BAYER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BAYER FAMILY FOUNDATION (EIN 06-1789656)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349104748
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:53:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061789656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAYER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYE | BusinessNameControlTxt |
| Phone | 7087935904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7852 S SAYRE AVE | AddressLine1Txt |
| City | BRIDGEVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW B BAYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7087935904 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A HAUMANN | PreparerPersonNm |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,205,288 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,620,883 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48,388 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,388 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $314,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $314,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,967,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,965,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,967,611 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,183 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,183 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,961,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,341,066 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,852 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,852 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,523 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $130,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,347,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,347,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,478,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,347,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,483,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,222,691 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $364,601 | CashBOYAmt |
| Cash EOY | $847,695 | CashEOYAmt |
| Cash EOYFMV | $847,695 | CashEOYFMVAmt |
| Corporate Stock BOY | $14,045,643 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,876,741 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,034,053 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $139,097 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $309,511 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $303,868 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $20,907 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,672 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,672 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,570,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,053,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,205,288 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,570,248 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,053,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,570,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,053,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,570,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,053,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,570,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,483,371 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,053,619 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,053,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS - HARDING | P | $220,785 | $199,064 | $21,721 | $21,721 |
| GOLDMAN SACHS - GOV | P | $230,730 | $223,775 | $6,955 | $6,955 |
| GOLDMAN SACHS - US PCP | P | $1,999,855 | $1,727,081 | $272,774 | $272,774 |
| GOLDMAN SACHS - ADVISORY | P | $760,492 | $614,665 | $145,827 | $145,827 |
| CHARLES SCHWAB | P | $624,401 | $612,911 | $11,490 | $11,490 |
| GOLDMAN SACHS - CHECKING | P | $5,052,886 | $1,620,883 | $3,432,003 | $3,432,003 |
| CAPITAL GAINS DIVIDENDS | P | $76,841 | $76,841 | $76,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,967,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,963 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $74,963 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,268 | OverpaymentAmt |
| Applied To ES Tax | $16,268 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATTHEW B BAYER | IndividualWithBooksNm |
| Phone | 7087935904 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7852 S SAYRE AVE | AddressLine1Txt |
| City | BRIDGEVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW BAYER | ||||||||
| 7852 S SAYRE AVE | BRIDGEVIEW | IL | 60455 | PRES/SEC/TREAS/DIR | 0.25 | $0 | $0 | $0 |
| WALTER BAYER | ||||||||
| 7852 S SAYRE AVE | BRIDGEVIEW | IL | 60455 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| PRISCILLA BAYER | ||||||||
| 7852 S SAYRE AVE | BRIDGEVIEW | IL | 60455 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| IRENE JOYCE YAUNG | ||||||||
| 7852 S SAYRE AVE | BRIDGEVIEW | IL | 60455 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 S WACKER DR SUITE 1200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $79,436 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,236,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $549,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $363,677 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,150,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,150,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $302,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,848,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $992,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $992,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,695 | TotalTaxAmt |
| Distributable Before Adj | $933,718 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $933,718 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $933,718 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,347,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,347,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $933,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $146,726 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $492,512 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,024 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $790,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,347,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $933,718 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $413,932 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,204,194 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,204,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $146,726 | ExcessFromYear3Amt |
| Excess From Year2 | $492,512 | ExcessFromYear2Amt |
| Excess From Year1 | $151,024 | ExcessFromYear1Amt |
| Excess From Current Year | $413,932 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTHEW BAYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ISRAEL NAVY SEALS | ||||||||
| PO BOX 20080 | NEW YORK | NY | 10001 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $10,000 | |
| ANTI-CRUELTY SOCIETY | ||||||||
| 510 N LASALLE | CHICAGO | IL | 60654 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $50,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 120 S LASALLE SUITE 1150 | CHICAGO | IL | 60603 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $25,000 | |
| BOCA RATON REGIONAL HOSPITAL | ||||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| CAMP AIRY & CAMP LOUISE FOUNDATION | ||||||||
| 5750 PARK HEIGHTS AVE 306 | BALTIMORE | MD | 21215 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| CAMP OUT FOR KIDS | ||||||||
| 1643 N MILWAUKEE AVE 5TH FLOOR | CHICAGO | IL | 60647 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| CHICAGO PUBLIC MEDIA | ||||||||
| 848 E GRAND AVE | CHICAGO | IL | 60611 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $50,000 | |
| CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | ||||||||
| 225 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $250,000 | |
| COMMIT 2 CHANGE | ||||||||
| 500 W 23RD STREET 3D | NEW YORK | NY | 10011 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $15,000 | |
| CROHN'S AND COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE STE 510 | NEW YORK | NY | 10017 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| EPILEPSY FOUNDATION OF GREATER CHICAGO | ||||||||
| 17 N STATE ST 650 | CHICAGO | IL | 60602 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| FRANCIS W PARKER SCHOOL | ||||||||
| 330 W WEBSTER AVENUE | CHICAGO | IL | 60614 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $400,000 | |
| GIFTS FOR THE HOMELESS | ||||||||
| 1220 L STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| HART & TAYTRAIN FOUNDATION INC | ||||||||
| 8130 CRIMSON CIR | CLAY | NY | 13041 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $10,000 | |
| HELLO BABY | ||||||||
| 600 E 61ST STREET | CHICAGO | IL | 60637 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | ||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $25,000 | |
| IMERMAN ANGELS | ||||||||
| 205 W RANDOLPH STREET 19TH FLOOR | CHICAGO | IL | 60606 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| LURIE CHILDREN'S FOUNDATION | ||||||||
| 225 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $25,000 | |
| MARCH OF DIMES | ||||||||
| 2301 CENTRE PARK WEST DRIVE SUITE | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | 125 |
| METRO CHICAGO HILLEL | ||||||||
| 924 S MORGAN STREET | CHICAGO | IL | 60607 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $30,000 | |
| MOTHERS AGAINST SENSELESS KILLINGS | ||||||||
| 7500 STEWART AVE | CHICAGO | IL | 60636 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $2,500 | |
| MUSEUM OF CONTEMPORY ART | ||||||||
| 200 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $127,500 | |
| NAMI FOUNDATION | ||||||||
| PO BOX 5443 | PLYMOUTH | MI | 48170 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $2,000 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $10,000 | |
| NICARAGUA RESOURCE NETWORK | ||||||||
| 16162 CAREY RD | WESTFIELD | IN | 46074 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $900 | |
| NILES ATHLETIC BOOSTERS CLUB | ||||||||
| 1441 EAGLE STREET | NILES | MI | 49120 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $2,000 | |
| OAKLAND UNIVERSITY | ||||||||
| 2200 N SQUIRREL ROAD | ROCHESTER | MI | 48309 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $10,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| SPANISH RIVER CONCERTS | ||||||||
| PO BOX 831 | WESTFORD | MA | 01886 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| SPRING CREEK HORSES HELP FOUNDATION | ||||||||
| 16771 PARADEE ROAD | THREE OAKS | MI | 49128 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $2,500 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| SUMMER CAMP OPPORTUNITIES PROMOTE EDUCATION | ||||||||
| 275 MADISON AVENUE SUITE 2110 | NEW YORK | NY | 10016 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $2,250 | |
| SUSAN G KOMEN 3 DAY | ||||||||
| 55 EAST JACKSON BLVD SUITE 1010 | CHICAGO | IL | 60604 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $20,000 | |
| TEACHING TOLERANCE | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $15,000 | |
| THE CLAYCO FOUNDATION | ||||||||
| 35 E WACKER DR SUITE 1300 | CHICAGO | IL | 60601 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $6,000 | |
| TROY HIGH SCHOOL | ||||||||
| 4777 NORTHFIELD PKWY | TROY | MI | 48098 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $30,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $162,000 | |
| WICK THEATRE & COSTUME MUSEUM | ||||||||
| 7901 NORTH FEDERAL HIGHWAY | BOCA RATON | FL | 33487 | NONE | PC | GENERAL UNRESTRICTED CHARITABLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,347,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,388 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $314,884 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,183 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,967,611 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,341,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,341,066 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MATTHEW B BAYER | ||||||
| 1 | 7852 S SAYRE AVE | BRIDGEVIEW | IL | 60455 | $1,612,479 | Yes (X) |
| MATTHEW B BAYER | ||||||
| 2 | 7852 S SAYRE AVE | BRIDGEVIEW | IL | 60455 | $3,387 | Yes (X) |
| MATTHEW B BAYER | ||||||
| 3 | 7852 S SAYRE AVE | BRIDGEVIEW | IL | 60455 | $5,017 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS STOCKS (DETAILS AVAILABLE UPON REQUEST) | $4,922,890 | 2024-12-18 |
| 2 | VARIOUS STOCKS (DETAILS AVAILABLE UPON REQUEST) | $10,645 | 2024-12-19 |
| 3 | VARIOUS STOCKS (DETAILS AVAILABLE UPON REQUEST) | $66,570 | 2024-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLAYCO FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E WACKER DRIVE SUITE 1300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-10-07 | GrantDt |
| Grant | $6,000 | GrantAmt |
| Purpose Of Grant | PROVIDE EDUCATION AND SUPPORT FOR PATIENTS, RESEARCHERS AND DOCTORS REGARDING RETINAL VASCULOPATHY WITH CEREBRAL LEUKOENCEPHALOPATHY. | PurposeOfGrantTxt |
| Expended By Grantee | $6,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO DIVERSION REPORTED | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/10/25 | DatesOfReportsByGranteeTxt |
| Verification | 2025-11-10 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OTHER INVESTMENTS | StockNm |
| EOY Book Value | $17,876,741 | EOYBookValueAmt |
| EOYFMV | $24,034,053 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEST STREET LOAN PARTNERS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $309,511 | BookValueAmt |
| EOYFMV | $303,868 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $550 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $20,907 | BOYBookValueAmt |
| EOY Book Value | $19,672 | EOYBookValueAmt |
| EOYFMV | $19,672 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 WEST STREET LOAN PARTNERS | Desc |
| Revenue And Expenses Per Books | $10,183 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,183 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,183 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $108,852 | Amt |
| Net Investment Income | $108,852 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9,523 | $9,523 | $0 |
| FEDERAL INCOME TAXES | $2,000 | $0 | $0 |