SQUARE ONE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SQUARE ONE FOUNDATION (EIN 36-6068835)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349104111
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2025-11-17T15:23:00-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366068835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Square One Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PRISCILLA KERSTEN | InCareOfNm |
| Business Name Control | SQUA | BusinessNameControlTxt |
| Phone | 3126665500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 W Erie St | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Priscilla Kersten | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3129619170 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paige Goepfert | PreparerPersonNm |
| PTIN | P00634885 | PTIN |
| Phone | 3123573950 | PhoneNum |
| 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 | $132,093,994 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,800,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,730,927 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,730,927 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,887,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,542,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,887,952 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $659,186 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $659,186 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,078,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,278,065 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $857,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $469,154 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $388,330 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $131,597 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $131,597 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $146,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $146,149 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,046,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,046,225 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,181,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,793,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $388,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,200,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,200,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,381,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,793,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,588,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,696,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,484,940 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,522,025 | CashBOYAmt |
| Cash EOY | $7,924,566 | CashEOYAmt |
| Cash EOYFMV | $7,924,566 | CashEOYFMVAmt |
| Acct Rcvbl | $39,969 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $39,969 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $39,969 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $36,243,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,032,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,906,182 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,869,838 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,812,012 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,686,465 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $49,545,550 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,645,618 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,536,812 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $94,180,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,454,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,093,994 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,490,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,490,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $94,180,706 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $74,964,986 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,180,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,964,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,180,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,454,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,180,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,696,110 | ExcessRevenueOverExpensesAmt |
| Subtotal | $100,876,816 | SubtotalAmt |
| Other Decreases | $25,911,830 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,964,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $694,723 | $486,272 | $206,677 | $208,451 | |
| PUBLICLY TRADED SECURITIES | $4,634,309 | $2,032,305 | $2,599,951 | $2,602,004 | |
| DISPOSITION OF SIGULER GULF DISTRESSED OPPORTUNITIES FUND III LP | $46,671 | $24,926 | $21,745 | $21,745 | |
| DISPOSITION OF NEWPORT ASIA INSTITUTIONAL FUND LP | $2,065,050 | $2,106,994 | -$41,944 | -$41,944 | |
| CAPITAL GAIN DIVIDENDS | $151,470 | P | |||
| CAPITAL GAIN DIVIDENDS | $151,470 | P | |||
| CAPITAL GAIN DIVIDENDS | $151,470 | P | |||
| CAPITAL GAIN DIVIDENDS | $151,470 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,887,952 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,141 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $90,141 | SubtotalAmt |
| Tax Based On Investment Income | $90,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,865 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $82,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $108,865 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $928 | EsPenaltyAmt |
| Overpayment | $17,796 | OverpaymentAmt |
| Applied To ES Tax | $17,796 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRISCILLA KERSTEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126665500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 W ERIE ST | AddressLine1Txt |
| City | chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| PRISCILLA KERSTEN | ||||||||
| 701 W ERIE ST | CHICAGO | IL | 60654 | PRESIDENT | 2.0 | $0 | $0 | $0 |
| BENJAMIN KERSTEN | ||||||||
| 701 W ERIE ST | CHICAGO | IL | 60654 | VICE PRESIDENT | 0.0 | $0 | $0 | $0 |
| STEVEN A KERSTEN | ||||||||
| 701 W ERIE ST | CHICAGO | IL | 60654 | SECRETARY TREASURY | 0.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROCKEFELLER ADVISORS | |||||
| 90 CHURCH ST | NEW YORK | NY | 10008 | CHARITY ADVISORS | $290,330 |
| CAMBRIDGE ASSOCAITES LLC | |||||
| 115 FEDERAL ST | BOSTON | MA | 10008 | INVESTMENT ADVISORS | $301,886 |
| CYNTHIA CANARY | |||||
| 1347 W NORWOOD | CHICAGO | IL | 60660 | CONSULTANT | $60,000 |
| ALCHEMIZE LLC | |||||
| 90 CHURCH ST | NEW YORK | NY | 10008 | CHARITY ADVISORS | $35,000 |
| ISRAEL IDONIJE | |||||
| 1420 S Michigan Ave | CHICAGO | IL | 60605 | CHARITY ADVISORS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,889,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,223,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $77,587,660 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,700,758 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,700,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,840,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,860,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,043,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,043,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,141 | TotalTaxAmt |
| Distributable Before Adj | $5,952,871 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,952,871 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,952,871 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,588,830 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,588,830 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,952,871 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $496,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $496,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,588,830 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,952,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,635,959 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,132,485 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,132,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $496,526 | ExcessFromYear1Amt |
| Excess From Current Year | $1,635,959 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN A KERSTEN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Accelerate Institute | |||||||
| 150 N Michigan Ave Ste 2100 | Chicago | IL | 60601 | NONE | PC | GENERAL PURPOSE | $55,000 |
| Advance Illinois NFP | |||||||
| 303 East Wacker Drive STE 1925 | Chicago | IL | 60601 | NONE | PC | GENERAL PURPOSE | $70,000 |
| Asian Americans Advancing Justice | |||||||
| 4716 N Broadway | Chicago | IL | 60640 | NONE | PC | GENERAL PURPOSE | $60,000 |
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||||
| PO Box 346165 | Chicago | IL | 60634 | NONE | PC | GENERAL PURPOSE | $82,500 |
| Beyond Legal Aid | |||||||
| 17 N State St Ste 1380 | Chicago | IL | 60602 | NONE | PC | GENERAL PURPOSE | $70,000 |
| Blackroots Alliance | |||||||
| PO BOX 14054 | Chicago | IL | 60614 | NONE | PC | GENERAL PURPOSE | $80,000 |
| Block Club Chicago | |||||||
| 333 N MICHIGAN STE 1000 | Chicago | IL | 60601 | NONE | PC | GENERAL PURPOSE | $85,000 |
| Braven INCORPORATED | |||||||
| 100 N LaSalle Streeet Suite 310 | Chicago | IL | 60602 | NONE | PC | GENERAL PURPOSE | $35,000 |
| Center for Budget and Tax Accounntability | |||||||
| 430 S Michigan Avenue AUD 874 | Chicago | IL | 60605 | NONE | PC | GENERAL PURPOSE | $62,500 |
| Chicago Foundation for Women | |||||||
| 140 S Dearborn Street Suite 400 | Chicago | IL | 60603 | NONE | PF | GENERAL PURPOSE | $50,000 |
| Chicago Lawyers Committee for Civil Rights | |||||||
| 100 N LaSalle Streeet Suite 600 | Chicago | IL | 60602 | NONE | PC | GENERAL PURPOSE | $95,000 |
| Chicago United for Equity | |||||||
| 17 N Wabash 400 | Chicago | IL | 60602 | NONE | PC | GENERAL PURPOSE | $100,000 |
| Chicago Votes Education Fund | |||||||
| 1006 S MICHIGAN AVE STE 606 | Chicago | IL | 60605 | NONE | PC | GENERAL PURPOSE | $80,000 |
| Citizen Advocacy Center | |||||||
| 188 W Industrial Dr Ste 106 | Elmhurst | IL | 60126 | NONE | PC | GENERAL PURPOSE | $67,500 |
| City Bureau | |||||||
| 3619 S State St Ste 400 | Chicago | IL | 60609 | NONE | PC | GENERAL PURPOSE | $137,500 |
| Civic News Company | |||||||
| 450 7th Ave 32nd Floor | New York | IL | 10123 | NONE | PC | GENERAL PURPOSE | $127,500 |
| Coalition for a Better Chinese Community | |||||||
| 230 W CERMAK ROAD FLOOR 2 | Chicago | IL | 60616 | NONE | PC | GENERAL PURPOSE | $65,000 |
| Common Cause Education Fund | |||||||
| 805 15th St NW Ste 800 | Washington | DC | 20005 | NONE | PC | GENERAL PURPOSE | $77,500 |
| Common Counsel Foundation | |||||||
| 1642 Franklin St Ste | Oakland | CA | 94612 | NONE | PF | GENERAL PURPOSE | $20,000 |
| Communities Foundation of Texas | |||||||
| 5500 CARUTH HAVEN LN | Dallas | TX | 75225 | NONE | PF | GENERAL PURPOSE | $76,500 |
| Communities United | |||||||
| 4600 W Palmer | Chicago | IL | 60639 | NONE | PC | GENERAL PURPOSE | $60,000 |
| Community Organizing and Family Issues COFI | |||||||
| 2245 S Michigan Ave Ste 200 | Chicago | IL | 60616 | NONE | PC | GENERAL PURPOSE | $85,000 |
| Community Partners for Affordable Housing | |||||||
| 800 S MILWAUKEE AVE STE 201 | LIBERTYVILLE | IL | 60048 | NONE | PC | GENERAL PURPOSE | $5,000 |
| Crossroads Fund | |||||||
| 3411 W Diversy Ave STE 20 | Chicago | IL | 60647 | NONE | PC | GENERAL PURPOSE | $25,000 |
| Economic Security Project Inc | |||||||
| 228 Park Ave S PMB 32482 | New York | NY | 10003 | NONE | PC | GENERAL PURPOSE | $75,000 |
| Embarc | |||||||
| 1440 N Dayton St Suite LL02 | Chicago | IL | 60642 | NONE | PC | GENERAL PURPOSE | $60,000 |
| Enlace Chicago | |||||||
| 2759 SHarding Ave | Chicago | IL | 60623 | NONE | PC | GENERAL PURPOSE | $55,000 |
| Environmental Law and Policy Center OF THE MIDWEST | |||||||
| 35 East Wacker Drive Suite 1600 | Chicago | IL | 60601 | NONE | PC | GENERAL PURPOSE | $25,000 |
| Equity and Transformation | |||||||
| 10 W 35th St | Chicago | IL | 60616 | NONE | PC | GENERAL PURPOSE | $82,500 |
| Illinois Coalition for Immigrant and Refugee Right | |||||||
| 228 S Wabach Ste 800 | Chicago | IL | 60604 | NONE | PC | GENERAL PURPOSE | $75,000 |
| Illinois Environmental Council Education Fund | |||||||
| 520 E Capitol | Springfield | IL | 62701 | NONE | PC | GENERAL PURPOSE | $67,500 |
| Illinois Institute of Technology | |||||||
| 10 W 35th St | Chicago | IL | 60616 | NONE | PC | GENERAL PURPOSE | $77,500 |
| Injustice Watch | |||||||
| 55 E Jackson Blvd Ste 640 | Chicago | IL | 60604 | NONE | PC | GENERAL PURPOSE | $55,000 |
| Invisible Institute | |||||||
| PO BOX 15459 | Chicago | IL | 60615 | NONE | PC | GENERAL PURPOSE | $55,000 |
| Jane Addams Resource COPRPORATION | |||||||
| 4432 N Ravenswood Ave | Chicago | IL | 60640 | NONE | PC | GENERAL PURPOSE | $45,000 |
| KidsFirst Chicago | |||||||
| 190 S LASALLE ST FLOOR 39 | Chicago | IL | 60603 | NONE | PC | GENERAL PURPOSE | $100,000 |
| Latino Policy Forum | |||||||
| 17 N STATE ST STE 1705 | Chicago | IL | 60602 | NONE | PC | GENERAL PURPOSE | $82,500 |
| Lugenia Burns Hope Center | |||||||
| 710 E 47th St Suite 200W | Chicago | IL | 60653 | NONE | PC | GENERAL PURPOSE | $55,000 |
| Mikva Challenge Grant Foundation Inc | |||||||
| 200 S Michigan Ave Ste 1000 | Chicago | IL | 60604 | NONE | PF | GENERAL PURPOSE | $85,000 |
| Modern Classrooms Project | |||||||
| 15 14th St SE | Washington | DC | 20003 | NONE | PC | GENERAL PURPOSE | $55,000 |
| National Louis University | |||||||
| 122 S Michigan Ave | Chicago | IL | 60603 | NONE | PC | GENERAL PURPOSE | $207,500 |
| NewRoot Learning institute | |||||||
| 910 W Vann Buren St Ste 200 | Chicago | IL | 60607 | NONE | PC | GENERAL PURPOSE | $60,000 |
| Northern Illinois University Foundation | |||||||
| 148 n 3rd st | DeKalb | IL | 60115 | NONE | PF | GENERAL PURPOSE | $45,000 |
| Palenque LSNA | |||||||
| 2840 N Milwaukee Ave | Chicago | IL | 60618 | NONE | PC | GENERAL PURPOSE | $135,000 |
| Partnership for College Completion | |||||||
| 200 S Michigan Ave Suite 1410 | Chicago | IL | 60604 | NONE | PC | GENERAL PURPOSE | $40,000 |
| Raise Your Hand for Illinois Education | |||||||
| 1325 S Wabash Ave Ste 105/106 | Chicago | IL | 60605 | NONE | PC | GENERAL PURPOSE | $52,500 |
| Apna Ghar | |||||||
| 4350 N Broadway 2nd Floor | Chicago | IL | 60613 | NONE | PC | GENERAL PURPOSE | $67,500 |
| Shriver Center on Poverty and Law | |||||||
| 67 E Madison St Ste 2000 | Chicago | IL | 60603 | NONE | PC | GENERAL PURPOSE | $25,000 |
| Southern Poverty Law Center INC | |||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | NONE | PC | GENERAL PURPOSE | $20,000 |
| South Side Weekly | |||||||
| 6100 S Blackstone Ave | Chicago | IL | 60653 | NONE | PC | GENERAL PURPOSE | $92,500 |
| Southsiders Organized for Unity and Liberation | |||||||
| 11211 S St Lawrence Ave | Chicago | IL | 60628 | NONE | PC | GENERAL PURPOSE | $52,500 |
| Southwest Organizing Project (SWOP) | |||||||
| 2558 W 63rd St | Chicago | IL | 60629 | NONE | PC | GENERAL PURPOSE | $60,000 |
| Surge Institute | |||||||
| 2045 W GRAND AVE STE B PMB 63441 | Chicago | IL | 60612 | NONE | PC | GENERAL PURPOSE | $2,500 |
| Teachers Supporrting Teachers | |||||||
| 9345 S LONGWOOD DR | Chicago | IL | 60643 | NONE | PC | GENERAL PURPOSE | $48,000 |
| The Gray Matter Experience | |||||||
| 20 N Wacker St Ste 1200 | Chicago | IL | 60606 | NONE | PC | GENERAL PURPOSE | $50,000 |
| Tides Foundation | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | NONE | PF | GENERAL PURPOSE | $75,000 |
| Tiny News Collective | |||||||
| THE GARLAND BUILDING 111 N WASBASH | Chicago | IL | 60602 | NONE | PC | GENERAL PURPOSE | $62,500 |
| Wisconsin Conservation VOICES | |||||||
| 133 S Butler Ste 320 | Madison | WI | 53703 | NONE | PC | GENERAL PURPOSE | $100,000 |
| CHANGE Illinois | |||||||
| 2045 W Grand Ave Ste B PMB 33558 | Chicago | IL | 60612 | NONE | PC | General Purpose | $25,000 |
| Chicago Appleseed Center for Fair Courts | |||||||
| 750 N Lake Shore Dr Fl 4 | Chicago | IL | 60611 | NONE | PC | General Purpose | $40,000 |
| Chicago Freedom School | |||||||
| 719 S State St Fl 4 | Chicago | IL | 60605 | NONE | PC | General Purpose | $45,000 |
| Education Pioneers Inc | |||||||
| 68 Harrison Ave 605 PMB 14991 | Boston | MA | 02111 | NONE | PC | General Purpose | $50,000 |
| Educators for Excellence | |||||||
| 80 Pine St Fl 28 | New York | NY | 10005 | NONE | PC | General Purpose | $55,000 |
| Forefront | |||||||
| c/o Impact House 200 W Madison St | Chicago | IL | 60606 | NONE | PC | General Purpose | $10,000 |
| HANA Center | |||||||
| 4300 N California Ave | Chicago | IL | 60618 | NONE | PC | General Purpose | $70,000 |
| Jewish United Fund (JUF) | |||||||
| Ben Gurion Way 30 S Wells St | Chicago | IL | 60606 | NONE | PC | General Purpose | $1,500,000 |
| New Teacher Center | |||||||
| 2108 N St Ste 7103 | Sacramento | CA | 95816 | NONE | PC | General Purpose | $50,000 |
| Teach Plus | |||||||
| 1 Beacon St | Boston | MA | 02108 | NONE | PC | General Purpose | $40,000 |
| University of Chicago | |||||||
| 5801 South Ellis Ave | Chicago | IL | 60637 | NONE | PC | General Purpose | $590,000 |
| University of Illinois Foundation | |||||||
| 200 S Wacker Dr Fl 20 | Chicago | IL | 60606 | NONE | PF | General Purpose | $50,000 |
| William J Brennan Jr Center for Justice Inc | |||||||
| 120 Broadway Ste 1750 | New York | NY | 10271 | NONE | PC | General Purpose | $300,000 |
| Xchange Chicago | |||||||
| 7200 S Ingleside Ave | Chicago | IL | 60619 | NONE | PC | General Purpose | $65,000 |
| THE ELECTION CENTER | |||||||
| 21946 ROYAL MONTREAL DT STE 100 | KATY | TX | 77450 | NONE | PC | GENERAL PURPOSE | $200,000 |
| Cleveland Avenue Foundation for Education (CAFE Gr | |||||||
| 230 W Cermak Road Fl 2 | Chicago | IL | 60616 | NONE | PF | GENERAL PURPOSE | $25,000 |
| Reform for Illinois | |||||||
| 230 E Ohio St Ste 410 1459 | Chicago | IL | 60611 | NONE | PC | GENERAL PURPOSE | $82,500 |
| The Chicago Community Trust | |||||||
| 33 S State St Ste 750 | Chicago | IL | 60603 | NONE | PC | General Purpose | $82,500 |
| Asset Funders Network (AFN) | |||||||
| 2045 W Grand Ave Ste B | Chicago | IL | 60612 | NONE | PC | General Purpose | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,200,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,730,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,887,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $659,186 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,278,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,278,065 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Steven Kersten | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 W Erie St | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $3,812,012 | EOYBookValueAmt |
| EOYFMV | $3,686,465 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCKS | StockNm |
| EOY Book Value | $16,032,821 | EOYBookValueAmt |
| EOYFMV | $22,906,182 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Book Value | $48,645,618 | BookValueAmt |
| EOYFMV | $97,536,812 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $25,911,830 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,046,225 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,046,225 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Income | Desc |
| Revenue And Expenses Per Books | $659,186 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $659,186 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FOUNDATION ADVISORS | $388,330 | $388,330 | |
| CAMBRIDGE FEES | $301,886 | $301,886 | |
| BANK FEES | $1,740 | $1,740 | |
| OTHER MISCELLANEOUS EXPENSES | $41,517 | $41,517 | |
| NORTHERN TRUST FEES | $124,011 | $124,011 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $146,149 | Amt |
| Net Investment Income | $146,149 | NetInvestmentIncomeAmt |
Comments