2025-05-09T08:41:59-05:00 2024-06-30 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990 2023-07-01 363210564 The Keystone Foundation % LINDA COLEMAN KEYS 7733055000 3504 Commercial Avenue Northbrook IL 60062 Linda Coleman ASST. TREASURER 7733055000 2025-05-15 true true Dayon G Denic P01523382 8472055000 2023 2025-03-06 01:10:19Z GREG PETERSEN 1925 N CLYBOURN SUITE 200 CHICAGO IL 60614 39001 false X www.thekeystonefoundation.org X 1982 IL SEE ATTACHMENT 1 3 3 0 3 0 30000 20000 0 0 14815 19001 0 0 44815 39001 0 0 0 0 0 0 0 0 0 2645 3105 2645 3105 42170 35896 726282 845464 0 0 726282 845464 THE KEYSTONE FOUNDATION SUPPORTS COMMUNITIES BY SUPPORTING GLENKIRK AND SEARCH, TWO OF ITS NONPROFIT AFFILIATES. GLENKIRK AND SEARCH PROVIDE IMPORTANT SERVICES AND PROGRAMS WHICH EMPOWER HUNDREDS OF PEOPLE WITH INTELLECTUAL DISABILITIES AND THEIR FAMILIES EVERY DAY. THE KEYSTONE FOUNDATION SUPPORTS GLENKIRK AND SEARCH THROUGH A MYRIAD OF FUNDRAISING ADVOCACY ENDEAVORS. false false 0 0 THE KEYSTONE FOUNDATION SUPPORTS COMMUNITIES BY SUPPORTING GLENKIRK AND SEARCH, TWO OF ITS NONPROFIT AFFILIATES. GLENKIRK AND SEARCH PROVIDE IMPORTANT SERVICES AND PROGRAMS WHICH EMPOWER HUNDREDS OF PEOPLE WITH INTELLECTUAL DISABILITIES AND THEIR FAMILIES EVERY DAY. THE KEYSTONE FOUNDATION SUPPORTS GLENKIRK AND SEARCH THROUGH A MYRIAD OF FUNDRAISING ADVOCACY ENDEAVORS. 0 true true false false false false false false false false false true false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 3 3 false true false false false false false true true false false true true true true true true false IL X LINDA COLEMAN 7733055000 1925 N CLYBOURN SUITE 200 CHICAGO IL 60614 GREG PETERSEN PRESIDENT 40.0 0.0 X 0 192864 38000 LINDA COLEMAN ASSISTANT TREASURER 40.0 0.0 X 0 138438 9871 SAMANTHA ZAJAC ASSISTANT SECRETARY 40.0 0.0 X 0 98112 7837 TOM MASON VICE CHAIR 1.0 0.0 X X 0 0 0 DAVID STAUB CHAIR 1.0 0.0 X X 0 0 0 DAVE WESSELINK Treasurer 1.0 0.0 X X 0 0 0 0 429414 55708 0 false true false NONE 0 20000 20000 0 19001 19001 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 39001 19001 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1850 1850 0 BANK FEES 1040 1040 LICENSE AND PERMITS 215 215 3105 0 3105 0 7190 4087 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 719092 841377 0 0 0 0 0 0 726282 845464 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 726282 845464 0 0 726282 845464 726282 845464 35896 83286 X false true X true false X X 2 GLENKIRK 362345191 7 true 0 0 SEARCH INC 237058758 7 true 0 0 2 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INVESTMENTS 841377 F 841377 0 0 46859173 83286 46736886 46820172 39001 39001 41336617 41333512 41333512 3105 3105 SCHEDULE D, PART XI, LINE 2D- Revenue on books, not on return $46,736,886 - REVENUES RELATED TO AFFILIATE ORGANIZATIONS SCHEDULE D, PART XII, LINE 2D- EXPENSE on books, not on return $41,333,512 - EXPENSES RELATED TO AFFILIATE ORGANIZATIONS SCHEDULE D, PART X, LINE 2- FIN 48 (ASC 740) FOOTNOTE MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. true false false false false false GREG PETERSEN PRESIDENT 192864 38000 230864 Part VI, Section B, Line 12c- Conflict of Interest Policy Any individual involved in a Keystone Foundation activity or decision-making process has an obligation to disclose any conflicting or potentially conflicting personal, professional or business interest he or she may have, directly or indirectly, with the affected activity or decision. Potentially conflicting interests may relate to Keystone Foundation's programs and services (e.g., educational courses) or its operations (e.g., contracts with third parties). In particular, participants in Keystone Foundation-related activities must disclose the positions they hold or relationships they have with other organizations or entities that may conflict, directly or indirectly, with their Keystone Foundation activities. They also have an obligation to disclose any significant financial interest in, or other relationship with, an entity having a "commercial interest" in the activity or in the outcome or deliverable of the activity. A commercial interest may exist not only where the entity's products or services are under consideration by Keystone Foundation, but also where the entity's products or services are in competition or potential competition with those under consideration or where the entity's products or services may be affected by the activity or outcome. By the disclosure of such interests, the Board of Directors or its designee(s) will be in a better position to determine whether the participant may have an interest in conflict with the interests of Keystone Foundation. Although Keystone Foundation primarily is concerned with potential conflicts of interest involving individuals participating directly in Keystone Foundation-related activities, participants also should disclose interests or relationships of individuals with whom they directly share income (e.g., spouse, domestic partner, minor children). In addition, participants should disclose interests or relationships held by others that may affect the participant's decision-making (e.g., business partner), but only to the extent they are aware of such information. Participants do not need to determine the nature of every interest held by a sibling, business partner, etc. if they have no independent knowledge of such interests. In general, participants should err on the side of disclosure if in doubt as to whether it is required under the Policy. Participants should bring any questions regarding specific applications of the Policy to the attention of the Conflicts Administrator and/or legal counsel. Examples of relationships or interests related to Keystone Foundation which should be disclosed include, but are not limited to: Business Interests: Any employment or consulting arrangements that are current, proposed, or occurred within the previous three (3) years, that reasonably involve the interests of Keystone Foundation. Any material honoraria or other payments for seminar presentations, speeches or appearances. Financial Interests: Any material ownership interests in an entity having a commercial interest in an activity or matter under consideration by Keystone Foundation. Organizational Interests: All positions currently held or sought in Keystone Foundation (e.g., Board or committee member). A current or proposed relationship with Keystone Foundation (e.g., service provider, paid consultant, family member of consumer served by Keystone Foundation). Any leadership role in, or other relationship with, another commercial or volunteer organization or entity (e.g., board member, committee member, advisor) directly or indirectly related to Keystone Foundation. A "material" interest is one which, in view of all relevant circumstances, is substantial enough that it would, or reasonably could, affect a participant's judgment with respect to Keystone Foundation activities or transactions in which he or she is involved. The Keystone Foundation Conflict of Interest Disclosure Form is considered a part of the Conflict of Interest Policy and must be submitted by any individual participating in a Keystone Foundation activity, as determined by the Board of Directors. Initially, a participant's obligation to report actual, potential or apparent conflicts is discharged by completing the Disclosure Form. Participants remain under a continuing obligation, however, to report conflicts as they arise, including those that were not reported on the Disclosure Form, but which later become relevant to the Keystone Foundation activity in which they are involved. The Board also may require regular reporting at the start of Board, committee, and other meetings. Disclosure Forms will be kept on file at Keystone Foundation's office for a period of two (2) years, or one (1) year after the conclusion of the relevant activity or decision-making process, whichever is longer, unless otherwise determined by the Board. The Board of Directors has designated the President as Keystone Foundation's Conflicts Administrator. The Conflicts Administrator is responsible for receiving Disclosure Forms and, in consultation with the Board Chair, applicable Committee chair, and/or legal counsel, assessing the significance of a given interest or relationship to Keystone Foundation and determining the appropriate action to be taken in response to participants' disclosures of actual, potential or apparent conflicts of interest. If the Conflicts Administrator has any existing or potential conflict of interest, he or she will disclose that conflict to the current Board Chair. The Conflicts Administrator may, in his or her reasonable discretion, appoint an appropriate staff designee to receive, review and maintain Disclosure Forms. The Conflicts Administrator may be reached at 773.305.0740. As a general matter, individual Disclosure Forms will be made available only to the Conflicts Administrator, not to Keystone Foundation members or to others. However, the Disclosure Forms may be shared and/or information regarding the existence of individuals' interests or relationships may be disseminated, if necessary, to review and assess the conflict, determine whether further action is necessary, and inform other involved parties (e.g., at a Board or committee meeting, at an educational session, in a footnote to an article in a Keystone Foundation publication). The participant will be made aware if such information is to be disclosed beyond the Conflicts Administrator (or appropriate staff designee), Board Chair, applicable Committee chair, and legal counsel. In consultation with the Board Chair, applicable Committee chair, and/or legal counsel, the Conflicts Administrator will determine, based on the Disclosure Form and other relevant information, when an individual engaged in, or about to engage in, a Keystone Foundation-related activity or other matter under consideration has an actual, potential, or apparent conflict of interest requiring some response by Keystone Foundation. If the individual cannot otherwise resolve the conflict, the Board Chair, Committee chair, and/or Board of Directors may require any action it deems appropriate, including, but not limited to, the following: (1) Disclosure of the interest to the other participants in the decision- or policy-making body (e.g., Board, committee). (2) Written and, in some cases, oral disclosure of the interest (e.g., to an audience at an educational session). (3) Recusal from voting on a matter and limiting the individual's participation only to providing factual information benefiting the group discussion. (4) Complete recusal from a portion of a meeting or from other consideration of the subject matter. (5) Replacing the individual in the affected position or activity. In most instances, disclosure of the conflicting or potentially conflicting interest will itself suffice to protect Keystone Foundation's interests. In other words, once a conflict is fully disclosed to the relevant parties, they generally will be able to evaluate the possible influence of the disclosed interest. In situations where disclosure does not adequately deal with actual or potential problems, however, additional steps as described above may be necessary. Part VI, Section B, Line 11b- procedures to review Form 990 All participants in Keystone Foundation-related activities must comply with the Keystone Foundation Conflict of Interest Policy by completing the Conflict of Interest Disclosure Form on an annual basis. It is the responsibility of the Conflicts Administrator and disinterested members of the Board of Directors, in consultation with legal counsel, to interpret and apply this Policy, and the Board and its designee(s) should use their best judgment in doing so. Both the President and Assistant Treasurer review a draft of the Form 990 and make the necessary revisions. The draft is then forwarded to all members of the board of directors for their review. Once comments and questions have been addressed, the Form 990 is finalized. Part VI, Section c, Line 19- availablitity of documents The Keystone Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. GLENKIRK 3504 Commercial Avenue Northbrook IL 60062 362345191 NONPROFIT IL 501(C)(3) 07 GLENKIRK false KEYSTONE ALLIANCE 1925 N CLYBOURN SUITE 200 CHICAGO IL 60614 300582110 NONPROFIT IL 501(C)(3) 11B KEYSTONE ALL false SEARCH INC 1925 N CLYBOURN SUITE 200 CHICAGO IL 60614 237058758 NONPROFIT IL 501(C)(3) 07 SEARCH false GLENKIRK ENTERPRISES INC AND SUBSIDIARY 1925 N CLYBOURN AVE SUITE 200 CHICAGO IL 60614 364443229 RETAIL SALES IL GLENKIRK C CORP 1.00000 false false false false false false false false false false false false false false false false false false