Civic Intelligence

Burridge D Butler Memorial Trust Of

EIN 36-6065694 • 501(c)3 • Cary, IL

Profile

The burridge d. Butler memorial trust of chicago is a tax-exempt trust created in 1951 under the last will and testament of burridge d. Butler. The trust is devoted to charitable and educational purposes and is a type iii non-functionally intergrated (see schedule o) supporting organization to the chicago community trust. The trust is a total return trust. The distributions to the chicago community trust are computed in an amount equal to five percent on a moving three year average of the net fair market value of the trust's assets for each of the three years preceding the year of the current year distribution based on a fiscal year.

PO Box 519Cary, IL 60013

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

10th percentile

$32,320

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

39th percentile

2.2%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-3.9%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$46,970,230

Up $1,021,748 (+2.2%) from 2024

Liabilities

Down

$123,087

Down $6,616 (-5.1%) from 2024

Net Assets

Up

$46,847,143

Up $1,028,364 (+2.2%) from 2024

Operations
Liabilities / Revenue12th percentileNet Margin85th percentile

Revenue

Down

$4,270,034

Down $172,867 (-3.9%) from 2024

Expenses

Down

$2,640,127

Down $10,996 (-0.4%) from 2024

Net Income

Down

$1,629,907

Down $161,871 (-9.0%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2016: $36,642,675Liabilities 2016: $87,400Net Assets 2016: $36,555,2752016Assets 2017: $40,751,339Liabilities 2017: $82,400Net Assets 2017: $40,668,9392017Assets 2018: $42,606,376Liabilities 2018: $87,400Net Assets 2018: $42,518,9762018Assets 2019: $40,668,419Liabilities 2019: $90,000Net Assets 2019: $40,578,4192019Assets 2020: $42,369,651Liabilities 2020: $88,874Net Assets 2020: $42,280,7772020Assets 2021: $49,241,149Liabilities 2021: $150,901Net Assets 2021: $49,090,2482021Assets 2022: $39,859,615Liabilities 2022: $678,701Net Assets 2022: $39,180,9142022Assets 2023: $41,480,202Liabilities 2023: $135,857Net Assets 2023: $41,344,3452023Assets 2024: $45,948,482Liabilities 2024: $129,703Net Assets 2024: $45,818,7792024Assets 2025: $46,970,230Liabilities 2025: $123,087Net Assets 2025: $46,847,1432025

Highlighted filing

2025

Assets$46,970,230
Liabilities$123,087
Net Assets$46,847,143
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $2,331,883Expenses 2016: $1,101,797Net Income 2016: $1,230,0862016Revenue 2017: $1,868,351Expenses 2017: $1,242,039Net Income 2017: $626,3122017Revenue 2018: $4,228,342Expenses 2018: $951,160Net Income 2018: $3,277,1822018Revenue 2019: $1,099,996Expenses 2019: $2,042,954Net Income 2019: -$942,9582019Revenue 2020: $1,333,276Expenses 2020: $2,484,397Net Income 2020: -$1,151,1212020Revenue 2021: $4,845,081Expenses 2021: $2,619,540Net Income 2021: $2,225,5412021Revenue 2022: $2,352,622Expenses 2022: $2,740,176Net Income 2022: -$387,5542022Revenue 2023: $2,007,923Expenses 2023: $2,655,376Net Income 2023: -$647,4532023Revenue 2024: $4,442,901Expenses 2024: $2,651,123Net Income 2024: $1,791,7782024Revenue 2025: $4,270,034Expenses 2025: $2,640,127Net Income 2025: $1,629,9072025

Highlighted filing

2025

Revenue$4,270,034
Expenses$2,640,127
Net Income$1,629,907
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,970,230
Liabilities
$123,087
Net assets
$46,847,143
Revenue
$4,270,034
Expenses
$2,640,127
Net income
$1,629,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.0$0.12$46.8$4.27$2.64$1.63
2024Detailed filing. Detailed filing data is available for this year.$45.9$0.13$45.8$4.44$2.65$1.79
2023Detailed filing. Detailed filing data is available for this year.$41.5$0.14$41.3$2.01$2.66$0.65
2022Detailed filing. Detailed filing data is available for this year.$39.9$0.68$39.2$2.35$2.74$0.39
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.2$0.15$49.1$4.85$2.62$2.23
2020Detailed filing. Detailed filing data is available for this year.$42.4$0.09$42.3$1.33$2.48$1.15
2019Detailed filing. Detailed filing data is available for this year.$40.7$0.09$40.6$1.10$2.04$0.94
2018Detailed filing. Detailed filing data is available for this year.$42.6$0.09$42.5$4.23$0.95$3.28
2017Detailed filing. Detailed filing data is available for this year.$40.8$0.08$40.7$1.87$1.24$0.63
2016Detailed filing. Detailed filing data is available for this year.$36.6$0.09$36.6$2.33$1.10$1.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.5
Gross Receipts
$11,240,061
Mission and Program Overview

Mission

The burridge d. Butler memorial trust of chicago is a tax-exempt trust created in 1951 under the last will and testament of burridge d. Butler. The trust is devoted to charitable and educational purposes and is a type iii non-functionally intergrated (see schedule o) supporting organization to the chicago community trust. The trust is a total return trust. The distributions to the chicago community trust are computed in an amount equal to five percent on a moving three year average of the net fair market value of the trust's assets for each of the three years preceding the year of the current year distribution based on a fiscal year.

The burridge d. Butler memorial trust of chicago is a tax-exempt trust created in (see schedule o) 1951 under the last will and testament of burridge d. Butler. The trust is devoted to charitable and educational purposes and is a type iii non-functionally intergrated supporting organization to the chicago community trust. The trust is a total return trust. The distributions to the chicago community trust are computed in an amount equal to five percent on a moving three year average of the net fair market value of the trust's assets for each of the three years preceding the year of the current year distribution based on a fiscal year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,578,651$30,611,215▼ $1,967,436
Investments Other Securities$12,291,250$15,229,210▲ $2,937,960
Cash and Non-Interest-Bearing Accounts$1,078,581$1,129,805▲ $51,224
Total Assets$45,948,482$46,970,230▲ $1,021,748
Liabilities
Accounts Payable and Accrued Expenses$129,703$123,087▼ $6,616
Total Liabilities$129,703$123,087▼ $6,616
Net Assets / Fund Balance
Net Assets With Donor Restrictions$45,818,779$46,847,143▲ $1,028,364
Total Net Assets Fund Balance$45,818,779$46,847,143▲ $1,028,364
Total Liabilities and Net Assets / Fund Balance$45,948,482$46,970,230▲ $1,021,748

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,321,988--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$45,818,779-▲ $1,028,364-$46,847,143
2023$41,344,345-▲ $4,474,434-$45,818,779
2022$39,180,914-▲ $2,163,431-$41,344,345
2021$49,090,248-▼ $9,909,334-$39,180,914
2020$42,280,777-▲ $6,809,471-$49,090,248
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleBaseTotal
Jeffrey E KintzlerChairman$32,320$32,320
Carl AlbrechtSecretary$28,485$28,485
Mark CookTrustee$21,912$21,912
Patricia MichaelTrustee$21,912$21,912
Richard C JohnsonTrustee$21,912$21,912

Highest Paid Contractors

ContractorServicesLocationCompensation
StifelInvestment Advisory Fees1 N WACKER DRIVE 3500, Chicago, IL 60606$339,922
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,270,034
Other Revenue
$0
Change in Net Assets
$1,629,907

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,270,034
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-941,465
Total Revenue per Audited Statements
$3,328,569
Total Revenue per Form 990
$4,270,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,121,472
Other Expenses$396,140
Salaries, Compensation, and Employee Benefits$122,515
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,121,472--$2,121,472
Fees for Service Investment Mgmnt Fees-$339,922-$339,922
Current Officers, Directors, Trustees, and Key Employees-$122,515-$122,515
Fees for Services Accounting-$48,010-$48,010
All Other Expenses-$7,936-$7,936
Fees for Services Legal-$272-$272
Total Functional Expenses$2,121,472$518,655$0$2,640,127

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,640,127
Expenses per Audited Statements$2,300,205
Total Expenses per Audited Statements$2,300,205
Expenses Not Reported on Financial Statements$339,922
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Chicago Community TrustChicago, IL501(c)(3)Charitable & Educational Purposes.$2,121,472
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The trustees are provided a copy of the 990 upon completion for them to review, ask questions and then approve before signing the electronic filing authorization form 8879-eo which they then provide to their cpa firm to electronically transmit the federal form 990 tax return to the irs.”

Form 990, Part VI, Section B, Line 12C

“Each trustee shall annually sign a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy and understands the trust is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax exempt purposes. Periodic reviews are also conducted.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Burridge D Butler Memorial Trust of
EIN
36-6065694
Phone
2243607686
Address
PO BOX 519, CARY, IL 60013

Signing Officer

Name
Jeffrey E Kintzler
Title
Chairman
Phone
2243607686
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey E Kintzler
Formed
1951
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Bronswick Benjamin Pc
Address
8750 W BRYN MAWR AVE SUITE 650, CHICAGO, IL 60631
Preparer
Michael V Scialo
Phone
3126928300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Upon the completion of the audited financial statements the trustees meet and approve the statements. On an annual basis the trustees evaluate their current independent accounting firm and decide on whether to continue with the relationship or select another firm.”

Financial Statement Notes

PART V, LINE 4:

“Per the will of mr. Burridge d. Butler all of the net income and accumulations of net income generated by the permanent endowment fund are to be distributed to the chicago community trust for them to distribute in accordance with the provisions of the will. Effective december 7, 2018, per the signed memorandum and agreement by the trustees, the trust was converted to a total return trust and the permanent endowment fund distributions to the chicago community trust are computed in an amount equal to five percent on a moving three year average of the net fair market value of the trust's assets for each of the three years preceding the year of the current year distribution based on a fiscal year.”

PART X, LINE 2:

“Per note b - footnote #4 on the audited financial statements: management has evaluated the tax positions taken by the trust, and has concluded that as of september 30, 2025 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment advisory fees included on line 1 -339,922.”

Raw XML AppendixShowing 400 of 514 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0THE BURRIDGE D. BUTLER MEMORIAL TRUST OF CHICAGO IS A TAX-EXEMPT TRUST CREATED IN 1951 UNDER THE LAST WILL AND TESTAMENT OF BURRIDGE D. BUTLER. THE TRUST IS DEVOTED TO CHARITABLE AND EDUCATIONAL PURPOSES AND IS A TYPE III NON-FUNCTIONALLY INTERGRATED (SEE SCHEDULE O) SUPPORTING ORGANIZATION TO THE CHICAGO COMMUNITY TRUST. THE TRUST IS A TOTAL RETURN TRUST. THE DISTRIBUTIONS TO THE CHICAGO COMMUNITY TRUST ARE COMPUTED IN AN AMOUNT EQUAL TO FIVE PERCENT ON A MOVING THREE YEAR AVERAGE OF THE NET FAIR MARKET VALUE OF THE TRUST'S ASSETS FOR EACH OF THE THREE YEARS PRECEDING THE YEAR OF THE CURRENT YEAR DISTRIBUTION BASED ON A FISCAL YEAR.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SINCE 1951 THE BURRIDGE D. BUTLER MEMORIAL TRUST (BUTLER) HAS HAD A CLOSE RELATIONSHIP WITH THE CHICAGO COMMUNITY TRUST (CCT) PURSUANT TO MR. BUTLER'S WILL. AT THE 9/5/25 TRUSTEES MEETING KRISTEN CARLSON VOGEN, SR. DIRECTOR OF PHILANTHROPIC SERVICES AND ANDREA SAENZ, CEO FROM THE CHICAGO COMMUNITY TRUST WERE IN ATTENDANCE. KRISTEN AND ANDREA PROVIDED THE TRUSTEES WITH SEVERAL UPDATES FROM THE CHICAGO COMMUNITY TRUST. THE TRUSTEES ALSO KEPT IN TOUCH WITH THE CCT THROUGHOUT THE YEAR VIA E-MAIL, PHONE CALLS AND EVEN IN WRITING. BUTLER WOULD RECEIVE QUARTERLY THANK YOU LETTERS FROM THE CCT FOR THERE CONTRIBUTIONS AND MR. CARL ALBRECHT, WHO IS ONE OF THE BUTLER TRUSTEES, WOULD FOLLOW UP WITH SHEILA M. CAWLEY, WHO IS THE CHIEF DEVELOPMENT OFFICER OF THE CCT, TO CATCH UP AND DISCUSS VARIOUS MATTERS. THE CCT DECIDES ON THE TIMING OF MAKING THE GRANTS AND BESIDES THE 20% THAT MUST GO TO THE ILLINOIS CHILDREN'S HOME AND AID SOCIETY, PER MR. BUTLER'S WILL, CCT DECIDES ON WHO GETS THE REMAINING GRANT MONEY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE CHICAGO COMMUNITY TRUST (CCT) DECIDES ON THE TIMING OF MAKING THE GRANTS AND BESIDES THE 20% THAT MUST GO TO THE ILLINOIS CHILDREN'S HOME AND AID SOCIETY, PER MR. BUTLER'S WILL, CCT DECIDES ON WHO GETS THE REST OF THE FUNDS THAT BUTLER DISTRIBUTES TO THEM. MEMBERS OF THE CCT TYPICALLY ATTEND THE YEAR END TRUSTEES MEETING WHERE THEY WEIGH IN ON INVESTMENT OPPORTUNITIES AND BRING NEW SUGGESTIONS TO THE TRUSTEES ON WHERE THEY WILL BE DISTRIBUTING THEIR FUNDS TO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE CHICAGO COMMUNITY TRUST MET BOTH THE RESPONSIVENESS AND ATTENTIVENESS TESTS. THE RESPONSIVENESS TEST IS MET BY THE SUPPORTING ORGANIZATION MAINTAINING A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE CHICAGO COMMUNITY TRUST (CCT) SINCE 1951. THE CCT HAS A SIGNIFICANT VOICE IN THAT IT DECIDES ON THE TIMING OF THE GRANTS, THE RECIPIENTS WHERE THE MAJORITY OF THE GRANTS GO TO AND THEY OFFER SUGGESTIONS FROM TIME TO TIME ON INVESTMENT ALTERNATIVES. THE ATTENTIVENESS TEST IS MET IN THAT SINCE 1951 THE SUPPORTING ORGANIZATION HAS PROVIDED THE CCT WITH A SUFFICIENT AMOUNT OF SUPPORT FOR THEM TO DISTRIBUTE FOR CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D #2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, #3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE CHICAGO COMMUNITY TRUST
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0NB STRATEGIC PRIVATE EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ACCELMED PARTNERS PRIVATE EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2G SQUARED PRIVATE EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3OURCROWD PRIVATE EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4OWL ROCK PRIVATE EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5PORTFOLIO ADVISORS PRIVATE EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6NB OPPORTUNITIES PRIVATE EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc7STEPSTONE SECONDARIES FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc8NB CROSSROADS PRIVATE EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc9AUDAX SENIOR LOAN FUND I
IRS990ScheduleD/OtherSecuritiesGrp/Desc10EVOLUTION TECHNOLOGY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc11NB STRATEGIC CAPITAL II
IRS990ScheduleD/OtherSecuritiesGrp/Desc12G SQUARED OPPORTUNITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc13TAILWIND CAPITAL PARTNERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc14ONE EQUITY PARTNERS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PER THE WILL OF MR. BURRIDGE D. BUTLER ALL OF THE NET INCOME AND ACCUMULATIONS OF NET INCOME GENERATED BY THE PERMANENT ENDOWMENT FUND ARE TO BE DISTRIBUTED TO THE CHICAGO COMMUNITY TRUST FOR THEM TO DISTRIBUTE IN ACCORDANCE WITH THE PROVISIONS OF THE WILL. EFFECTIVE DECEMBER 7, 2018, PER THE SIGNED MEMORANDUM AND AGREEMENT BY THE TRUSTEES, THE TRUST WAS CONVERTED TO A TOTAL RETURN TRUST AND THE PERMANENT ENDOWMENT FUND DISTRIBUTIONS TO THE CHICAGO COMMUNITY TRUST ARE COMPUTED IN AN AMOUNT EQUAL TO FIVE PERCENT ON A MOVING THREE YEAR AVERAGE OF THE NET FAIR MARKET VALUE OF THE TRUST'S ASSETS FOR EACH OF THE THREE YEARS PRECEDING THE YEAR OF THE CURRENT YEAR DISTRIBUTION BASED ON A FISCAL YEAR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PER NOTE B - FOOTNOTE #4 ON THE AUDITED FINANCIAL STATEMENTS: MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

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