POLSKY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POLSKY FOUNDATION (EIN 65-1164639)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349107256
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:56:03-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Parkway North Blvd Suite 200 | AddressLine1Txt |
| City | Deerfield | 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 | 651164639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Polsky Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL P POLSKY | InCareOfNm |
| Business Name Control | POLS | BusinessNameControlTxt |
| Phone | 3125821405 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Wacker Drive Suite 1810 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL POLSKY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3125821402 | 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 | Hamilton Kwon | PreparerPersonNm |
| PTIN | P01322443 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Preparation | 2025-11-15 | 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 | $89,458,164 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,986 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,986 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $806,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $806,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $669,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,510,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $669,722 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,837,072 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,837,123 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,326,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,326,552 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $36,258 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $36,258 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,487 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,487 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,759 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,759 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,594 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $321,321 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,164 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $290,157 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $426,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $290,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,770,395 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,770,395 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,196,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,060,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,870,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,225,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,634 | CashBOYAmt |
| Cash EOY | $12,027 | CashEOYAmt |
| Cash EOYFMV | $12,027 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,428,808 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,628,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,628,640 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,521,519 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $58,819,857 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,817,898 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $85,817,497 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $62,785,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,458,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,458,164 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $74,039 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $438,526 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $74,039 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $438,526 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $62,711,779 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,020,039 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,711,779 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,020,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,785,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,458,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,711,779 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,870,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,911,310 | OtherIncreasesAmt |
| Subtotal | $63,752,993 | SubtotalAmt |
| Other Decreases | $732,954 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,020,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BNY MELLON ST PUBLICLY TRADED SECURITIES | $91,373 | $95,514 | -$4,141 | -$4,141 | |
| BNY MELLON LT PUBLICLY TRADED SECURITIES | $2,652,557 | $2,738,062 | -$85,505 | -$85,505 | |
| LONG TERM PUBLICLY TRADED SECURITIES | $2,766,488 | $2,007,262 | $759,226 | $759,226 | |
| CAPITAL GAIN DIVIDENDS | $142 | P | |||
| CAPITAL GAIN DIVIDENDS | $142 | P | |||
| CAPITAL GAIN DIVIDENDS | $142 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $669,722 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,141 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,832 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44,832 | SubtotalAmt |
| Tax Based On Investment Income | $44,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,372 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $61,372 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,540 | OverpaymentAmt |
| Applied To ES Tax | $16,540 | 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 | Yes (true) | 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 | MICHAEL P POLSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125821402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH WACKER DRIVE SUITE 1810 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL P POLSKY | ||||||||
| One South Wacker Drive Suite 1810 | Chicago | IL | 60606 | PRESIDENT AND DIRECTOR | 0 | $0 | $0 | $0 |
| JONATHAN TAIBER | ||||||||
| One South Wacker Drive Suite 1810 | Chicago | IL | 60606 | TREASURER AND DIRECTOR | 0 | $0 | $0 | $0 |
| DAVID CANMANN | ||||||||
| 111 W WASHINGTON SUITE 823 | CHICAGO | IL | 60602 | SECRETARY AND DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,851,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,043,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,648,718 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,544,504 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,544,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,058,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,486,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,474,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,474,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,832 | TotalTaxAmt |
| Distributable Before Adj | $3,429,485 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,429,485 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,429,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,060,567 | 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 | $8,060,567 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,429,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,884,124 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,290,134 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,312,956 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,438,312 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,867,757 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,793,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,060,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,429,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,631,082 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,424,365 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,884,124 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,540,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,290,134 | ExcessFromYear4Amt |
| Excess From Year3 | $4,312,956 | ExcessFromYear3Amt |
| Excess From Year2 | $6,438,312 | ExcessFromYear2Amt |
| Excess From Year1 | $1,867,757 | ExcessFromYear1Amt |
| Excess From Current Year | $4,631,082 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Boys and Girls Club of Chicago | ||||||||||
| 2950 W Washington Blvd | Chicago | IL | 60612 | NONE | PC | GENERAL FUND | $31,568 | |||
| High Jump | ||||||||||
| 820 W Jackson Blvd | Chicago | IL | 60607 | NONE | PC | GENERAL FUND | $5,000 | |||
| Jewish United Fund | ||||||||||
| 30 S Wells Street | Chicago | IL | 60606 | NONE | PC | GENERAL FUND | $5,000 | |||
| Latin School of Chicago | ||||||||||
| 59 W North Blvd | Chicago | IL | 60610 | NONE | PC | GENERAL FUND | $25,000 | |||
| White Stork | ||||||||||
| 512 Chestnut St Unit 11 | Winnetka | IL | 60093 | NONE | PC | GENERAL FUND | $150,000 | |||
| World Jewish Congress | ||||||||||
| 501 Madison Avenue | New York | NY | 10022 | NONE | PC | GENERAL FUND | $4,000 | |||
| Las Olas Chabad | ||||||||||
| 1302 E Las Olas Blvd | Fort Lauderdale | FL | 33301 | NONE | PC | GENERAL FUND | $10,000 | |||
| Mayo Clinic | ||||||||||
| 200 First St SW | Rochester | MN | 55905 | NONE | PC | General Fund | $10,000 | |||
| The Buddy Program | ||||||||||
| 65 W Seegers Road | Arlington Heights | IL | 60005 | NONE | PC | General Fund | $1,500 | |||
| Ukrainian Genocide Famine Foundation | ||||||||||
| 2249 West Superior Street | Chicago | IL | 60612 | NONE | PC | General Fund | $4,500 | |||
| VetVoice Foundation | ||||||||||
| PO Box 11559 | Portland | OR | 97211 | NONE | PC | General Fund | $20,000 | |||
| Chicago Association of Veterans of WWII | ||||||||||
| 6411 NTroy Ave | Chicago | IL | 60645 | NONE | PC | General Fund | $27,801 | |||
| Illinois Holocaust Museum | ||||||||||
| 9603 Woods Drive | Skokie | IL | 60077 | NONE | PC | General Fund | $25,000 | |||
| St Nicholas UK Catholic School | ||||||||||
| 2200 West Rice Street | Chicago | IL | 60622 | NONE | PC | General Fund | $50,000 | |||
| The Museum of Contemporary Art | ||||||||||
| 220 E Chicago Ave | Chicago | IL | 60611 | NONE | PC | General Fund | $50,000 | |||
| Voice Health Institute | ||||||||||
| One Bowdoin Square 11th Floor | Boston | MA | 02114 | None | PC | General Fund | $200,000 | |||
| Field Museum | ||||||||||
| 1400 S Dusable Lake Shore Drive | Chicago | IL | 60605 | None | PC | Charity | $10,000 | |||
| Our Home Ukraine | ||||||||||
| One South Wacker Drive Suite 1810 | Chicago | IL | 60606 | None | PC | Charity | $968,283 | |||
| Embarc | ||||||||||
| 1440 N Dayton St Ste LL02 | Chicago | IL | 60642 | None | PC | Charity | $2,500 | |||
| Art Institute of Chicago | ||||||||||
| 111 South Michigan Avenue | Chicago | IL | 60603 | NONE | PC | Charity | $50,000 | |||
| Magnitsky Justice Foundation | ||||||||||
| PO BOX 77315 | Washington | DC | 20013 | None | PC | Charity | $1,000 | |||
| Northwestern University | ||||||||||
| 633 Clark Street | Evanston | IL | 60208 | NONE | PC | Charity | $10,000 | |||
| The Clayco Foundation | ||||||||||
| 35 East Wacker Dr | Chicago | IL | 60601 | NONE | PC | Charity | $5,000 | |||
| American Friends of Chabad Cabo | ||||||||||
| 2029 E Orangewood Ave | Phoenix | AZ | 85020 | NONE | PC | Charity | $5,000 | |||
| Chicago Stallions | ||||||||||
| 1801 W Jackson Blvd | Chicago | IL | 60612 | NONE | PC | Charity | $2,000 | |||
| The Fund for Cooper Roberts | ||||||||||
| 2 Radnor Corporate Center Suite 100 | Radnor | PA | 19087 | NONE | PC | Charity | $12,000 | |||
| Chicago Sinai Congregation | ||||||||||
| 15 W Delaware Pl | Chicago | IL | 60610 | NONE | PC | Charity | $10,000 | |||
| Northwestern Memorial Foundation | ||||||||||
| 541 North Fairbanks Court Suite 80 | Chicago | IL | 60611 | None | PC | Charity | $2,006,992 | |||
| University of Chicago 2016 | ||||||||||
| 5235 S Harper Court 4th Floor | Chicago | IL | 60615 | None | PC | Charity | $1,704,101 | |||
| Revived Soldiers Ukraine | ||||||||||
| 426 Raehn St | Orlando | FL | 32806 | None | PC | Charity | $4,000 | |||
| American Foreign Policy Council | ||||||||||
| 509 C Street NE | Washington | DC | 20002 | NONE | PC | Charity | $10,000 | |||
| Save Ukraine Inc | ||||||||||
| None | PC | Charity | $10,000 | 6 Herzen St | Kyiv | UP | ||||
| Chicago Media Project | ||||||||||
| 301 W Grand 170 | Chicago | IL | 60654 | None | PC | Charity | $18,452 | |||
| Chicago Council of Global Affairs | ||||||||||
| 130 E Randolph St Suite 1650 | Chicago | IL | 60601 | None | PC | Charity | $8,000 | |||
| Wolcott School | ||||||||||
| 524 N Wolcott Avenue | Chicago | IL | 60622 | None | PC | Charity | $5,000 | |||
| Alliance Fancaise de Chicago | ||||||||||
| 810 N Dearborn St | Chicago | IL | 60610 | None | PC | Charity | $2,500 | |||
| National PKU Alliance | ||||||||||
| 2014 Electric Road 212 | Roanoke | VA | 24018 | None | PC | Charity | $2,500 | |||
| Chicago Cares | ||||||||||
| 1200 W 35th St | Chicago | IL | 60608 | None | PC | Charity | $10,000 | |||
| BRCA Research and Cure Alliance | ||||||||||
| One South Wacker Drive Suite 1810 | Chicago | IL | 60606 | NONE | PC | Charity | $2,293,698 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,770,395 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,986 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $806,721 | 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 | $669,722 | 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 (8 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|
| TACONIC CRE INVESTMENT FUNDS K-1 | 16 | $20,204 | |
| TCP DIRECT LENDING FUND VIII-L, LLC | 16 | $70,157 | 523000 |
| TACONIC CRE DISLOCATION FUND II L.P. | 16 | $83,605 | |
| DAVIDSON KEMPER INSTITUTIONAL PARTNERS LP | 16 | $964,146 | |
| LONGFORD CAPITAL FUND | 16 | $15,936 | |
| BLACK ROCK DIRECT LENDING FEEDER IX-U LP | 16 | $171,602 | |
| MONROE CAPITAL K-1 | 16 | $347,509 | |
| PFIC INCOME/LOSS | 16 | $163,913 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,326,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,326,501 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,487 | Amt |
| Net Investment Income | $11,487 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PINEHURST INSTITUTION | $1,471,004 | $1,471,004 |
| TACONIC CRE INVESTMENT FUNDS | $633,672 | $633,672 |
| TCP DIRECT LENDING FUND VIII | $897,749 | $897,749 |
| TACONIC CRE DISLOCATION FUND I | $1,181,275 | $1,181,275 |
| BLACK ROCK DIRECT LENDING FEED | $1,950,911 | $1,950,911 |
| DAVIDSON KEMPER | $9,979,444 | $9,979,444 |
| LONGFORD CAPITAL FUND | $539,876 | $539,876 |
| VOLEON COMPOSITION INT'L FUND | $977,006 | $977,006 |
| BNY SECURITIES | $38,241,025 | $63,448,693 |
| SCHWAB SECURITIES X4302 | $2,287,573 | $3,079,504 |
| MONROE CAPITAL | $1,658,363 | $1,658,363 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,258 | LegalFeesAmt |
| Net Investment Income | $36,258 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME FROM PFIC | $511,421 |
| ADJ. TO K-1 BALANCES | $221,533 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $31,164 | $31,164 | $0 | $0 |
| CHARITABLE EVENTS | $5,524 | $0 | $0 | $5,524 |
| COST REIMBURSMENTS | $284,633 | $0 | $0 | $284,633 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TACONIC CRE INVESTMENT FUNDS K-1 | $20,204 | $20,204 |
| TCP DIRECT LENDING FUND VIII-L, LLC | $70,157 | $70,158 |
| TACONIC CRE DISLOCATION FUND II L.P. | $83,605 | $83,605 |
| LONGFORD CAPITAL FUND III, LP | $15,936 | $15,968 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | $964,146 | $964,164 |
| Blackrock Direct Lending Feeder IX-U LP | $171,602 | $171,602 |
| Monroe Capital | $347,509 | $347,509 |
| PFIC INCOME/LOSS | $163,913 | $163,913 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $5,911,310 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $9,759 | Amt |
| Net Investment Income | $9,759 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE TAXES - IL | $730 | $715 | $0 | $15 |
| FEDERAL TAXES | $34,768 | $0 | $0 | $0 |
| FOREIGN TAXES | $11,879 | $11,879 | $0 | $0 |
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