THE TIMOTHY AND SUSANNE SULLIVAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE TIMOTHY AND SUSANNE SULLIVAN FAMILY FOUNDATION (EIN 20-3367664)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-12
- IRS object ID
- 202641639349100704
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-12T10:16:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203367664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Timothy and Susanne Sullivan Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TIMO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY SULLIVAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $20,423,283 | 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 | $1,450 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,450 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $784,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $784,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,084,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,507 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $787,743 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $787,743 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,207 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,207 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $280,956 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $69,396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $69,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $370,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,405,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,405,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,775,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,474,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$987,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $767,536 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,216 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $370,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $370,554 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,735,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,431,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,052,729 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $20,790,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,802,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,423,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,790,145 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,802,329 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,790,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,802,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,790,145 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,802,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,790,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$987,816 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,802,329 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,802,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,084,184 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,082,677 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,507 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,507 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,507 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,669 | SubtotalAmt |
| Tax Based On Investment Income | $10,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $331 | OverpaymentAmt |
| Applied To ES Tax | $331 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Susanne Sullivan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Timothy P Sullivan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Ste 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $69,371 | CompensationAmt |
| 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 | $21,118,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,262,603 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,262,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $318,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,943,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,047,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,047,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,669 | TotalTaxAmt |
| Distributable Before Adj | $1,036,514 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,036,514 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,036,514 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,474,396 | 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 | $1,474,396 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,036,514 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $245,052 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,398,970 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,740,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,474,396 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,036,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $437,882 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,178,358 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $245,052 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,933,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,454 | ExcessFromYear4Amt |
| Excess From Year1 | $1,398,970 | ExcessFromYear1Amt |
| Excess From Current Year | $437,882 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Susanne Sullivan | ContributingManagerNm |
| Contributing Manager | Timothy P Sullivan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG SHOULDERS FUND | |||||||
| 212 W VAN BUREN ST STE 900 | CHICAGO | IL | 60607 | N/A | PC | Sullivan Fellows Program and Covered Schools | $775,000 |
| COME TO BELIEVE FOUNDATION | |||||||
| PO BOX 786 | NEW YORK | NY | 10150 | N/A | PC | General & Unrestricted | $25,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1852 W 22ND PL | CHICAGO | IL | 60608 | N/A | PC | General & Unrestricted | $25,000 |
| EVANSTON NORTHWESTERN HEALTHCARE | |||||||
| 1001 UNIVERSITY PL STE 248 | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $25,000 |
| JOSEPHINUM ACADEMY | |||||||
| 1501 N OAKLEY BLVD | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $25,000 |
| NEIGHBORHOOD HEALTH CLINIC INC | |||||||
| 88 12TH ST N UNIT 100 | NAPLES | FL | 34102 | N/A | PC | Raven Pathology Building campaign | $10,000 |
| NORTHLIGHT THEATRE INC | |||||||
| 820 CHURCH ST FL 4 | EVANSTON | IL | 60201 | N/A | PC | Interplay fund | $100,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 N FAIRBANKS COURT STE 800 | CHICAGO | IL | 60611 | N/A | PC | Ruchim Endowment fund | $100,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 60208 | N/A | PC | Shapiro Hall fund | $125,000 |
| OLD ST PATRICKS CHURCH | |||||||
| 711 W MONROE ST | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $10,000 |
| ONE ACRE FUND | |||||||
| 2070 GREEN BAY RD 183 | HIGHLAND PARK | IL | 60035 | N/A | PC | General & Unrestricted | $10,000 |
| REHABILITATION INSTITUTE OF CHICAGO | |||||||
| 355 E ERIE ST STE 10-2145 | CHICAGO | IL | 60611 | N/A | PC | RISE Climb fund | $25,000 |
| UNITED STATES NAVAL ACADEMY FOUNDATION INC | |||||||
| PO BOX 79169 | BALTIMORE | MD | 21279 | N/A | PC | Athletics and General Support fund | $50,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT 4TH FL | CHICAGO | IL | 60615 | N/A | PC | Biological Sciences Division Research fund | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,405,000 | 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 | $1,450 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $784,786 | 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 | $1,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $787,743 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $787,743 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P MIDCAP 400 BARRA V | $36,634 | $126,984 |
| ISHARES S&P MIDCAP 400 GROWTH | $38,110 | $191,435 |
| OPTION CARE HEALTH INC | $1,516,922 | $1,815,861 |
| VANGUARD S&P 500 ETF | $161,104 | $241,445 |
| WISDOMTREE FLOATING RATE TREAS | $17,679,005 | $17,677,004 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $69,371 | $69,371 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $20,207 | Amt |
| Net Investment Income | $20,207 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $11,000 |
| 990-PF Excise Tax for 2024 | $269,956 |