Halsted A&A Foundation

990PF • Fiscal year 2021 • EIN 47-4175954

Jun 01, 2020 to May 31, 2021 • Filed on Sep 23, 2021

Organization Profile

2401 N Halsted StChicago, IL 60614-2451

(773) 975-0401

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $25M-$50M nonprofits • Source year 2021

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $25M-$50M nonprofits • Source year 2021

75%

Higher net margin than 92% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

205%

Faster asset growth than 98% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

657%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets15th percentile

Assets

$39,694,699

Up $26,670,361 (+205%) from 2020

Net Assets

$39,694,699

Up $26,674,933 (+205%) from 2020

Liabilities

Down

Down $4,572 (-100%) from 2020

Revenue And Expenses

Liabilities / Revenue15th percentile Net Margin92nd percentile

Revenue

$34,703,279

Up $30,120,564 (+657%) from 2020

Expenses

$8,687,293

Up $7,347,582 (+548%) from 2020

Net Income

$26,015,986

Up $22,772,982 (+702%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$39,694,699

Liabilities$0

Net Assets$39,694,699

Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$34,703,279

Expenses$8,687,293

Net Income$26,015,986

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2020 to May 31, 2021
Signed: Sep 23, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay20th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
FRED EYCHANER	President & Treasurer	-	$0	-	-
TERRY YALE FEIERTAG	Director & Secretary	-	$0	-	-
DANIEL WHITTAKER	Director	-	$0	-	-
JOAN BARRY	Asst. Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Halsted A&a Foundation
EIN: 47-4175954
Phone: 7739750401
Address: 2401 N HALSTED ST, CHICAGO, IL 60614-2451

Signing Officer

Name: Joan Barry
Title: Assistant Secretary
Phone: 7739750401
Signed: 2021-09-23
Discuss with paid preparer: Yes

Preparer

Firm: Rsm US Llp
Address: 1861 INTERNATIONAL DRIVE SUITE 400, MCLEAN, VA 22102
Preparer: Yong Zhang CPA
Phone: 7033366400

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	DANIEL WHITTAKER
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	8693476
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	8693476
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	1
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	JOAN BARRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2401 NORTH HALSTED STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	60614
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	1
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	1	DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7739750401
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	1
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	PROMOTION AND CONSERVATION OF MODERN AND CONTEMPORARY ARCHITECTURE, AND PROMOTION OF THE FINE ARTS, WITH A PARTICULAR EMPHASIS ON ASIAN, ANCIENT NEAR EASTERN, GREEK, ROMAN, AND EGYPTIAN ART.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	8614243
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	FRED EYCHANER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	FRED EYCHANER
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	2401 N HALSTED STREET SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	60614
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	34600000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1271
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ACCRUED TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	4	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ACCESSIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ART EXHIBITIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	CONSULTING SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	SOFTWARE AND LICENSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	8605023
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	13179
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	1363
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	713
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	44698
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	8604638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	9605
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	1363
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	713
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	40462
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	658947
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAIN ON INVESTMENTS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	FRED EYCHANER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	2401 N HALSTED SUITE 200
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	CHICAGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	60614
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	2012
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOAN BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7739750401
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HALSTED A&A FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HALS
ReturnHeader/Filer/EIN	0	474175954
ReturnHeader/Filer/PhoneNum	0	7739750401
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2401 N HALSTED ST
ReturnHeader/Filer/USAddress/CityNm	0	CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	606142451
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1861 INTERNATIONAL DRIVE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	22102
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7033366400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	YONG ZHANG CPA
ReturnHeader/ReturnTs	0	2021-09-30T09:33:53-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JOAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BARRY
ReturnHeader/TaxPeriodBeginDt	0	2020-06-01
ReturnHeader/TaxPeriodEndDt	0	2021-05-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $39,694,699
Liabilities: $0
Net assets: $39,694,699
Revenue: $34,703,279
Expenses: $8,687,293
Net income: $26,015,986

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$105	$0.13	$105	$12.1	$2.31	$9.82
2024Detailed filing. Detailed filing data is available for this year.	$89.7	$0.05	$89.6	$7.35	$0.63	$6.72
2023Detailed filing. Detailed filing data is available for this year.	$77.6	$0.03	$77.6	$8.91	$20.1	$11.2
2022Detailed filing. Detailed filing data is available for this year.	$88.4	$0.01	$88.4	$60.6	$10.3	$50.4
2021Detailed filing. Detailed filing data is available for this year.	$39.7	$0.00	$39.7	$34.7	$8.69	$26.0
2020Detailed filing. Detailed filing data is available for this year.	$13.0	$0.00	$13.0	$4.58	$1.34	$3.24