PERT Foundation
PERT Foundation's exempt purpose is to support The Chicago Community Trust and The Chicago Community Foundation. During the tax year, PERT Foundation managed and stewarded charitable assets designated for the future support of The Chicago Community Trust and The Chicago Community Foundation. No grants were distributed during the year.
PERT Foundation at a glance
- Total assets
- $127,638,890
- -59.8% vs 2024
- Revenue (2025)
- $10,514,908
- -96.6% vs 2024
- Net investment income (2025)
- $655,858
- +872.9% vs 2024
- Expenses (2025)
- $87,978
- -100.0% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who PERT Foundation funds
How this funder distributes its grants
Grant Size Distribution
52 grants across all recorded years
The most common grant size was under $50K: 35 grants of 52 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How PERT Foundation gives
- Giving grew 5661% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $855K (2020) to $318.0M (2024). In 2024 it made 1 grant totaling $318.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Chicago Community Foundation Chicago, IL | General support for programs, operations and other charitable purposes | $318,021,564 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $127,638,890 | $10,514,908 | $87,978 | — | — | $655,858 |
| 2024 | $317,276,071 | $311,720,445 | $318,101,961 | $318,021,564 | 1 | $67,415 |
| 2023 | $428,961 | $13,038 | $9,307 | — | — | $13,021 |
| 2022 | $378,092 | $790,525 | $4,152,066 | $4,090,000 | 22 | $790,379 |
| 2021 | $4,700,079 | $887,326 | $5,655,473 | $5,520,000 | 29 | $886,907 |
| 2020 | $8,853,659 | $-78,698 | $959,950 | $855,000 | 28 | $-79,203 |
| 2019 | $9,427,365 | $379,549 | $1,010,014 | $910,000 | 23 | $378,628 |
About PERT Foundation
Based on IRS filings
PERT Foundation is a public charity, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $127.6M in total assets. Net investment income was $656K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
PERT Foundation is led by Andrea Saenz, President & Director on every filing since 2023; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Andrea Saenz
President & Director
On filings since 2023
1 hr/week
No compensation reported
Elizabeth Liebman
Director
On filings since 2019
1 hr/week
No compensation reported
Thomas C Liebman
Director
On filings since 2019
1 hr/week
No compensation reported
Bryan Traubert
Vice President & Director
Director → Vice President & Director, 2025
On filings since 2024
1 hr/week
No compensation reported
Margaret Stineman
Director
On filings since 2024
1 hr/week
No compensation reported
Jessica Strausbaugh
Treasurer
Treasurer & Secretary → Treasurer, 2024
On filings since 2019
1 hr/week
No compensation reported
Amy Pena
Secretary
On filings since 2024
1 hr/week
No compensation reported
Laura Kernaghan
Treasurer
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (4)
- Former: Heather Bilandic Black (2019–2023) — Vice President & Director
- Former: James J Glasser (2019–2023) — Director
- Former: Jason Baxendale (2019–2023) — Former President & Director
- Former: Carol Crenshaw (2019) — Former Treasurer
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about PERT Foundation
How large is PERT Foundation?
PERT Foundation reported $127.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $10.5M.
Where does PERT Foundation operate?
PERT Foundation has awarded grants in California, Illinois, North Carolina.
What is PERT Foundation's EIN?
PERT Foundation's EIN (Employer Identification Number) is 81-0585993. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 11, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 11, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 21, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS August 11, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS August 10, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in PERT Foundation's focus areas in our free grants database
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Figures come from PERT Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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