PERT FOUNDATION

Cite this

Plain text PERT FOUNDATION. furp.org, nonprofit organization profile, tax years 2017–2024. https://furp.org/org/pert-foundation-810585993. Retrieved 2026-10-23.

APA furp.org. (n.d.). PERT FOUNDATION [Nonprofit organization profile; tax years 2017–2024]. Retrieved October 23, 2026, from https://furp.org/org/pert-foundation-810585993

MLA “PERT FOUNDATION.” furp.org, tax years 2017–2024, https://furp.org/org/pert-foundation-810585993. Accessed 23 Oct. 2026.

Retrieved 2026-10-23; covers tax years 2017–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $10.5M · expenses $88K · assets $127.6M

EIN
81-0585993
Address
33 S STATE STREET 750, CHICAGO, IL 60603-2804
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
February 2003 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

PERT Foundation's exempt purpose is to support The Chicago Community Trust and The Chicago Community Foundation. During the tax year, PERT Foundation managed and stewarded charitable assets designated for the future support of The Chicago Community Trust and The Chicago Community Foundation. No grants were distributed during the year.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jessica Strausbaugh Treasurer until 3/25/252018-2024 $383,487$2,060,011 17
Andrea Saenz President and Director2022-2024 $685,048$1,744,782 9
Amy Pena Secretary until 6/5/252023-2024 $277,931$541,147 2
Laura Kernaghan Treasurer as of 4/8/252024 $175,876$175,876 2
Jason Baxendale (former) Former President and Director2017-2022 $209,846$1,520,056 4
Carol Crenshaw (former) Former Treasurer2017-2018 $278,730$592,905 8

Officers and directors, no compensation reported

6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Elizabeth Liebman Director2017-2024 1 $0 reported 1
Thomas C Liebman Director2017-2024 1 $0 reported 1
Margaret Stineman Director2023-2024 1 $0 reported 2
Bryan Traubert Vice President and Director2023-2024 1 $0 reported 2
Heather Bilandic Black (former) VP and Director (until 01/23)2017-2022 1 $0 reported 1
James J Glasser (former) Director (until 01/23)2017-2022 1 $0 reported 2

People by year

2024 · 8 people listed · 4 paid, $1.5M · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Andrea Saenz President and Director1 $0$623,862$61,186 $685,0489
Jessica Strausbaugh Treasurer until 3/25/251 $0$326,218$57,269 $383,48717
Amy Pena Secretary until 6/5/251 $0$243,747$34,184 $277,9312
Laura Kernaghan Treasurer as of 4/8/251 $0$162,260$13,616 $175,8762
Bryan Traubert Vice President and Director1 $0$0$0 $02
Elizabeth Liebman Director1 $0$0$0 $01
Thomas C Liebman Director1 $0$0$0 $01
Margaret Stineman Director1 $0$0$0 $02
2023 · 7 people listed · 3 paid, $1.3M · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Andrea Saenz President and Director1 $0$596,277$59,332 $655,6099
Jessica Strausbaugh Treasurer2 $0$322,265$20,828 $343,09317
Amy Pena Secretary2 $0$231,325$31,891 $263,2162
Elizabeth Liebman Director1 $0$0$0 $01
Thomas C Liebman Director1 $0$0$0 $01
Margaret Stineman Director1 $0$0$0 $02
Bryan Traubert Director1 $0$0$0 $02
2022 · 7 people listed · 3 paid, $939K · 0 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Andrea Saenz President and Director1 $0$362,492$41,633 $404,1259
Jessica Strausbaugh Treasurer and Secretary1 $0$306,550$18,825 $325,37517
Jason Baxendale Former President and Director0 $0$195,342$14,504 $209,8464
Heather Bilandic Black VP and Director (until 01/23)1 $0$0$0 $01
James J Glasser Director (until 01/23)1 $0$0$0 $02
Elizabeth Liebman Director1 $0$0$0 $01
Thomas C Liebman Director1 $0$0$0 $01
2021 · 6 people listed · 2 paid, $552K · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jessica Strausbaugh Treasurer and Secretary1 $0$288,530$969 $289,49917
Jason Baxendale President and Director (until 08/22)1 $0$261,630$859 $262,4894
Heather Bilandic Black Vice President and Director1 $0$0$0 $01
James J Glasser Director1 $0$0$0 $02
Elizabeth Liebman Director1 $0$0$0 $01
Thomas C Liebman Director1 $0$0$0 $01
2020 · 6 people listed · 2 paid, $576K · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jessica Strausbaugh Treasurer and Secretary1 $0$279,868$19,022 $298,89017
Jason Baxendale President and Director1 $0$254,876$22,456 $277,3324
Heather Bilandic Black Vice President and Director1 $0$0$0 $01
James J Glasser Director1 $0$0$0 $02
Elizabeth Liebman Director1 $0$0$0 $01
Thomas C Liebman Director1 $0$0$0 $01
2019 · 6 people listed · 2 paid, $544K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jessica Strausbaugh Treasurer and Secretary1 $0$274,106$3,925 $278,03117
Jason Baxendale President and Director1 $0$247,671$18,666 $266,3374
Heather Bilandic Black Vice President and Director1 $0$0$0 $01
James J Glasser Director1 $0$0$0 $02
Elizabeth Liebman Director1 $0$0$0 $01
Thomas C Liebman Director1 $0$0$0 $01
2018 · 7 people listed · 3 paid, $679K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Carol Crenshaw Former Treasurer0 $0$262,457$16,273 $278,7308
Jason Baxendale President and Director1 $0$240,306$18,618 $258,9244
Jessica Strausbaugh Treasurer and Secretary1 $0$140,480$1,156 $141,63617
Heather Bilandic Black Vice President and Director1 $0$0$0 $01
James J Glasser Director1 $0$0$0 $02
Elizabeth Liebman Director1 $0$0$0 $01
Thomas C Liebman Director1 $0$0$0 $01
2017 · 6 people listed · 2 paid, $559K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Carol Crenshaw Treasurer (until 09/30/2018)1 $0$294,346$19,829 $314,1758
Jason Baxendale President and Director1 $0$227,225$17,903 $245,1284
Heather Bilandic Black Vice President and Director1 $0$0$0 $01
James J Glasser Director1 $0$0$0 $02
Elizabeth Liebman Director1 $0$0$0 $01
Thomas C Liebman Director1 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 1 grant to organizations · $318.0M
2021 · 22 grants to organizations · $4.1M
2020 · 29 grants to organizations · $5.5M
2019 · 28 grants to organizations · $855K

Listed grants add up to $855,000; the return's “grants paid” expense line says $865,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 23 grants to organizations · $910K

Listed grants add up to $910,000; the return's “grants paid” expense line says $920,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 32 grants to organizations · $18.3M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-09-30 · view filing · original 990 ↗
$10,514,908$87,978 $127,638,890$791,888 $0$0 $004
2023 · Form 990 period ending 2024-09-30 · view filing · original 990 ↗
$311,720,445$318,101,961 $317,276,071$224,007 $311,653,014$0 $004
2022 · Form 990 period ending 2023-09-30 · view filing · original 990 ↗
$13,038$9,307 $428,961$408,435 $0$0 $002
2021 · Form 990 period ending 2022-09-30 · view filing · original 990 ↗
$790,525$4,152,066 $378,092$364,524 $0$0 $006
2020 · Form 990 period ending 2021-09-30 · view filing · original 990 ↗
$887,326$5,655,473 $4,700,079$4,676,174 $0$0 $006
2019 · Form 990 period ending 2020-09-30 · view filing · original 990 ↗
-$78,698$959,950 $8,853,659$8,799,428 $0$0 $005
2018 · Form 990 period ending 2019-09-30 · view filing · original 990 ↗
$379,549$1,010,014 $9,427,365$9,416,248 $0$0 $005
2017 · Form 990 period ending 2018-09-30 · view filing · original 990 ↗
$5,225,965$18,435,164 $10,384,659$10,384,659 $0$0 $005

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JARVIS FOUNDATIONILT20 $188,789,753$4,725,199 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
MARINE TOYS FOR TOTS FOUNDATIONVAT20 $432,326,962$405,633,766 PRESIDENT & CEO$484,426 Same NTEE code T20, revenue within 2x
ZOOM FOUNDATIONCTT20 $450,447,052$38,535,155 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
KNIGHT FOUNDATIONORT20 $520,024,706$277,515,298 PRESIDENT/TREAS$0 Same NTEE code T20, revenue within 2x, similar name
PUFFIN BAY FOUNDATIONMET20 $301,277,374$33,117,721 Chairman$0 Same NTEE code T20, revenue within 2x, similar name
STOLLER FOUNDATIONTXT20 $376,713,820$41,544,647 CFO-CIO$243,400 Same NTEE code T20, revenue within 2x, similar name
SAROFIM FOUNDATIONTXT20 $476,480,689$144,323,415 Executive Director$556,886 Same NTEE code T20, revenue within 2x, similar name
MARGOT AND TOM PRITZKER SCIENCE FOUNDATIONSDT20 $423,325,986$4,447,945 TRUSTEE$260,000 Same NTEE code T20, revenue within 2x
GRATA VITA FOUNDATIONKST20 $427,486,022$115,000 Trustee$5,000 Same NTEE code T20, revenue within 2x, similar name
GENE HAAS FOUNDATIONCAT20 $195,110,093$31,099,324 GHF DIRECTOR EDUCATI$232,874 Same NTEE code T20, revenue within 2x, similar name
SMILOW FOUNDATION INCDET20 $200,995,119$0 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
TRUIST FOUNDATION INCFLT20 $179,189,277$70,061,113 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
SIMONS FOUNDATION INCNYT20 $171,400,960$364,993,487 PRESIDENT$990,141 Same NTEE code T20, revenue within 2x, similar name
PATTERSON FAMILY FOUNDATIONMOT20 $206,307,740$73,537,366 PRESIDENT, CEO, SECRETARY$241,179 Same NTEE code T20, revenue within 2x, similar name
POINT REYES FOUNDATION INCNJT20 $300,951,652$56,000,000 DIRECTOR, CHAIR, CEO$0 Same NTEE code T20, revenue within 2x
CINELLI FAMILY FOUNDATIONKST20 $214,182,072$4,229,583 PRESIDENT &$48,000 Same NTEE code T20, revenue within 2x
WAVERLEY STREET FOUNDATIONCAT20 $290,111,328$335,907,395 PRESIDENT$940,893 Same NTEE code T20, revenue within 2x
SEQUOIA CLIMATE FOUNDATIONCAT20 $367,685,730$332,324,266 PRESIDENT$848,964 Same NTEE code T20, revenue within 2x
MAXWELL HANRAHAN FOUNDATIONCAT20 $481,434,879$24,644,264 EXECUTIVE DIRECTOR$328,617 Same NTEE code T20, revenue within 2x
BARBARA NEWINGTON FOUNDATIONFLT20 $166,412,822$7,750,550 Co-Trustee$176,866 Same NTEE code T20, revenue within 2x
JOY UNSPEAKABLE FOUNDATIONSCT20 $165,864,424$2,588,605 TRUSTEE$0 Same NTEE code T20, revenue within 2x
THE INVISIBLE HAND FOUNDATIONFLT20 $159,143,113$25,867,890 TRUSTEE$0 Same NTEE code T20, revenue within 2x
DAVID AND LUCILE PACKARD FOUNDATIONCAT20 $569,876,756$452,085,577 CHIEF INVESTMENT OFFICER$3,436,140 Same NTEE code T20, revenue within 2x
LAURA AND JOHN ARNOLD FOUNDATIONTXT20 $486,369,598$211,620,745 DIRECTOR/CO-CHAIR$0 Same NTEE code T20, revenue within 2x
CARL ANGUS DESANTIS FOUNDATION INCFLT20 $305,128,072$4,378,765 EXECUTIVE DIRECTOR$282,582 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MIRAMAR CHARITABLE FOUNDATION Private foundation$738,147,2751 12023–2023 ADAM R SCRIPPS FOUNDATION
DR MIRIAM AND SHELDON G ADELSON Private foundation$403,165,2135 12018–2022 ADELSON FAMILY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$104,395,71515 22016–2024 FOUNDERS PLEDGE INC; MARINE TOYS FOR TOTS FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$88,320,81315 22016–2024 FOUNDERS PLEDGE INC; MARINE TOYS FOR TOTS FOUNDATION
TOWN BRANCH FOUNDATION Private foundation$30,104,34011 12021–2024 WALTON FAMILY FOUNDATION INC
THE EDNA MCCONNELL CLARK FOUNDATION Private foundation$25,000,0001 12021–2021 CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION
BUILDERS INITIATIVE Private foundation$17,862,5004 12022–2024 WALTON FAMILY FOUNDATION INC
ALICE L WALTON FOUNDATION Private foundation$8,214,2742 12023–2024 WALTON FAMILY FOUNDATION INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$6,599,75512 22014–2024 FOUNDERS PLEDGE INC; MARINE TOYS FOR TOTS FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$5,353,22617 22014–2024 FOUNDERS PLEDGE INC; MARINE TOYS FOR TOTS FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$4,840,9939 22019–2024 MARINE TOYS FOR TOTS FOUNDATION; FOUNDERS PLEDGE INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$2,318,60710 22020–2024 FOUNDERS PLEDGE INC; MARINE TOYS FOR TOTS FOUNDATION
THE SUSAN THOMPSON BUFFETT FOUNDATION Private foundation$2,215,3101 12022–2022 SHERWOOD FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$2,172,95214 22016–2024 FOUNDERS PLEDGE INC; MARINE TOYS FOR TOTS FOUNDATION
INAVALE FOUNDATION INC Private foundation$2,002,4451 12016–2016 SHERWOOD FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $87,978 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $50,027-$50,027- 56.9%
Fees: legal $31,738-$31,738- 36.1%
Other (as described)Expense Reimbursements $5,000$2,500$2,500- 5.7%
Fees: other services $1,213-$1,213- 1.4%
Total$87,978100%

View the filing

2023 · Form 990 · $318,101,961 spent · pay $0 · grants $318,021,564 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $318,021,564$318,021,564-- 100.0%
Fees: legal $35,697-$35,697- 0.0%
Fees: other services $29,474-$29,474- 0.0%
Insurance $5,198-$5,198- 0.0%
Other (as described)Expense Reimbursements $5,000$2,500$2,500- 0.0%
Fees: investment management $3,358-$3,358- 0.0%
Occupancy $1,660$830$830- 0.0%
Office expenses $10$5$5- 0.0%
Total$318,101,961100%

View the filing

2022 · Form 990 · $9,307 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Expense Reimbursements $5,000$2,500$2,500- 53.7%
Fees: investment management $2,349-$2,349- 25.2%
Fees: other services $1,958-$1,958- 21.0%
Total$9,307100%

View the filing

2021 · Form 990 · $4,152,066 spent · pay $0 · grants $4,090,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,090,000$4,090,000-- 98.5%
Other (as described)Expense Reimbursements $46,910$23,455$23,455- 1.1%
Fees: investment management $13,227-$13,227- 0.3%
Fees: other services $1,869-$1,869- 0.0%
Office expenses $60-$60- 0.0%
Total$4,152,066100%

View the filing

2020 · Form 990 · $5,655,473 spent · pay $0 · grants $5,530,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,530,000$5,530,000-- 97.8%
Other (as described)Expense Reimbursements $88,482$44,241$44,241- 1.6%
Fees: investment management $35,177-$35,177- 0.6%
Fees: other services $1,785-$1,785- 0.0%
Office expenses $29-$29- 0.0%
Total$5,655,473100%

View the filing

2019 · Form 990 · $959,950 spent · pay $0 · grants $865,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $865,000$865,000-- 90.1%
Fees: investment management $51,836-$51,836- 5.4%
Other (as described)Expense Reimbursements $41,300$20,650$20,650- 4.3%
Fees: other services $1,785-$1,785- 0.2%
Office expenses $29-$29- 0.0%
Total$959,950100%

View the filing

2018 · Form 990 · $1,010,014 spent · pay $0 · grants $920,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $920,000$920,000-- 91.1%
Fees: investment management $48,691-$48,691- 4.8%
Other (as described)Expense Reimbursements $39,837$19,919$19,918- 3.9%
Fees: other services $1,460-$1,460- 0.1%
Office expenses $26-$26- 0.0%
Total$1,010,014100%

View the filing

2017 · Form 990 · $18,435,164 spent · pay $0 · grants $18,290,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $18,290,000$18,290,000-- 99.2%
Fees: investment management $77,121-$77,121- 0.4%
Other (as described)Fees for Staff Services $68,028$34,014$34,014- 0.4%
Office expenses $15-$15- 0.0%
Total$18,435,164100%

View the filing

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