W CLEMENT & JESSIE V STONE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- W CLEMENT & JESSIE V STONE FOUNDATION (EIN 36-2498125)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349102406
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2020-11-12T14:01:14-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,642,669 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,442,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,288,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $671,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,552,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,968,355 | 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 | $7,449 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $775,787 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,122,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,032,913 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $214,106 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $214,106 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $304,275 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $301,304 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $189,687 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $190,851 | 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 | $106,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,413 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,852 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $237,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $234,590 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $372,846 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67,200 | 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 | $39,238 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $39,238 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $108,656 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $105,280 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $789,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,613,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,119,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $917,776 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,193,543 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,025,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,807,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,119,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,943,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,684,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,913,378 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $829,951 | CashBOYAmt |
| Cash EOY | $568,717 | CashEOYAmt |
| Cash EOYFMV | $568,717 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,038,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,998,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,998,398 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $191,811 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | 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 | $85,838 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $72,714 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $72,714 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $53,303,970 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,050,355 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,050,355 | 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 | $49,432,070 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,952,485 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,952,485 | 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 | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $104,881,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,642,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,642,669 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $76,933 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $144,760 | 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 | $389,846 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $692,031 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $466,779 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $836,791 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $104,414,924 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $114,805,878 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,414,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,805,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,881,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,642,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,414,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,684,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,075,814 | OtherIncreasesAmt |
| Subtotal | $114,805,878 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,805,878 | 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 | $16,632,656 | $15,320,263 | $1,312,393 | $0 | $1,312,393 |
| Capital Gain from Schedules K-1 | P | $1,655,962 | $1,655,962 | $0 | $1,655,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,968,355 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,840,539 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $109,403,104 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053385 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,816,586 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $116,346,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049994 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,691,307 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $105,146,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054128 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,771,112 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $113,325,186 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050925 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,252,194 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,711,171 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043153 | DistributionYr5Rt |
| Total Distribution | 0.251585 | TotalDistributionRt |
| Average Distribution | 0.050317 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $114,617,875 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,767,228 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $49,134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,816,362 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,943,076 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $49,134 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $49,134 | SubtotalAmt |
| Tax Based On Investment Income | $49,134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150,226 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $150,226 | TotalPaymentsAndCreditsAmt |
| Overpayment | $101,092 | OverpaymentAmt |
| Applied To ES Tax | $101,092 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|
| SARA SLAUGHTER | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | EXECUTIVE DIRECTOR | 40.000 | $214,106 | $63,494 | $0 | |
| BARBARA WEST STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | BOARD MEMBER | 1.000 | $0 | $0 | $0 | |
| CHAD TINGLEY | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | BOARD MEMBER | 1.000 | $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 | BOARD MEMBER | 1.000 | $0 | $0 | $0 | |
| MICHAEL A STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | VICE PRESIDENT & SECRETARY | 2.000 | $0 | $0 | $0 | |
| NORMAN C STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | CHAIRMAN | 1.000 | $0 | $0 | $0 | |
| SANDRA STONE | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | PRESIDENT | 6.000 | $0 | $0 | $0 | |
| STEVEN M STONE JD | |||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | VICE PRESIDENT & TREASURER | 6.000 | $0 | $0 | $0 | |
| Amy Stone | |||||||||
| 70 E Lake Street | Chicago | IL | 60601 | Board Member | 1.000 | $0 | $0 | $0 | Suite 1020 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRANDON THORNE | ||||||||
| 70 E Lake Street | Chicago | IL | 60601 | SR. PROGRAM OFFICER | 40.000 | $98,197 | $19,853 | $0 |
| BRIAN DIXON | ||||||||
| 70 E LAKE STREET SUITE 1020 | CHICAGO | IL | 60601 | Grant Man/Prgrm Off. | 40.000 | $82,918 | $21,228 | $0 |
| PAMELA CALVERT | ||||||||
| 70 E Lake Street | Chicago | IL | 60601 | DIR. OF FINANCE/OPS. | 40.000 | $120,189 | $28,056 | $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 | $159,970 | |
| Crowe LLP | ||||||
| 225 West Wacker Drive | Chicago | IL | 606061224 | Audit and Tax Services | $89,813 | 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 | $52,051,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,627,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $62,684,392 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,363,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $116,363,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,745,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,617,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,730,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,730,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,134 | TotalTaxAmt |
| Distributable Before Adj | $5,681,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,681,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,681,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,943,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,943,076 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $49,134 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,893,942 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,681,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $748,591 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | 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 | $5,943,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $748,591 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,194,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $487,275 | 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 (120 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 | General Operating Support | $10,000 | |
| Acton Boxborough United Way | ||||||||
| PO Box 2258 537 Massachusetts Avenu | Action | MA | 01720 | N/A | PC | General Operating Support | $3,000 | e |
| Advance Illinois | ||||||||
| 303 E Wacker Drive Suite 1925 | Chicago | IL | 60601 | N/A | PC | to "Help Shape the State of Illinois' Work in Early Childhood" | $20,000 | |
| Advance Illinois | ||||||||
| 303 E Wacker Drive Suite 1925 | Chicago | IL | 60601 | N/A | PC | General Operating Support | $65,000 | |
| Advocate Charitable Foundation | ||||||||
| 3075 Highland Parkway Suite 600 | Downers Grove | IL | 60515 | N/A | PC | to President's Fund at Advocate Illinois Masonic Medical Center | $2,000 | |
| Advocate Charitable Foundation | ||||||||
| 3075 Highland Parkway Suite 600 | Downers Grove | IL | 60515 | N/A | PC | to Illinois Masonic Medical Center President's Fund | $2,000 | |
| Advocate Charitable Foundation | ||||||||
| 3075 Highland Parkway Suite 600 | Downers Grove | IL | 60515 | N/A | PC | to Building Toward Healthy Equity | $60,000 | |
| Ann and Robert H Lurie Childrens Hospital of Chicago Foundation | ||||||||
| 208 S LaSalle Street Suite 1490 | Chicago | IL | 60604 | N/A | PC | to Mental Health Consultation Initiative | $50,000 | |
| Aurora University | ||||||||
| 347 South Gladstone Avenue | Aurora | IL | 60506 | N/A | PC | to George Williams College | $1,000 | |
| Bank Street College of Education | ||||||||
| 610 W 112th Street | New York | NY | 10025 | N/A | PC | to TESOL Residency Program | $50,000 | |
| Bend The Arc | ||||||||
| 330 7th Ave 19th Floor | New York | NY | 10001 | N/A | PC | to Survey Analysis of YD Leaders' Needs | $35,000 | |
| Bend The Arc | ||||||||
| 330 7th Ave 19th Floor | New York | NY | 10001 | N/A | PC | General Operating Support | $50,000 | |
| Board Of Trustees Of Illinois State University | ||||||||
| Campus Box 3040 | Normal | IL | 61790 | N/A | PC | to Equity and SEL Principal Preparation and Development Project | $60,000 | |
| Stanford Graduate School of Education | ||||||||
| 520 Galvez Mall | Stanford | CA | 94305 | N/A | PC | General Operating Support for San Francisco Teacher Residency | $50,000 | |
| Boston Education Development Fund | ||||||||
| 7 Palmer Street | Boston | MA | 02119 | N/A | PC | to Early Childhood Education Career Pathways | $55,000 | |
| BPE | ||||||||
| 27-43 Wormwood Street Suite 110 | Boston | MA | 02210 | N/A | PC | General Operating Support | $120,000 | |
| California Youth Connection | ||||||||
| 1311 63rd Street Suite A | Emeryville | CA | 94608 | N/A | PC | General Operating Support | $60,000 | |
| Californians for Justice Education Fund | ||||||||
| 1961 Las Plumas Avenue | San Jose | CA | 95133 | N/A | PC | General Operating Support | $50,000 | |
| Center for Collaborative Education | ||||||||
| 33 Harrison Avenue 6th Floor | Boston | MA | 02111 | N/A | PC | to Advocacy Campaign to Support Student-Centered Learning and Assessments in Massachusetts | $70,000 | |
| Chicago Adventure Therapy | ||||||||
| PO Box 13062 | Chicago | IL | 60613 | N/A | PC | General Operating Support | $2,500 | |
| Chicago Freedom School | ||||||||
| 719 South State Street 4th Floor | Chicago | IL | 60605 | N/A | PC | to Trauma and Healing Informed Restorative Discipline Tools | $40,000 | |
| Chicago Public Education Fund | ||||||||
| 200 West Adams Suite 2150 | Chicago | IL | 60606 | N/A | PC | General Operating Support | $35,000 | |
| Child Care Services Association | ||||||||
| PO Box 901 | Chapel Hill | NC | 27514 | N/A | PC | to TEACH Early Childhood National Center | $50,000 | |
| Children Now | ||||||||
| 1404 Franklin Street Suite 700 | Oakland | CA | 94612 | N/A | PC | to Early Education Advocacy | $70,000 | |
| Citizen Schools | ||||||||
| 1 Beacon Street 2nd Floor | Boston | MA | 02108 | N/A | PC | to 2019-2020 Citizen Schools Teaching Fellows Scholarship Program | $40,000 | |
| Coleman Advocates for Children & Youth | ||||||||
| 459 Vienna Street | San Francisco | CA | 94112 | N/A | PC | General Operating Support | $115,000 | |
| Communities United | ||||||||
| 4749 N Kedzie Ave | Chicago | IL | 60625 | N/A | PC | to Advancing SB100 Implementation | $20,000 | |
| Communities United | ||||||||
| 4749 N Kedzie Ave | Chicago | IL | 60625 | N/A | PC | General Operating Support | $105,000 | |
| CORO NEW YORK LEADERSHIP CENTER | ||||||||
| 42 Broadway Suite 2001 | New York | NY | 10004 | N/A | PC | to Youth Leadership Development Programs | $50,000 | |
| Council for a Strong America | ||||||||
| 1212 New York Ave NW Suite 300 | Washington | DC | 20005 | N/A | PC | to Fight Crime: Invest in Kids and ReadyNation | $70,000 | |
| Council of Chief State School Officers | ||||||||
| 1 Massachusetts Ave NW Suite 700 | Washington | DC | 20001 | N/A | PC | to Advancing State and District Efforts to Diversify the Educator Workforce | $45,000 | |
| Council on International Educational Exchange | ||||||||
| 300 Fore St | Portland | ME | 04101 | N/A | PC | to Scholarships for Female Students | $3,000 | |
| DRUM Desis Rising Up and Moving Inc | ||||||||
| 72-18 Roosevelt Avenue | Jackson Heights | NY | 11372 | N/A | PC | General Operating Support | $50,000 | |
| Dublin School | ||||||||
| 18 Lehmann Way | Dublin | NH | 03444 | N/A | PC | General Operating Support | $1,000 | |
| Education Law Center | ||||||||
| 1800 JFK Boulevard Suite 1900A | Philadelphia | PA | 19103 | N/A | PC | to General Operating to Support ELC's Youth Engagement, Trainings, and Technical Assistance in | $40,000 | |
| EMBARC Inc | ||||||||
| PO Box 221450 | Chicago | IL | 60622 | N/A | PC | General Operating Support | $10,000 | |
| Erikson Institute | ||||||||
| 451 N LaSalle Street | Chicago | IL | 60654 | N/A | PC | to Illinois Risk and Reach Project | $30,000 | |
| Erikson Institute | ||||||||
| 451 N LaSalle Street | Chicago | IL | 60654 | N/A | PC | to Early Teaching and Learning Academy | $180,000 | |
| Evoke Family Foundation | ||||||||
| 1812 W Sunset Blvd 1-209 | St George | UT | 84770 | N/A | PC | General Operating Support for Evoke Therapy Program | $2,500 | |
| Forefront | ||||||||
| 208 South LaSalle Street Suite 1540 | Chicago | IL | 60604 | N/A | PC | General Operating Support | $7,150 | |
| Foster Youth in Action | ||||||||
| 2140 Shattuck Avenue Suite 504 | Berkeley | CA | 94704 | N/A | PC | to Strengthening Our Movement | $20,000 | |
| Foster Youth in Action | ||||||||
| 2140 Shattuck Avenue Suite 504 | Berkeley | CA | 94704 | N/A | PC | General Operating Support | $30,000 | |
| Friends of Brentano School | ||||||||
| 2723 N Fairfield Ave | Chicago | IL | 60647 | N/A | PC | General Operating Support | $1,000 | |
| Friends of Roosevelt High School | ||||||||
| 3403 W Lawrence Suite 201 | Chicago | IL | 60625 | N/A | PC | General Operating Support | $1,000 | |
| Fund for the City of New York | ||||||||
| 520 Eighth Avenue 18th Floor | New York | NY | 10018 | N/A | PC | to Youth Justice Board 2019-2020 | $50,000 | |
| Global Action Project | ||||||||
| 130 W 25th Street 2C | New York | NY | 10001 | N/A | PC | General Operating Support | $60,000 | |
| Grantmakers for Education | ||||||||
| 861 SW 6th Avenue Suite 350 | Portland | OR | 97204 | N/A | PC | General Operating Support | $1,750 | |
| HealthConnect One | ||||||||
| 227 W Monroe Street Suite 2100 | Chicago | IL | 60606 | N/A | PC | to Advocacy for Birth Equity | $50,000 | |
| Hobart and William Smith Colleges | ||||||||
| 337 Pulteney St | Geneva | NY | 14456 | N/A | PC | to Semester Abroad Support | $2,500 | |
| Hurricane Island Outward Bound School | ||||||||
| PO BOX 800 | Camden | ME | 04843 | N/A | PC | to Casco Bay High School Leadership Award Fund | $2,000 | |
| Illinois Action for Children | ||||||||
| 4753 N Broadway Street Suite 1200 | Chicago | IL | 60640 | N/A | PC | General Operating Support | $50,000 | |
| Internationals Network for Public Schools | ||||||||
| 50 Broadway Suite 1601 | New York | NY | 10004 | N/A | PC | General Operating Support | $100,000 | |
| Invisible Institute | ||||||||
| 6100 S Blackstone Ave | Chicago | IL | 60637 | N/A | PC | General Operating Support | $5,000 | |
| Joyful Heart Foundation | ||||||||
| 32 West 22nd Street 4th Floor | New York | NY | 10010 | N/A | PC | to End the Backlog | $10,000 | |
| Jumpstart for Young Children | ||||||||
| 308 Congress Street 6th Floor | Boston | MA | 02210 | N/A | PC | to Building a High-Quality Early Educator Pipeline | $60,000 | |
| Juvenile Law Center | ||||||||
| 1800 JFK Boulevard Suite 1900B | Philadelphia | PA | 19103 | N/A | PC | to Youth Engagement & Key Components for Developing Youth-Led Advocacy | $65,000 | |
| KQED Inc | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | N/A | PC | General Operating Support | $4,000 | |
| Latino Policy Forum | ||||||||
| 180 N Michigan Avenue Suite 1250 | Chicago | IL | 60601 | N/A | PC | Restricted to Effective Strategies to Better Serve English Learners | $20,000 | |
| Latino Policy Forum | ||||||||
| 180 N Michigan Avenue Suite 1250 | Chicago | IL | 60601 | N/A | PC | General Operating Support | $50,000 | |
| Lymphoma Research Foundation | ||||||||
| 88 Pine Street Suite 2400 | New York | NY | 10005 | N/A | PC | General Operating Support | $12,000 | |
| Make the Road New York | ||||||||
| 301 Grove Street | Brooklyn | NY | 11237 | N/A | PC | General Operating Support | $50,000 | |
| Mikva Challenge Grant Foundation Inc | ||||||||
| 200 S Michigan Ave Suite 1000 | Chicago | IL | 60604 | N/A | PC | to Mikva Challenge Citywide Youth Council Program | $50,000 | |
| Mission Investors Exchange | ||||||||
| 107 Spring Street | Seattle | WA | 98104 | N/A | PC | General Operating Support | $2,000 | |
| National Public Education Support Fund | ||||||||
| 1900 L Street NW Suite 520 | Washington | DC | 20036 | N/A | PC | General Operating Support | $10,000 | |
| National Association for the Education of Young Children | ||||||||
| 1313 L Street NW Suite 500 | Washington | DC | 20005 | N/A | PC | to Higher Education Access and Success for Early Childhood Educators | $50,000 | |
| National Center for Family Philanthropy | ||||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | N/A | PC | General Operating Support | $2,400 | |
| National Center for Teacher Residencies | ||||||||
| 1332 North Halsted St Suite 304 | Chicago | IL | 60642 | N/A | PC | General Operating Support | $90,000 | |
| National Economic and Social Rights Initiative | ||||||||
| 90 John Street Suite 501 | New York | NY | 10038 | N/A | PC | to Dignity in Schools Campaign | $50,000 | |
| National Equity Project | ||||||||
| 1720 Broadway 4th Floor | Oakland | CA | 94612 | N/A | PC | General Operating Support | $75,000 | |
| National Equity Project | ||||||||
| 1720 Broadway 4th Floor | Oakland | CA | 94612 | N/A | PC | to Black Teacher Project | $30,000 | |
| National Multiple Sclerosis Society Greater New England Chapter | ||||||||
| 101A First Avenue Suite 6 | Waltham | MA | 02451 | N/A | PC | to Research and Advocacy | $2,500 | |
| New America Foundation | ||||||||
| 740 15th Street NW Suite 900 | Washington | DC | 20005 | N/A | PC | Restricted to Improving Special Education Policy | $20,000 | |
| 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 | $85,000 | |
| New Visions for Public Schools | ||||||||
| 205 East 42nd Street 4th Floor | New York | NY | 10017 | N/A | PC | to Urban Teacher Residency Queens College Program | $70,000 | |
| NYC Leadership Academy | ||||||||
| 45-18 Court Square 2nd Floor | Long Island City | NY | 11101 | N/A | PC | General Operating Support | $50,000 | |
| Oakland Kids First | ||||||||
| 2744 E 11th St Unit H08 | Oakland | CA | 94601 | N/A | PC | General Operating Support | $75,000 | |
| Olympia Snowe Womens Leadership Institute | ||||||||
| One Canal Plaza Suite 501 | Portland | ME | 04101 | N/A | PC | General Operating Support | $2,500 | |
| Oregon Shakespeare Festival Association | ||||||||
| PO Box 158 15 South Pioneer Street | Ashland | OR | 97520 | N/A | PC | General Operating Support | $6,000 | |
| Ounce of Prevention Fund | ||||||||
| 33 West Monroe Suite 1200 | Chicago | IL | 60603 | N/A | PC | to General Policy Support and Education Chicago Follow-Up Study Awareness Building Tools | $115,000 | |
| Ounce of Prevention Fund | ||||||||
| 33 West Monroe Suite 1200 | Chicago | IL | 60603 | N/A | PC | to Advance and Expanding the Early Childhood Education Workforce in Illinois-Phase II | $50,000 | |
| Pan Mass Challenge | ||||||||
| 77 4th Ave | Needham | MA | 02494 | N/A | PC | to the Jimmy Fund for Team Crank Pan Mass Challenge | $2,500 | |
| ParentChild Plus | ||||||||
| 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 | $140,000 | |
| Partnership for Americas Children | ||||||||
| 1101 14th Street NW Suite 600 | Washington | DC | 20005 | N/A | PC | to Count All Kids in the 2020 Census | $80,000 | |
| Pennsylvania Partnerships for Children | ||||||||
| 200 North Third Street 13th Floor | Harrisburg | PA | 17101 | N/A | PC | General Operating Support | $70,000 | |
| Philadelphia Student Union | ||||||||
| 501 S 52nd St Commercial Unit 1 | Philadelphia | PA | 19143 | N/A | PC | General Operating Support | $60,000 | |
| Pristine Mind Foundation | ||||||||
| 61 Via Belardo | Greenbrae | CA | 94904 | N/A | PC | to Shrine or Meditation Room | $10,000 | |
| Project Fierce Chicago Inc | ||||||||
| 333 W North Avenue PO BOX 259 | Chicago | IL | 60610 | N/A | PC | General Operating Support | $2,500 | |
| Rainforest Foundation US | ||||||||
| 1000 Dean Street Suite 430 | Brooklyn | NY | 11238 | N/A | PC | General Operating Support | $10,000 | |
| Regents of the University of California | ||||||||
| 11000 Kinross Avenue Suite 102 | Los Angeles | CA | 90095 | N/A | PC | to Stone Scholars Scholarships Program | $40,000 | |
| Rennie Center for Education Research & Policy | ||||||||
| 114 State Street 3rd Floor | Boston | MA | 02109 | N/A | PC | to Advancing Social-Emotional Learning in Boston | $50,000 | |
| Research Foundation of the City University of New York | ||||||||
| 16 Court Street 31st Floor | Brooklyn | NY | 11241 | N/A | PC | General Operating Support | $50,000 | |
| Respite Sailing for Cancer | ||||||||
| 240 Battery St | Burlington | VT | 05401 | N/A | PC | General Operating Support | $2,000 | |
| Ryan Licht Sang Bipolar Foundation | ||||||||
| 875 N Michigan Avenue Suite 3100 | Chicago | IL | 60611 | N/A | PC | General Operating Support | $6,000 | |
| RYSE Center | ||||||||
| 205 41st Street | Richmond | CA | 94805 | N/A | PC | General Operating Support | $50,000 | |
| Spiritual Alliance Inc | ||||||||
| PO Box 918 | Bryn Athyn | PA | 19009 | N/A | PC | General Operating Support | $10,000 | |
| Strategies for Children | ||||||||
| 400 Atlantic Avenue | Boston | MA | 02110 | N/A | PC | to Early Education for All Campaign | $100,000 | |
| Teach Plus Incorporated Boston Massachusetts | ||||||||
| One Beacon Street 15th Floor Suite | Boston | MA | 02108 | N/A | PC | General Operating Support | $70,000 | 1500 |
| The Education Trust | ||||||||
| 1250 H St NW Suite 700 | Washington | DC | 20005 | N/A | PC | to Getting Implementation Right: Supporting Stakeholder Engagement in MA Districts | $20,000 | |
| The Education Trust | ||||||||
| 1250 H St NW Suite 700 | Washington | DC | 20005 | N/A | PC | to Addressing Inequities in Massachusetts' School System | $70,000 | |
| The New York Immigration Coalition | ||||||||
| 131 W 33rd Street Suite 610 | New York | NY | 10001 | N/A | PC | General Operating Support | $10,000 | |
| University of California Berkeley | ||||||||
| 1608 Fourth Street Suite 220 | Berkeley | CA | 94720 | N/A | PC | General Operating Support for Center for Study of Child Care Employment | $100,000 | |
| Third Sector New England | ||||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | N/A | PC | General Operating Support | $50,000 | |
| Third Sector New England | ||||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | N/A | PC | General Operating Support | $10,000 | |
| TSNE MissionWorks | ||||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | N/A | PC | to North Star Vision | $10,000 | |
| US Soccer | ||||||||
| 1801 S Prairie Ave | Chicago | IL | 60616 | N/A | PC | to US Soccer Development Fund | $3,500 | |
| Temple University University Community Collaborative | ||||||||
| 1115 Pollett Way Gladfelter Hall Ro | Philadelphia | PA | 19122 | N/A | PC | to Youth Leadership Development | $40,000 | om 428 |
| University of Chicago | ||||||||
| 1313 E 60th Street | Chicago | IL | 60637 | N/A | PC | to Urban Teacher Education Program | $60,000 | |
| University of Illinois at Chicago | ||||||||
| 1040 West Harrison Street | Chicago | IL | 60607 | N/A | PC | to Coaching & Data Systems Support | $75,000 | |
| University of Illinois at Chicago | ||||||||
| 1040 West Harrison Street | Chicago | IL | 60607 | N/A | PC | to Developing a SEL Infused Education Leadership Curriculum | $40,000 | |
| University of Illinois at Chicago | ||||||||
| 1040 West Harrison Street | Chicago | IL | 60607 | N/A | PC | to Embedding SEL in Principal Prep | $20,000 | |
| University of Illinois at Chicago | ||||||||
| 1040 West Harrison Street | Chicago | IL | 60607 | N/A | PC | to Stone Fellowships in Early Childhood Education Leadership | $40,000 | |
| Youth Communication | ||||||||
| 242 W 38th St 6th Floor | New York | NY | 10018 | N/A | PC | to NYCACS Youth Voices Project | $50,000 | |
| Youth Leadership Institute | ||||||||
| 209 Ninth St Suite 200 | San Francisco | CA | 94103 | N/A | PC | to Calafia Fellowship | $40,000 | |
| Youth Radio | ||||||||
| 1701 Broadway Avenue | Oakland | CA | 94612 | N/A | PC | General Operating Support | $70,000 | |
| Youth United for Change | ||||||||
| 1910 North Front Street | Philadelphia | PA | 19122 | N/A | PC | to Publication Support and Dissemination | $20,000 | |
| Youth United for Change | ||||||||
| 1910 North Front Street | Philadelphia | PA | 19122 | N/A | PC | General Operating Support | $60,000 | |
| YouthBuild USA | ||||||||
| 58 Day Street | Somerville | MA | 02144 | N/A | PC | General Operating Support & ListeningWorks Convening | $75,000 | |
| The Chicago Community Trust | ||||||||
| 225 Michigan Avenue | Chicago | IL | 60601 | N/A | PC | to City of Chicago Office of Equity and Racial Justice | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,025,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foster Youth in Action | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 Shattuck Ave Suite 504 | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General Operating Support | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,442,858 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $671,902 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,449 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,122,209 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,122,209 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING AND AUDIT FEES | $61,525 | $6,153 | $35,852 |
| TAX PREPARATION | $44,520 | $22,260 |
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 | $19,552,806 | $18,511,224 | $1,041,582 |
| Capital Gain From Schedules K-1 | P | $0 | $369,680 | -$369,680 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Mutual Funds | $31,854,208 | $31,854,208 |
| Domestic Equities | $0 | $0 |
| Fixed Income Funds | $17,464,241 | $17,464,241 |
| Global Equity Funds | $7,731,906 | $7,731,906 |
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 | $54,952,485 | BookValueAmt |
| EOYFMV | $54,952,485 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Information Technology | $27,349 | $28,784 | |
| OFFICE SUPPLIES AND POSTAGE | $2,916 | ||
| PAYROLL SERVICES | $2,973 | ||
| FILING FEES | $390 | ||
| OTHER EXPENSES FROM K-1 | $0 | $789,332 | |
| INSURANCE | $2,361 | $2,361 | |
| BANK SERVICE CHARGES | $313 | ||
| MEMBERSHIP/ASSOCIATIONS | $4,700 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTIES | $7,449 | $7,449 |
| PARTNERSHIP INCOME FROM K-1 | $0 | $768,338 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain | Desc |
| Amt | $15,075,814 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Excise Taxes | Desc |
| BOY Book Value | $389,846 | BOYBookValueAmt |
| EOY Book Value | $692,031 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $223,670 | $223,670 |
| Consultants - General | $14,001 | $10,920 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes | $372,846 | |
| Foreign Taxes | $67,200 |