Civic Intelligence

Catholic Education Scholarship Trust

EIN 36-7632823 • 501(c)3 • Chicago, IL

Profile

Provide scholarships to children in catholic schools listed in the official catholic directory for the archdiocese of chicago.

50 S Lasalle StChicago, IL 60603

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.18x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

10th percentile

-19%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

7th percentile

$37,733

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$67,713,822

Up $6,650,717 (+11%) from 2023

Liabilities

Up

$398,426

Up $274,815 (+222%) from 2023

Net Assets

Up

$67,315,396

Up $6,375,902 (+10%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin10th percentile

Revenue

Up

$2,255,452

Up $529,484 (+31%) from 2023

Expenses

Down

$2,693,207

Down $117,614 (-4.2%) from 2023

Net Income

Up

-$437,755

Up $647,098 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$80M$60M$40M$20M$0Assets 2021: $69,768,102Liabilities 2021: $160,672Net Assets 2021: $69,607,4302021Assets 2022: $57,250,397Liabilities 2022: $81,014Net Assets 2022: $57,169,3832022Assets 2023: $61,063,105Liabilities 2023: $123,611Net Assets 2023: $60,939,4942023Assets 2024: $67,713,822Liabilities 2024: $398,426Net Assets 2024: $67,315,3962024

Highlighted filing

2024

Assets$67,713,822
Liabilities$398,426
Net Assets$67,315,396
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $6,023,106Expenses 2021: $2,435,034Net Income 2021: $3,588,0722021Revenue 2022: $2,168,569Expenses 2022: $2,824,728Net Income 2022: -$656,1592022Revenue 2023: $1,725,968Expenses 2023: $2,810,821Net Income 2023: -$1,084,8532023Revenue 2024: $2,255,452Expenses 2024: $2,693,207Net Income 2024: -$437,7552024

Highlighted filing

2024

Revenue$2,255,452
Expenses$2,693,207
Net Income-$437,755
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,713,822
Liabilities
$398,426
Net assets
$67,315,396
Revenue
$2,255,452
Expenses
$2,693,207
Net income
-$437,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.7$0.40$67.3$2.26$2.69$0.44
2023Detailed filing. Detailed filing data is available for this year.$61.1$0.12$60.9$1.73$2.81$1.08
2022Detailed filing. Detailed filing data is available for this year.$57.3$0.08$57.2$2.17$2.82$0.66
2021Detailed filing. Detailed filing data is available for this year.$69.8$0.16$69.6$6.02$2.44$3.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$2,773,566
Mission and Program Overview

Mission

Provide scholarships to children in Catholic schools listed in the Official Catholic Directory for the Archdiocese of Chicago.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,885,686$26,711,808▲ $826,122
Savings and Temporary Cash Investments$3,271,209$2,035,121▼ $1,236,088
Pledges and Grants Receivable$554,629$245,802▼ $308,827
Total Assets$61,063,105$67,713,822▲ $6,650,717
Other Assets Total$31,351,581$38,721,091▲ $7,369,510
Liabilities
Accounts Payable and Accrued Expenses$123,611$398,426▲ $274,815
Total Liabilities$123,611$398,426▲ $274,815
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$60,939,494$67,315,396▲ $6,375,902
Total Net Assets Fund Balance$60,939,494$67,315,396▲ $6,375,902
Total Liabilities and Net Assets / Fund Balance$61,063,105$67,713,822▲ $6,650,717

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$38,721,091--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,441,000---$1,441,000
2022$1,441,000---$1,441,000
2021$1,441,000---$1,441,000
2020$1,441,000---$1,441,000
2019$1,441,000---$1,441,000
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleBaseTotal
-Trustee$37,733$37,733

Board Members and Trustees

NameTitle
Bishop Robert CaseyBoard Member
Edward L HocterBoard Member
Greg RichmondBoard Member
Mary Patricia BurnsBoard Member
Most Reverend Cardinal CupichBoard Member
Mr Kevin SpeicherBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
The Northern Trust CompanyInvestment Management50 S LASALLE STREET, Chicago, IL 60675$152,175
Revenue and Support

Revenue Composition

Contributions and Grants
$254,805
Program Service Revenue
$0
Investment Income
$2,000,647
Other Revenue
$0
All Other Contributions
$254,805
Change in Net Assets
$-437,755

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,255,452
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-291,797
Total Revenue per Audited Statements
$1,963,655
Total Revenue per Form 990
$2,255,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,100,000
Other Expenses$593,207
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,100,000--$2,100,000
Fees for Service Investment Mgmnt Fees-$291,797-$291,797
Fees for Services Management-$249,679-$249,679
Fees for Services Accounting-$51,731-$51,731
Total Functional Expenses$2,100,000$593,207$0$2,693,207

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,693,207
Expenses per Audited Statements$2,401,410
Total Expenses per Audited Statements$2,331,273
Expenses Not Reported on Financial Statements$291,797
Other Expense Adjustments$291,797
Expenses Not Reported on Form 990$-70,137
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Bishop of ChicagoChicago, IL501(c)(3)Scholarships$2,100,000

International Summary

Offices
0
Employees
0
Spending
$8,059,069

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeInvestments---$4,394,762
Cayman IslandsInvestments---$3,664,307
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
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Most reverend cardinal cupich, most reverend robert casey and greg richmond have a business relationship due to employment at the catholic bishop of chicago.”

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

“Catholic education scholarship trust works diligently with an accounting firm to complete the form 990 and attached schedules in a thorough manner. Prior to filing, the return was not reviewed by the board members.”

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

“The cest trust boards members sign a conflict of interest policy statement that says that "it is the responsibility of each member to bring to the attention of the trust board and disclose to the trust board the relevant circumstances surrounding any known or likely direct or indirect interest in a transaction or other conflict of interest affecting that member in relation to the trust, the trust board or any delegation committee, whether or not the member is also a member of such delegation committee. If a conflict of interest later becomes known or likely, the affected member will promptly disclose the circumstances giving rise to such conflict of interest by written notice to the trust board." the cest trust board members will investigate any allegations or appearances of conflict of interests and take appropriate action based on their findings.”

Form 990, Part VI, Section C, Line 19

“The organization will provide any document open to public inspection upon written request or in person under federal tax law.”

Filing and Contact Details

Filer

Filer Name
Catholic Education Scholarship Trust
EIN
36-7632823
Phone
3126306948
Address
50 S LASALLE ST, CHICAGO, IL 60603

Signing Officer

Name
Northern Trust Co
Title
Trustee
Phone
3125348157
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy Bohlen
Formed
2013
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Anna Kolakaluri
Phone
6123974000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Ttwci uncollectible provision 70,137.”

Financial Statement Notes

PART V, LINE 4:

“Cest endowments include two individual funds established for a specific scholarship purpose. All endowment net assets are permanently restricted based on donor restrictions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment fees -291,797.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Ttwci uncollectible provision -70,137.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT FEES 291,797.”

Raw XML AppendixShowing 400 of 426 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/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03271209
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02035121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0324942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0357819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0337308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01231475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04823620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07075164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0639824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0525237
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0547874
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0644416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01048693
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03406044
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34140
IRS990ScheduleA/PublicSupportPY170Pct00.78940
IRS990ScheduleA/PublicSupportTotal170Amt03577814
IRS990ScheduleA/SubstantialContributorsTotAmt03497350
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0324942
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0357819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0337308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01231475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04823620
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07075164
IRS990ScheduleA/TotalSupportAmt010481208
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01441000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01441000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01441000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01441000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01441000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01441000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01441000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01441000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01441000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01441000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-70137
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0291797
IRS990ScheduleD/ExpensesSubtotalAmt02401410
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt038721091
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MARKETABLE ALTERNATIVE EQUITY
IRS990ScheduleD/OtherExpensesIncludedAmt0-70137
IRS990ScheduleD/OtherExpensesNotIncludedAmt0291797
IRS990ScheduleD/OtherRevenueAmt0-291797
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-291797
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02255452
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CEST ENDOWMENTS INCLUDE TWO INDIVIDUAL FUNDS ESTABLISHED FOR A SPECIFIC SCHOLARSHIP PURPOSE. ALL ENDOWMENT NET ASSETS ARE PERMANENTLY RESTRICTED BASED ON DONOR RESTRICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES -291,797.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TTWCI UNCOLLECTIBLE PROVISION -70,137.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3INVESTMENT FEES 291,797.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt038721091
IRS990ScheduleD/TotalExpensesPerForm990Amt02693207
IRS990ScheduleD/TotalRevenuePerForm990Amt02255452
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01963655
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02331273
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt03664307
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt14394762
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CAYMAN ISLANDS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt08059069
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0ACCRUAL METHOD ACCOUNTING
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt08059069
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC BISHOP OF CHICAGO
IRS990ScheduleI/RecipientTable/RecipientEIN0362170826
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0835 NORTH RUSH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060611
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CATHOLIC EDUCATION SCHOLARSHIP TRUST MAKES GRANTS TO THE CATHOLIC BISHOP OF CHICAGO FOR ALLOCATION TO AFFILIATED SCHOOLS OR PARISHES. SCHOLARSHIPS ARE AWARDED TO STUDENTS ATTENDING SUCH SCHOOLS AS DIRECTED BY THE PRINCIPALS OF THE SCHOOL OR PARISH. CATHOLIC EDUCATION SCHOLARSHIP TRUST MAINTAINS CONTACTS WITH THE GRANTEES THROUGH THE PERFORMANCE OF ITS EXEMPT PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MOST REVEREND CARDINAL CUPICH, MOST REVEREND ROBERT CASEY AND GREG RICHMOND HAVE A BUSINESS RELATIONSHIP DUE TO EMPLOYMENT AT THE CATHOLIC BISHOP OF CHICAGO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATHOLIC EDUCATION SCHOLARSHIP TRUST WORKS DILIGENTLY WITH AN ACCOUNTING FIRM TO COMPLETE THE FORM 990 AND ATTACHED SCHEDULES IN A THOROUGH MANNER. PRIOR TO FILING, THE RETURN WAS NOT REVIEWED BY THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CEST TRUST BOARDS MEMBERS SIGN A CONFLICT OF INTEREST POLICY STATEMENT THAT SAYS THAT "IT IS THE RESPONSIBILITY OF EACH MEMBER TO BRING TO THE ATTENTION OF THE TRUST BOARD AND DISCLOSE TO THE TRUST BOARD THE RELEVANT CIRCUMSTANCES SURROUNDING ANY KNOWN OR LIKELY DIRECT OR INDIRECT INTEREST IN A TRANSACTION OR OTHER CONFLICT OF INTEREST AFFECTING THAT MEMBER IN RELATION TO THE TRUST, THE TRUST BOARD OR ANY DELEGATION COMMITTEE, WHETHER OR NOT THE MEMBER IS ALSO A MEMBER OF SUCH DELEGATION COMMITTEE. IF A CONFLICT OF INTEREST LATER BECOMES KNOWN OR LIKELY, THE AFFECTED MEMBER WILL PROMPTLY DISCLOSE THE CIRCUMSTANCES GIVING RISE TO SUCH CONFLICT OF INTEREST BY WRITTEN NOTICE TO THE TRUST BOARD." THE CEST TRUST BOARD MEMBERS WILL INVESTIGATE ANY ALLEGATIONS OR APPEARANCES OF CONFLICT OF INTERESTS AND TAKE APPROPRIATE ACTION BASED ON THEIR FINDINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE ANY DOCUMENT OPEN TO PUBLIC INSPECTION UPON WRITTEN REQUEST OR IN PERSON UNDER FEDERAL TAX LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TTWCI UNCOLLECTIBLE PROVISION 70,137.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt061063105
IRS990/TotalAssetsEOYAmt067713822
IRS990/TotalAssetsGrp/BOYAmt061063105
IRS990/TotalAssetsGrp/EOYAmt067713822
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0254805
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0593207
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02100000
IRS990/TotalFunctionalExpensesGrp/TotalAmt02693207
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0123611
IRS990/TotalLiabilitiesEOYAmt0398426
IRS990/TotalLiabilitiesGrp/BOYAmt0123611
IRS990/TotalLiabilitiesGrp/EOYAmt0398426
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt060939494
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt067315396
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02100000
IRS990/TotalReportableCompFromOrgAmt037733
IRS990/TotalRevenueGrp/ExclusionAmt02000647
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02255452
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061063105
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt067713822
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0835 N RUSH STREET
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060611
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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