W CLEMENT & JESSIE V STONE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- W CLEMENT & JESSIE V STONE FOUNDATION (EIN 36-2498125)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349106268
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T19:48:46+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362498125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W Clement & Jessie V Stone Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WCLE | BusinessNameControlTxt |
| Phone | 3123662263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 E Lake Street 1020 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Stone | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Steven | PersonFirstNm |
| Person Last | Stone | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Burke | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,705,961 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $834,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,065,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,280,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,127,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,130,864 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $7,761 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,700,373 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,132,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,496,060 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $231,563 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $231,563 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $345,274 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $357,552 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $217,721 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $217,357 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $104,949 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,635 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,128 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $232,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $232,383 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88,744 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $38,683 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $38,683 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $104,918 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $231,272 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,285,273 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,430,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,635,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,162,661 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,309,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,165,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,740,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,635,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,327,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,607,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $861,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $566,104 | CashBOYAmt |
| Cash EOY | $632,820 | CashEOYAmt |
| Cash EOYFMV | $632,820 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,626,680 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $605,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $605,899 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $110,650 | AcctRcvblAmt |
| Acct Rcvbl BOY | $201,155 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $110,650 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $110,650 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $39,218 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $610,754 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $610,754 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,196,182 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,734,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,734,873 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $101,965,476 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,952,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $89,952,179 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,786 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,786 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $136,594,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,705,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,705,961 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $79,317 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $60,037 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $442,187 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $236,332 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $521,504 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $296,369 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $136,073,311 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $115,409,592 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,073,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,409,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,594,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,705,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,073,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,607,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $280,851 | OtherIncreasesAmt |
| Subtotal | $131,746,798 | SubtotalAmt |
| Other Decreases | $16,337,206 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,409,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Sales of securities | P | $25,073,244 | $24,996,436 | $76,808 | $0 | $76,808 |
| CAPITAL GAIN FROM SCHEDULES K-1 | P | $2,054,056 | $2,054,056 | $0 | $2,054,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,130,864 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,968 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,968 | SubtotalAmt |
| Tax Based On Investment Income | $11,968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,627 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $107,627 | TotalPaymentsAndCreditsAmt |
| Overpayment | $95,659 | OverpaymentAmt |
| Applied To ES Tax | $95,659 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 | WWW.WCSTONEFND.ORG | WebsiteAddressTxt |
| Individual With Books | Steven M Stone | IndividualWithBooksNm |
| Phone | 3123662263 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 E LAKE STREET SUITE 1020 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (15 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SANDRA STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Board Member, President Emerita | 1.000 | $0 | $0 | $0 | |
| STEVEN M STONE JD | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | 1st VP & Treasurer | 6.000 | $0 | $0 | $0 | |
| MICHAEL A STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | VP, Asst Treasurer & Secretary | 2.000 | $0 | $0 | $0 | |
| Amy Stone | |||||||||
| 70 E Lake Street | Chicago | IL | 60601 | President & Chair | 2.000 | $0 | $0 | $0 | Suite 1020 |
| CHAD TINGLEY | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Vice President | 2.000 | $0 | $0 | $0 | |
| DAVID STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Board Member | 1.000 | $0 | $0 | $0 | |
| DEBORAH STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Board Member | 1.000 | $0 | $0 | $0 | |
| JEFFREY STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Board Member | 1.000 | $0 | $0 | $0 | |
| JENNIFER STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Board Member | 1.000 | $0 | $0 | $0 | |
| SARA STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Vice President | 2.000 | $0 | $0 | $0 | |
| BARBARA WEST STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Board Member | 1.000 | $0 | $0 | $0 | |
| SARA R SLAUGHTER | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | EXECUTIVE DIRECTOR | 40.000 | $231,562 | $77,643 | $0 | |
| Van Tingley | |||||||||
| 70 E Lake Street | Chicago | IL | 60601 | Board Member(beg Oct 2022) | 1.000 | $0 | $0 | $0 | |
| Lindsay Stone | |||||||||
| 70 E Lake Street | Chicago | IL | 60601 | Board Member (beg Oct 2022) | 1.000 | $0 | $0 | $0 | |
| Peter Parcell | |||||||||
| 70 E Lake Street | Chicago | IL | 60601 | Board Member (beg Oct 2022) | 1.000 | $0 | $0 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA CALVERT | ||||||||
| 70 E Lake Street | Chicago | IL | 60601 | FIN/Ops DIR til 6/22 | 40.000 | $74,892 | $22,078 | $0 |
| BRANDON THORNE | ||||||||
| 70 E Lake Street | Chicago | IL | 60601 | SR. PROGRAM OFFICER | 40.000 | $112,900 | $41,980 | $0 |
| BRIAN K DIXON | ||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Grant Man/Prgrm Off. | 40.000 | $92,190 | $28,499 | $0 |
| Chris Huaracha | ||||||||
| 70 E Lake Street | Chicago | IL | 60601 | FIN/Ops DIR beg 6/22 | 40.000 | $68,692 | $7,774 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | ||||||
| 2730 SAND HILL ROAD STE 300 | MENLO PARK | CA | 94025 | INVESTMENT SERVICES | $232,377 | |
| Crowe LLP | ||||||
| 225 West Wacker Drive | Chicago | IL | 606061224 | Audit and Tax Services | $67,029 | Suite 2600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,611,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,327,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $88,058,107 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,996,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $115,996,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,739,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,257,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,712,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,712,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,968 | TotalTaxAmt |
| Distributable Before Adj | $5,700,882 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,700,882 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,700,882 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,327,961 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,327,961 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,700,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,529,102 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,327,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,529,102 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,798,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $902,023 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIAN DIXON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 E LAKE STREET SUITE 1020 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3123662263 | RecipientPhoneNum |
| Form And Info And Materials | A BUDGET FOR THE ORGANIZATION OR PROJECT; A LIST OF THE BOARD OF DIRECTORS, THEIR TITLE AND EMPLOYER; IRS NOTICE OF TAX-EXEMPT STATUS; IRS NOTICE THAT ORGANIZATION IS A PUBLIC CHARITY UNDER IRS 509 (A) (1); A COPY OF THE ORGANIZATION'S ANNUAL AUDITED FINANCIAL STATEMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE RECIPIENT ORGANIZATION MUST BE RECOGNIZED AS A PUBLIC CHARITY UNDER IRC 509(A)(1). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Accelerate Institute | ||||||||
| 833 W Jackson Blvd Suite 800 | Chicago | IL | 60607 | N/A | PC | Alain Locke Charter School | $10,000 | |
| Acton-Boxborough United Way | ||||||||
| PO Box 2258 537 Massachusetts Aven | Acton | MA | 01720 | N/A | PC | General Operating Support | $1,000 | |
| Advance Illinois | ||||||||
| 303 E Wacker Drive Suite 1925 | Chicago | IL | 60601 | N/A | PC | General Operating Support | $70,000 | |
| Advocate Charitable Foundation | ||||||||
| 3075 Highland Parkway Suite 600 | Downers Grove | IL | 60515 | N/A | PC | Advocate Healthy Steps Chicago Metro South | $3,000 | |
| Advocate Health and Hospitals Corporation | ||||||||
| 3075 Highland Pkwy Fl 6 | Downers Grove | IL | 605155563 | N/A | PC | General Operating Support | $60,000 | |
| All Chicago | ||||||||
| 651 W Washington Blvd Suite 504 | Chicago | IL | 60661 | N/A | PC | Youth Action Board | $50,000 | |
| Aurora University | ||||||||
| 347 South Gladstone Avenue | Aurora | IL | 60506 | N/A | PC | George Williams College | $1,000 | |
| Bank Street College of Education | ||||||||
| 610 W 112th Street | New York | NY | 10025 | N/A | PC | TESOL Residency Program | $70,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 7th Ave 19th Floor | New York | NY | 10001 | N/A | PC | General Operating Support | $60,000 | |
| BPE | ||||||||
| 27-43 Wormwood Street Suite 110 | Boston | MA | 02210 | N/A | PC | General Operating Support | $80,000 | |
| California Youth Connection | ||||||||
| 1311 63rd Street Suite A | Emeryville | CA | 94608 | N/A | PC | General Operating Support | $80,000 | |
| Californians for Justice Education Fund | ||||||||
| 1961 Las Plumas Avenue | San Jose | CA | 95133 | N/A | PC | General Operating Support | $80,000 | |
| Capita Social Inc | ||||||||
| 100 West Washington Street Suite 2 | Greenville | SC | 29601 | N/A | PC | Special Grants | $80,000 | |
| CASEL (Collaborative for Academic Social & Emotional Learning) | ||||||||
| 815 W Van Buren Street Suite 210 | Chicago | IL | 60607 | N/A | PC | General Operating Support | $50,000 | |
| Center for Collaborative Education | ||||||||
| 33 Harrison Avenue 6th Floor | Boston | MA | 02111 | N/A | PC | Advocacy Campaign to Support Student-Centered Learning and Assessment in Massachusetts | $70,000 | |
| Chicago Freedom School | ||||||||
| 719 South State Street 4th Floor | Chicago | IL | 60605 | N/A | PC | NorthStar Liberatory Education Collective | $50,000 | |
| Chicago Public Education Fund | ||||||||
| 200 West Adams Suite 2150 | Chicago | IL | 60606 | N/A | PC | General Operating Support | $50,000 | |
| Child Care Services Association | ||||||||
| PO Box 901 | Chapel Hill | NC | 27514 | N/A | PC | General Operating Support | $50,000 | |
| Children Now | ||||||||
| 1404 Franklin Street Suite 700 | Oakland | CA | 94612 | N/A | PC | Early Education Advocacy | $100,000 | |
| Chinese Progressive Association | ||||||||
| 1042 Grant Ave 5th Floor | San Francisco | CA | 94133 | N/A | PC | General Operating Support | $10,000 | |
| Coaches Across Continents | ||||||||
| 35 Myrtle Street | Watertown | MA | 02472 | N/A | PC | General Operating Support | $2,500 | |
| Coleman Advocates for Children & Youth | ||||||||
| 459 Vienna Street | San Francisco | CA | 94112 | N/A | PC | Stone Leaders for Change | $115,000 | |
| Communities United | ||||||||
| 4749 N Kedzie Ave | Chicago | IL | 60625 | N/A | PC | Advancing Safe, inclusive, and Supportive Learning Environments in in Chicago Public Schools | $150,000 | |
| CORO NEW YORK LEADERSHIP CENTER | ||||||||
| 42 Broadway Suite 2001 | NEW YORK | NY | 100041617 | N/A | PC | Youth Leadership Development Programs | $50,000 | |
| Council for a Strong America | ||||||||
| 1212 New York Ave NW Suite 300 | Washington | DC | 20005 | N/A | PC | Fight Crime: Invest in Kids and ReadyNation | $50,000 | |
| Dewitt Livingston Logan and McLean Regional Office of Education #17 | ||||||||
| 201 E Grove Street Suite 300 | Bloomington | IL | 61701 | N/A | PC | General Operating Support | $60,000 | |
| DRUM Desis Rising Up and Moving Inc | ||||||||
| 72-18 Roosevelt Avenue | Jackson Heights | NY | 11372 | N/A | PC | General Operating Support | $60,000 | |
| Dublin School | ||||||||
| 18 Lehmann Way | Dublin | NH | 03444 | N/A | PC | Trustee Designed Grants | $1,000 | |
| Education Law Center | ||||||||
| 1800 JFK Boulevard Suite 1900A | Philadelphia | PA | 19103 | N/A | PC | General Operating Support | $40,000 | |
| EMBARC Inc | ||||||||
| PO Box 221450 | Chicago | IL | 60622 | N/A | PC | General Operating Support | $5,000 | |
| Environmental Law and Policy Center of the Midwest | ||||||||
| 35 East Wacker Drive | Chicago | IL | 60601 | N/A | PC | General Operating Support | $5,000 | |
| Erikson Institute | ||||||||
| 451 N LaSalle Street | Chicago | IL | 60654 | N/A | PC | Erikson Institute's Early Teaching and Learning Academy and Policy and Leadership Department | $120,000 | |
| First Up | ||||||||
| 1608 Walnut Street Suite 300 | Philadelphia | PA | 19103 | N/A | PC | General Operating Support | $80,000 | |
| Forefront | ||||||||
| C/O FBRK IMPACT HOUSE 200 W MADISON | CHICAGO | IL | 60606 | N/A | PC | GENERAL OPERATING SUPPORT | $7,150 | ST 2ND FLOOR |
| Grantmakers for Education | ||||||||
| 861 SW 6TH AVENUE SUITE 350 | PORTLAND | OR | 97204 | N/A | PC | GENERAL OPERATING SUPPORT | $2,700 | |
| HealthConnect One | ||||||||
| 227 W Monroe Street Suite 2100 | Chicago | IL | 60606 | N/A | PC | Advocacy for Birth Equity | $40,000 | |
| Hurricane Island Outward Bound School | ||||||||
| PO BOX 800 | Camden | ME | 04843 | N/A | PC | Trustee Designed Grants | $10,000 | |
| Illinois Action for Children | ||||||||
| 4753 N Broadway Street Suite 120 | Chicago | IL | 60640 | N/A | PC | General Operating Support | $100,000 | |
| Intentional Sports | ||||||||
| 126 E Wing Street Suite 176 | Arlington Heights | IL | 60048 | N/A | PC | Trustee Designed Grants | $2,500 | |
| Internationals Network for Public Schools | ||||||||
| 50 Broadway Suite 1601 | New York | NY | 10004 | N/A | PC | General Operating Support | $100,000 | |
| Jumpstart for Young Children | ||||||||
| 308 Congress Street 6th Floor | Boston | MA | 02210 | N/A | PC | Building a High-Quality Early Educator Pipeline | $40,000 | |
| Justice Innovation Inc | ||||||||
| 520 Eighth Avenue 18th Floor | New York | NY | 10018 | N/A | PC | General Operating Support | $50,000 | |
| Juvenile Law Center | ||||||||
| 1800 JFK Boulevard Suite 1900B | Philadelphia | PA | 19103 | N/A | PC | Youth Engagement Digital Toolkit | $50,000 | |
| Juvenile Protection Association | ||||||||
| 1707 N Halsted Street | Chicago | IL | 60614 | N/A | PC | General Operating Support | $5,000 | |
| Lambs Farm | ||||||||
| 14245 W Rockland Road | Libertyville | IL | 60048 | N/A | PC | Special Grants | $10,000 | |
| Latino Policy Forum | ||||||||
| 180 N Michigan Avenue Ste 1250 | Chicago | IL | 60601 | N/A | PC | General Operating Support | $60,000 | |
| Learning Policy Institute | ||||||||
| 1530 Page Mill Road Suite 200 | Palo Alto | CA | 94304 | N/A | PC | For continued development and implementation of the Education Preparatory Laboratory (EdPrepLab) Edu | $90,000 | |
| Lymphoma Research Foundation | ||||||||
| Wall Street Plaza 88 Pine Street | New York | NY | 10005 | N/A | PC | General Operating Support | $6,000 | |
| Make the Road New York | ||||||||
| 301 Grove Street | Brooklyn | NY | 11237 | N/A | PC | General Operating Support | $120,000 | |
| Mikva Challenge Grant Foundation Inc | ||||||||
| 200 S Michigan Ave Suite 1000 | Chicago | IL | 60604 | N/A | PC | Mikva Challenge Citywide Youth Council Program | $85,000 | |
| National Association for the Education of Young Children | ||||||||
| 1313 L Street NW Suite 500 | Washington | DC | 20005 | N/A | PC | Advancing Early Childhood Higher Education Quality | $150,000 | |
| National Center for Family Philanthropy | ||||||||
| 1667 K STREET NW 550 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| National Center for Teacher Residencies | ||||||||
| 1332 North Halsted St Suite 304 | Chicago | IL | 60642 | N/A | PC | NCTR BEI Research | $90,000 | |
| National Economic and Social Rights Initiative | ||||||||
| 90 John Street Suite 501 | New York | NY | 10038 | N/A | PC | Dignity in Schools Campaign | $40,000 | |
| National Equity Project | ||||||||
| 1720 Broadway 4th Floor | Oakland | CA | 94612 | N/A | PC | General Operating Support | $150,000 | |
| National Public Education Support Fund | ||||||||
| 1900 L STREET NW SUITE 520 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| New America Foundation | ||||||||
| 740 15th Street NW Suite 900 | Washington | DC | 20005 | N/A | PC | General Operating Support | $80,000 | |
| New Teacher Center | ||||||||
| 110 Cooper Street Suite 500 | Santa Cruz | CA | 95060 | N/A | PC | General Operating Support | $100,000 | |
| New Venture Fund | ||||||||
| 1828 L Street NW Suite 300A | Washington | DC | 20036 | N/A | PC | Child Care for Every Family Network | $60,000 | |
| Oakland Kids First | ||||||||
| 3700 E 12th Street Suite 3 | Oakland | CA | 94601 | N/A | PC | General Operating Support | $120,000 | |
| One Roof Chicago | ||||||||
| PO BOX 25325 | Chicago | IL | 60625 | N/A | PC | Special Grants | $10,000 | |
| Pan-Mass Challenge | ||||||||
| 77 4th Ave | Needham | MA | 02494 | N/A | PC | General Operating Support | $4,000 | |
| ParentChild | ||||||||
| 163B Mineola Boulevard | Mineola | NY | 11501 | N/A | PC | General Operating Support | $60,000 | |
| Partners in School Innovation | ||||||||
| 1060 Tennessee Street 2nd Floor | San Francisco | CA | 94107 | N/A | PC | General Operating Support | $100,000 | |
| Pennsylvania Partnerships for Children | ||||||||
| 200 North Third Street 13th Floor | Harrisburg | PA | 171011589 | N/A | PC | General Operating Support | $90,000 | |
| Philadelphia Student Union | ||||||||
| 501 S 52nd St Commercial Unit 1 | Philadelphia | PA | 19143 | N/A | PC | Fair Funding Campaign Awareness | $60,000 | |
| Philanthropy New York | ||||||||
| 20 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $450 | |
| Public Policy and Education Fund | ||||||||
| 94 Central Avenue | Albany | NY | 12206 | N/A | PC | School Funding Accountability | $70,000 | |
| Rainforest Foundation US | ||||||||
| 1000 Dean Street Suite 430 | Brooklyn | NY | 11238 | N/A | PC | General Operating Support | $10,000 | |
| Rebuild Foundation | ||||||||
| 6918 S Dorchester | Chicago | IL | 60637 | N/A | PC | General Operating Support | $10,000 | |
| RefugeeOne | ||||||||
| 5705 N Lincoln Avenue | Chicago | IL | 60659 | N/A | PC | Trustee Designed Grants | $5,000 | |
| Regents of the University of California Los Angeles | ||||||||
| 11000 Kinross Avenue Suite 102 | Los Angeles | CA | 90095 | N/A | PC | Cohort 18-Stone Scholars Scholarship Program | $40,000 | |
| Rennie Center for Education Research & Policy | ||||||||
| 114 State Street 3rd Floor | Boston | MA | 02109 | N/A | PC | Open Opportunity MA | $90,000 | |
| Research Foundation of the City University of New York | ||||||||
| 16 Court Street 31st Floor | Brooklyn | NY | 11241 | N/A | PC | General Operating Support | $70,000 | |
| Ryan Licht Sang Bipolar Foundation | ||||||||
| 875 N Michigan Avenue Suite 3100 | Chicago | IL | 60611 | N/A | PC | General Operating Support | $10,000 | |
| RYSE Center | ||||||||
| 205 41st Street | Richmond | CA | 94805 | N/A | PC | Stone Leaders for Change | $60,000 | |
| Spiritual Alliance Inc | ||||||||
| PO Box 918 | Bryn Athyn | PA | 19009 | N/A | PC | Trustee Designed Grants | $10,000 | |
| Start Early | ||||||||
| 33 West Monroe Suite 1200 | Chicago | IL | 60603 | N/A | PC | General Operating Support | $120,000 | |
| StormStrong Foundation | ||||||||
| 55 Sunrise Drive | Williston | VT | 05495 | N/A | PC | General Operating Support | $4,000 | |
| Strategies for Children | ||||||||
| 400 Atlantic Avenue | Boston | MA | 02110 | N/A | PC | General Operating Support | $100,000 | |
| Teach Plus Incorporated | ||||||||
| One Beacon Street 15th Floor Suit | Boston | MA | 02108 | N/A | PC | General Operating Support | $90,000 | |
| The City School Inc | ||||||||
| 614 Columbia Road | Dorchester | MA | 02125 | N/A | PC | General Operating Support | $50,000 | |
| The Education Trust | ||||||||
| 1501 K Street NW Suite 200 | Washington | DC | 20005 | N/A | PC | Addressing Inequities in Massachusetts' School System | $150,000 | |
| The Leadership Academy | ||||||||
| 45-18 Court Square 2nd Floor | Long Island City | NY | 11101 | N/A | PC | General Operating Support | $50,000 | |
| The Regents of the University of California | ||||||||
| 1608 Fourth Street Suite 220 | Berkeley | CA | 947205940 | N/A | PC | General Operating Support | $80,000 | |
| The Regents of the University of California | ||||||||
| 1608 Fourth Street Suite 220 | Berkeley | CA | 947205940 | N/A | PC | Fire Building | $20,000 | |
| Third Sector New England | ||||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | N/A | PC | General Operating Support | $50,000 | |
| Third Sector New England Inc | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| US Soccer | ||||||||
| 1801 S Prairie Ave | Chicago | IL | 60616 | N/A | PC | U.S. Soccer Development Fund | $5,000 | |
| University Community Collaborative | ||||||||
| Temple University Gladfelter Hall | Philadelphia | PA | 191226089 | N/A | PC | Youth Leadership Development | $40,000 | |
| University of Colorado Denver | ||||||||
| 13001 East 17th Place Room W1124 | Aurora | CO | 80045 | N/A | PC | Peer-to-Peer: P-3 in Principal Preparation Programs | $50,000 | |
| University of Illinois at Chicago | ||||||||
| 1040 West Harrison Street | Chicago | IL | 60607 | N/A | PC | Coaching & Data Systems Support | $140,000 | |
| Youth Communication | ||||||||
| 242 W 38th St 6th Floor | New York | NY | 10018 | N/A | PC | General Operating Support | $50,000 | |
| Youth Leadership Institute | ||||||||
| 209 Ninth St Suite 200 | San Francisco | CA | 94103 | N/A | PC | Calafia Fellowship | $50,000 | |
| Youth United for Change | ||||||||
| 520 N Columbus Blvd Suite 205 | Philadelphia | PA | 19123 | N/A | PC | General Operating Support | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,165,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $834,802 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $225,671 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,054,421 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $225,671 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,896,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,122,655 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Combined Insurance Company | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1444 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473751444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING AND AUDIT FEES | $59,600 | $5,960 | $34,128 |
| TAX PREPARATION | $45,349 | $22,675 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SALES OF SECURITIES | P | $25,073,244 | $24,996,436 | $76,808 |
| CAPITAL GAIN FROM SCHEDULES K-1 | P | $1,203,283 | $1,203,283 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fixed Income Funds | $12,735,266 | $12,735,266 |
| Mutual Funds | $7,409,389 | $7,409,389 |
| Global Equity Funds | $3,590,218 | $3,590,218 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Alternative Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $89,952,179 | BookValueAmt |
| EOYFMV | $89,952,179 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right-of-use Asset | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $58,786 | EOYBookValueAmt |
| EOYFMV | $58,786 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss | Desc |
| Amt | $16,337,206 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Information Technology | $46,085 | $47,658 | |
| OFFICE SUPPLIES AND POSTAGE | $2,245 | ||
| PAYROLL SERVICES | $3,471 | ||
| FILING FEES | $641 | ||
| INSURANCE | $2,588 | $2,848 | |
| BANK SERVICE CHARGES | $401 | ||
| MEMBERSHIP/ASSOCIATIONS | $1,601 | $1,600 | |
| OTHER EXPENSES FROM K-1 | $1,285,273 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTIES | $7,761 | $7,761 |
| PARTNERSHIP INCOME FROM K-1 | -$1,708,134 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period adjustment - Accrual for prior year deferred tax liability | Desc |
| Amt | $280,851 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Excise Taxes | $442,187 | $177,546 |
| Operating Lease Obligation | $0 | $58,786 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $232,383 | Amt |
| Net Investment Income | $232,383 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $98,448 | Amt |
| Net Investment Income | $88,744 | NetInvestmentIncomeAmt |