SUE LING GIN FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUE LING GIN FOUNDATION TR (EIN 47-6858270)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-12
- IRS object ID
- 202523169349102552
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2025-11-12T12:59:44-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476858270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE LING GIN FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUEL | BusinessNameControlTxt |
| Phone | 3122432882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 NORTH SANGAMON ST 1A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID COTTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3122432882 | PhoneNum |
| Signature | 2025-11-07 | 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 | KIMBERLY A HAUMANN | PreparerPersonNm |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2025-11-07 | 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 | $66,971,207 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,025 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,025 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,384,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,384,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,637,303 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,718,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,637,303 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,630 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,630 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,029,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,029,505 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $184,318 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $184,318 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $179,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,797 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $409,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $230,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,560,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,356,336 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,970,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $230,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,386,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,940,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,799,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $509,904 | CashBOYAmt |
| Cash EOY | $254,613 | CashEOYAmt |
| Cash EOYFMV | $254,613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,582,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,506,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,506,503 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,633,071 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,653,352 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $5,578,209 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,663,188 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,663,188 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $73,675,081 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,529,479 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,893,551 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $81,345,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,586,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,971,207 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $37,204,200 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,204,200 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,217,899 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,217,899 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $79,127,434 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,164,755 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,345,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,382,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,345,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,586,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,345,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,940,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,404,370 | SubtotalAmt |
| Other Decreases | $21,716 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,382,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NORTHERN TRUST | PropertyDesc |
| Gross Sales Price | $124,718,839 | GrossSalesPriceAmt |
| Cost Or Other Basis | $117,081,536 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,637,303 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,637,303 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,637,303 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $150,110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $150,110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $150,110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $137,000 | 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 | $137,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $13,110 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID L COTTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122432882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 NORTH SANGAMON ST 1A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID COTTON | ||||||||
| 212 N SANGAMON 1A | CHICAGO | IL | 60607 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT HAMADA | ||||||||
| 212 N SANGAMON 1A | CHICAGO | IL | 60607 | TRUSTEE | 2.00 | $45,000 | $0 | $0 |
| MARK V NOFFKE- AS OF 31425 | ||||||||
| 212 N SANGAMON 1A | CHICAGO | IL | 60607 | EXECUTIVE DIRECTOR | 35.00 | $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 | NORTHERN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $184,318 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $83,634,622 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,005,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,639,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $87,639,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,314,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $86,325,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,316,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,316,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $150,110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $150,110 | TotalTaxAmt |
| Distributable Before Adj | $4,166,160 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,166,160 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,166,160 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,386,851 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,386,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,166,160 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $138,359 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,386,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $138,359 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,166,160 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,082,332 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,082,332 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,082,332 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $30,082,332 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUTOMOTIVE MENTORING GROUP | ||||||
| 6522 S LAVERGNE STREET | BEDFORD PARK | IL | 60638 | PC | GENERAL OPERATIONS | $150,000 |
| BOYS AND GIRLS CLUB OF CHICAGO | ||||||
| 2102 W MONROE ST | CHICAGO | IL | 60612 | PC | GENERAL OPERATIONS | $3,000 |
| BRAIN RESEARCH FOUNDATION | ||||||
| 111 W WASHINGTON ST 1460 | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $25,000 |
| CARA COLLECTIVE | ||||||
| 237 S DESPLAINES | CHICAGO | IL | 60661 | PC | GENERAL OPERATIONS | $5,000,000 |
| CHICAGO CRED INC | ||||||
| 300 E RANDOLPH SUITE 3850 | CHICAGO | IL | 60601 | POF | GENERAL OPERATIONS | $7,000,000 |
| CHINESE AMERICAN SERVICE LEAGUE | ||||||
| 2141 SOUTH TAN COURT | CHICAGO | IL | 60616 | PC | GENERAL OPERATIONS | $550,000 |
| COMMERCIAL CLUB FOUNDATION | ||||||
| 190 S LASALLE ST 39TH FL | CHICAGO | IL | 60603 | PC | THE CHICAGO POLICE LEADERSHIP ACADEMY | $10,000,000 |
| DEPAUL UNIVERSITY | ||||||
| 1 EAST JACKSON BLVD | CHICAGO | IL | 606042201 | PC | SUE GIN SCHOLARS INITIATIVE | $3,000,000 |
| FRIENDS OF ALZHEIMER'S CHICAGO | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $5,000 |
| GREATER JAMAICA DEVELOPMENT CORP | ||||||
| 90-04 161ST ST | JAMAICA | NY | 11432 | PC | SUE LING GIN FELLOWSHIPS | $305,000 |
| LYCEE FRANCAIS DE CHICAGO | ||||||
| 1929 W WILSON AVE | CHICAGO | IL | 60640 | PC | SPONSORSHIP | $4,750 |
| MEALS ON WHEELS CHICAGO | ||||||
| 314 W SUPERIOR ST 201 | CHICAGO | IL | 60654 | PC | GENERAL OPERATIONS | $5,000 |
| MIDWEST GLOBAL ALLIANCE | ||||||
| 1 N WACKER DR STE 1700 | CHICAGO | IL | 60606 | PC | MIDWEST GOOD MATTERS CAMPAIGN | $25,000 |
| NAVY PIER INC | ||||||
| 600 E GRAND AVE | CHICAGO | IL | 60611 | PC | SPONSORSHIP | $25,000 |
| NORTH AMERICAN WORD GAME PLAYERS ASSOCIATION | ||||||
| PO BOX 12115 | DALLAS | TX | 75225 | NC | COLLEGIATE SCRABBLE CHAMPIONSHIP | $10,000 |
| ONE TREE PLANTED | ||||||
| 145 PINE HAVEN SHORES RD | SHELBURNE | VT | 05482 | PC | WILDFIRE RESTORATION IN CA | $5,500 |
| PEACETREES VIETNAM | ||||||
| 509 OLIVE WAY SUITE 1226 | SEATTLE | WA | 98101 | PC | GENERAL OPERATIONS | $20,000 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | PC | GENERAL OPERATIONS | $958,086 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | PC | CHICAGO ENCOUNTER | $500,000 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | PC | COLLEGE OF NURSING HEALTH CLINIC | $400,000 |
| THE FIELD MUSEUM | ||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $5,200,000 |
| THE NATIONAL MUSEUM OF MEXICAN ART | ||||||
| 1852 W 19TH ST | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $5,000 |
| UNIV OF CHICAGO CRIME LAB | ||||||
| 5235 S HARPER CT STE 450 | CHICAGO | IL | 60615 | PC | UNENGAGED YOUTH PROJECT | $1,000,000 |
| UNIVERSITY OF CHICAGO | ||||||
| 5235 S HARPER CT STE 450 | CHICAGO | IL | 60615 | PC | OFFICE OF CIVIC ENGAGEMENT DONATION | $160,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,356,336 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHICAGO CRED INC | ||||||
| 300 E RANDOLPH SUITE 3850 | CHICAGO | IL | 60601 | POF | GENERAL OPERATIONS | $7,000,000 |
| CHICAGO POLICE ACADEMY | ||||||
| 1300 W JACKSON BLVD | CHICAGO | IL | 60607 | GOV | CHICAGO POLICE LEADERSHIP ACADEMY | $12,140,200 |
| DEPAUL UNIVERSITY | ||||||
| 1 EAST JACKSON BLVD | CHICAGO | IL | 606042201 | PC | SUE GIN SCHOLARSHIP INITIATIVE | $7,000,000 |
| FIELD MUSEUM | ||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PC | 2025 TRUSTEES ANNUAL FUND - GENERAL OPERATIONS | $100,000 |
| FIELD MUSEUM | ||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $10,000,000 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | PC | SUPPORT OF DEPT OF ACADEMIC PRACTICE NURSING (DAPN) | $824,000 |
| UNIVERSITY OF CHICAGO | ||||||
| 5235 S HARPER CT STE 450 | CHICAGO | IL | 60615 | PC | OFFICE OF CIVIC ENGAGEMENT | $140,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $37,204,200 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,025 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,384,547 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,637,303 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,029,505 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,029,505 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO CRED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E RANDOLPH ST SUITE 3800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-11-21 | GrantDt |
| Grant | $7,000,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT OF CHICAGO CRED AND FURTHERING SC2. | PurposeOfGrantTxt |
| Expended By Grantee | $7,000,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE PER GRANTEE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/6/25 | DatesOfReportsByGranteeTxt |
| Verification | 2025-11-06 | VerificationDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NT FIXED INCOME-CORP BOND | BondNm |
| EOY Book Value | $4,663,188 | EOYBookValueAmt |
| EOYFMV | $4,663,188 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,633,071 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,653,352 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NT EQUITIES | FMV | $32,873,780 | $41,603,354 |
| NT FIXED INCOME-ETF | FMV | $11,689,133 | $12,021,638 |
| NT RE FUNDS | FMV | $861,313 | $1,004,929 |
| NT EQUITIES - ETF | FMV | $2,105,253 | $2,263,630 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $21,716 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $90 | $90 | $0 |
| IL AG FILING FEES | $15 | $0 | $15 |
| OTHER | $309 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST | Desc |
| Revenue And Expenses Per Books | $2,630 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,630 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE FEES | $0 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $184,318 | $184,318 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $148,903 | $0 | $0 |
| FOREIGN TAXES | $30,797 | $30,797 | $0 |
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