2025-05-14T12:23:12-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2024-01-01 161639401 JAMES P AND BRENDA S GRUSECKI FAMILY FOUNDATION JAME 7085428751 840 NORTH LAKE SHORE DR 2301 CHICAGO IL 606112490 BRENDA GRUSECKI PRESIDENT 7085428751 2025-05-08 1 0 KIMBERLY A HAUMANN P00546491 3122071040 2025-05-08 2024 2025-03-06 01:10:19Z X 32634865 X 125000 112525 112525 780042 780042 899751 33600687 899751 1917318 1792318 0 0 0 12866 0 0 179199 76417 102782 55824 17030 0 247889 93447 102782 1750000 1750000 1997889 93447 1852782 -80571 1698871 1 56644 96573 96573 0 4981789 4981789 0 3900812 3900812 31146874 23655691 23655691 31203519 32634865 32634865 55924 48794 55924 48794 X 31147595 32586071 31147595 32586071 31203519 32634865 31147595 -80571 1519047 32586071 0 32586071 PERSHING 479043 404464 74579 74579 PERSHING 28810620 28618011 192609 192609 PERSHING 709452 704208 5244 5244 PERSHING 3462187 2974253 487934 487934 P 0 0 CAPITAL GAINS DIVIDENDS P 139385 139385 139385 899751 23614 0 23614 0 23614 10842 0 0 0 10842 X 27 12799 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A JAMES P GRUSECKI 7085428751 840 NORTH LAKE SHORE DR 2301 CHICAGO IL 606112490 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES P GRUSECKI 840 N LAKE SHORE DRIVE CHICAGO IL 606112490 VP/TRES/DIR 16.00 0 0 0 BRENDA S GRUSECKI 840 N LAKE SHORE DRIVE CHICAGO IL 606112490 PRES/SEC/DIR 16.00 0 0 0 ROBERT D TUERK 946 JACKSON AVE RIVER FOREST IL 603051416 DIRECTOR 8.00 0 0 0 NONE 0 ROCKEFELLER PHILANTHROPY ADVISORS 200 W MADISON ST 3RD FLOOR CHICAGO IL 60606 ADVISORY SERVICES 102782 ALTAIR ADVISERS LLC 303 W MADISON ST SUITE 600 CHICAGO IL 60606 INVESTMENT ADVISOR 76417 0 0 31558767 1584925 0 33143692 0 0 33143692 497155 32646537 1632327 1632327 23614 23614 1608713 0 1608713 0 1608713 1852782 0 1852782 1608713 0 0 227711 321416 191674 740801 1852782 0 0 0 1608713 244069 0 0 984870 0 0 0 0 0 0 227711 757159 321416 191674 244069 JAMES P GRUSECKI X AMERICAN BLUES THEATER 4809 N RAVENSWOOD CHICAGO IL 60640 PC GENERAL OPERATIONS 30000 AMERICAN BLUES THEATER 4809 N RAVENSWOOD CHICAGO IL 60640 PC GENERAL OPERATING SUPPORT 20000 BOYS AND GIRLS CLUB OF CHICAGO 2102 W MONROE ST CHICAGO IL 60612 PC GENERAL OPERATING SUPPORT 2500 BREAKTHROUGH URBAN MINISTRIES 402 N ST LOUIS AVE CHICAGO IL 60624 PC GENERAL OPERATING SUPPORT 40000 CALIFORNIA ENVIROMENTAL JUSTICE ALLIANCE 765 N MAIN ST 151 CORONA CA 92880 PC GENERAL OPERATING SUPPORT 2500 CARA COLLECTIVE 237 S DES PLAINES CHICAGO IL 60661 PC GENERAL OPERATING SUPPORT 40000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO 721 N LA SALLE ST CHICAGO IL 60654 PC PER AWARD LETTER 45000 CHICAGO FOUNDATION FOR WOMEN 1 EAST UPPER WACKER DR CHICAGO IL 60601 PC GENERAL OPERATING SUPPORT 40000 CHICAGO JESUIT ACADEMY 5058 W JACKSON BLVD CHICAGO IL 60644 PC GENERAL OPERATING SUPPORT 35000 CHICAGO SHAKESPEARE THEATER 800 E GRAND AVE CHICAGO IL 60611 PC GENERAL OPERATIONS 50000 CHILDREN'S LITERACY INITIATIVE 641 W LAKE ST CHICAGO IL 60661 PC CHICAGO PROGRAMMING 35000 CONNECTION FOR ABUSED WOMEN & CHILDREN 1116 N KEDZIE 5TH FL CHICAGO IL 60651 PC GENERAL OPERATING SUPPORT 5000 DEBORAH'S PLACE 2822 W JACKSON BLVD CHICAGO IL 606123626 PC GENERAL OPERATING SUPPORT 40000 ENGLISH IN ACTION PO BOX 4856 BASALT CO 81621 PC GENERAL OPERATING SUPPORT 15000 GOLDEN APPLE FOUNDATION 8 SOUTH MICHIGAN AVE CHICAGO IL 606033463 PC GENERAL OPERATING SUPPORT 50000 GOODMAN THEATRE 170 N DEARBORN ST CHICAGO IL 60601 PC GENERAL OPERATING SUPPORT 30000 HOUSING FORWARD 1851 S 9TH AVENUE MAYWOOD IL 60153 PC GENERAL OPERATING SUPPORT 5000 INGENUITY INCORPORATED CHICAGO 11 E HUBBARD ST CHICAGO IL 60611 PC CREATIVE SCHOOLS FUND 35000 LA CASA NORTE 3533 W NORTH AVE CHICAGO IL 60647 PC GENERAL OPERATING SUPPORT 40000 LANDPATHS 618 4TH ST SUITE 217 SANTA ROSA CA 95404 PC GENERAL OPERATING SUPPORT 2500 LITTLE BLACK PEARL WORKSHOP 1060 E 47TH ST CHICAGO IL 60653 PC GENERAL OPERATING SUPPORT 35000 LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS 7620 MADISON ST RIVER FOREST IL 60305 PC GENERAL OPERATING SUPPORT 35000 MARWEN 833 N ORLEANS ST CHICAGO IL 60610 PC GENERAL OPERATING SUPPORT 35000 MERIT SCHOOL OF MUSIC 38 S PEORIA ST CHICAGO IL 60607 PC GENERAL OPERATING SUPPORT 7500 MIDWEST ACCESS COALITION PO BOX 408363 CHICAGO IL 60640 PC GENERAL OPERATING SUPPORT 50000 MIDWEST ACCESS PROJECT PO BOX 13173 CHICAGO IL 60613 PC GENERAL OPERATING SUPPORT 50000 MIKVA CHALLENGE GRANT FOUNDATION INC 200 S MICHIGAN AVE CHICAGO IL 60604 PC GENERAL OPERATING SUPPORT 35000 NEW MOMS 5317 W CHICAGO AVE CHICAGO IL 60651 PC GENERAL OPERATING SUPPORT 40000 NEW TEACHER CENTER 725 FRONT ST SANTA CRUZ CA 95060 PC CHICAGO AND OAK PARK PROGRAMMING 50000 PLANNED PARENTHOOD OF ILLINOIS 18 S MICHIGAN AVE CHICAGO IL 60603 PC GENERAL OPERATING SUPPORT 40000 PLANNED PARENTHOOD OF ILLINOIS 18 S MICHIGAN AVE CHICAGO IL 60603 PC INSTALLMENT 3 OF 5 200000 PORCHLIGHT MUSIC THEATRE 4200 W DIVERSEY CHICAGO IL 60639 PC GENERAL OPERATIONS 50000 PORCHLIGHT MUSIC THEATRE 4200 W DIVERSEY CHICAGO IL 60639 PC GENERAL OPERATING SUPPORT 25000 REMY BUMPPO 3759 N RAVENSWOOD CHICAGO IL 60613 PC GENERAL OPERATIONS 50000 REMY BUMPPO 3759 N RAVENSWOOD CHICAGO IL 60613 PC GENERAL OPERATING SUPPORT 25000 SHATTERED GLOBE THEATRE 770 N HALSTED ST CHICAGO IL 60642 PC GENERAL OPERATIONS 50000 SHATTERED GLOBE 770 N HALSTED ST CHICAGO IL 60642 PC GENERAL OPERATING SUPPORT 25000 START EARLY 33 W MONROE CHICAGO IL 60603 PC GENERAL OPERATING SUPPORT 50000 THE CLIMATE CENTER 1275 4TH ST 191 SANTA ROSA CA 95404 PC GENERAL OPERATING SUPPORT 10000 THE LEARNING CENTER (HOUSE OF CONNECTIONS) 2153 S MILLARD CHICAGO IL 60623 PC GENERAL OPERATING SUPPORT 10000 THE READER INSTITUTE FOR COMMUNITY JOURNALISM 2930 S MICHIGAN AVE CHICAGO IL 60616 PC ARTS & CULTURE COVERAGE 25000 THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 2929 WALNUT ST PHILADELPHIA PA 19104 PC ALAN R. BRAXTON MEMORIAL FELLOWSHIP 5000 THEATRE ASPEN 110 E HALLAM ST ASPEN CO 81611 PC SEASON SPONSORSHIP 60000 THRESHOLDS 4101 N RAVENSWOOD AVE CHICAGO IL 60613 PC THE VETERANS PROJECT 50000 THRIVE COUNSELING CENTER 120 S MARION ST OAK PARK IL 60302 PC GENERAL OPERATING SUPPORT 35000 TIMELINE THEATRE 615 W WELLINGTON CHICAGO IL 60657 PC GENERAL OPERATIONS 30000 UNIVERSITY OF ST THOMAS 2115 SUMMIT AVE ST PAUL MN 551051096 PC JAMES GRUSECKI CLASS OF 1966 ENDOWED SCHOLARSHIP FUND 10000 WBEZCHICAGO PUBLIC MEDIA 848 E GRAND AVE CHICAGO IL 60611 PC GENERAL OPERATING SUPPORT 50000 WTTWWFMT 5400 N ST LOUIS CHICAGO IL 60625 PC GENERAL OPERATING SUPPORT 50000 1750000 0 14 112525 14 780042 18 899751 0 1792318 0 1792318 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES P GRUSECKI 840 N LAKE SHORE DRIVE CHICAGO IL 606112490 125000 X ACCOUNTING AND LEGAL 12866 0 0 PERSHING EQUITIES 3900812 3900812 4981789 4981789 0 0 PERSHING OTHER INVESTMENTS FMV 4024185 4024185 PERSHING MUTUAL FUNDS FMV 19631506 19631506 CHANGE IN UNREALIZED GAIN/LOSS 1519047 CONSULTING 102782 0 102782 INVESTMENT MANAGEMENT FEES 76417 76417 0 EXCISE TAXES 38794 0 0 FOREIGN TAXES 17030 17030 0