMERGING LEADERS NFP | ||||||||
| 1550 WEST CARROL AVENUE 203 | CHICAGO | IL | 60607 | NONE | PC | GENERAL AND UNRESTRICTED | $25,000 | |
| WORKING IN THE SCHOOLS | ||||||||
| 150 N WACKER DR STE 1120 | CHICAGO | IL | 60606 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| WRITERS THEATRE INC | ||||||||
| 321 PARK AVENUE | GLENCOE | IL | 60022 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| WTTW WINDOW TO THE WORLD COMMUNICATIONS | ||||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| ASPEN INSTITUTE | ||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL AND UNRESTRICTED | $50,000 | |
| ELEVATE ENERGY | ||||||||
| 322 SOUTH GREEN STREET SUITE 300 | CHICAGO | IL | 60607 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| ENVIRONMENTAL LAW & POLICY CENTER | ||||||||
| 35 EAST WACKER DRIVE SUITE 1600 | CHICAGO | IL | 60601 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| CENTER FOR INVESTIGATIVE REPORTING | ||||||||
| PO BOX 8307 | EMERYVILLE | CA | 94662 | NONE | PC | GENERAL AND UNRESTRICTED | $20,000 | |
| MOTHER JONES | ||||||||
| 222 SUTTER STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL AND UNRESTRICTED | $25,000 | |
| LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION | ||||||||
| 2501 SOUTH WHIPPLE STREET | CHICAGO | IL | 60623 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| FIDELITY CHARITABLELUCY BAIRD GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | GENERAL AND UNRESTRICTED | $85,210 | |
| PROOFING STATION | ||||||||
| 500 WEST MADISON STREET 1000 | CHICAGO | IL | 60661 | NONE | PC | GENERAL AND UNRESTRICTED | $25,000 | |
| FIDELITY CHARITABLESHURWOOD FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | GENERAL AND UNRESTRICTED | $170,900 | |
| SOLVE MECFS | ||||||||
| 350 NORTH GLENDALE AVENUE SUITE B | GLENDALE | CA | 91206 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | 368 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| VIVERY COMMUNITY | ||||||||
| 351 W HUBBARD STREET SUITE 709 | CHICAGO | IL | 60654 | NONE | PC | GENERAL AND UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,248,820 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $740,977 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,054,235 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBTI - FROM PASSTHROUGH INVESTMENTS | 900099 | -$3,811 | ||
| MISCELLANEOUS INCOME | 900099 | 01 | $7,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,811 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,847,261 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,843,450 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 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 ST STE 2000 | CHICAGO | IL | 60603 | $67,822 | Yes (X) | Yes (X) |
| NORTH STREET INVESTMENTS 2 LLC | |||||||
| 2 | 120 S LASALLE ST STE 2000 | CHICAGO | IL | 60603 | $59,187 | Yes (X) | Yes (X) |
| NORTH STREET INVESTMENTS 2 LLC | |||||||
| 3 | 120 S LASALLE ST STE 2000 | CHICAGO | IL | 60603 | $149,731 | Yes (X) | Yes (X) |
| NORTH STREET INVESTMENTS 2 LLC | |||||||
| 4 | 120 S LASALLE ST STE 2000 | CHICAGO | IL | 60603 | $65,237 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 491 SHS PDD | $67,822 | 2024-05-08 |
| 2 | 395 SHS PDD | $59,187 | 2024-05-29 |
| 3 | 1,030 SHS PDD | $149,731 | 2024-06-18 |
| 4 | 518 SHS PDD | $65,237 | 2024-10-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,530 | Amt |
| Net Investment Income | $3,765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,765 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GRESHAM PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $31,966,248 | BookValueAmt |
| EOYFMV | $46,538,774 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT - STOCK DONATION | Desc |
| Amt | $340,808 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE CONTRIBUTIONS FROM PASSTHROUGHS | $76 | $0 | $76 |
| PORTFOLIO DEDUCTIONS FROM PASSTHROUGHS | $352,587 | $352,587 | $0 |
| NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGHS | $1,188 | $0 | $0 |
| OTHER EXPENSES FROM PASSTHROUGHS | $110,912 | $110,912 | $0 |
| BANKS FEES | $360 | $360 | $0 |
| IL FILING FEES | $41 | $0 | $41 |
| INVESTMENT INTEREST EXPENSES FROM PASSTHROUGHS | $88,486 | $88,486 | $0 |
| SUBSEQUENT INTEREST - GPE 23/24 | $1,857 | $1,857 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME/LOSS FROM PASSTHROUGHS | $41,881 | $41,881 | $0 |
| TAX-EXEMPT INTEREST INCOME FROM PASSTHROUGHS | $2,628 | $0 | $0 |
| UBTI - FROM PASSTHROUGH INVESTMENTS | -$3,811 | -$3,811 | |
| MISCELLANEOUS INCOME | $7,500 | $7,500 |
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 | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $198,261 | $198,261 | $0 |
| MANAGEMENT FEES | $40,000 | $40,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES FROM PASSTHROUGHS | CategoryTxt |
| Amt | $39,149 | Amt |
| Net Investment Income | $39,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |