PERT Foundation

CHICAGO, IL EIN: 81-0585993

PERT Foundation is organized and operated to foster, support, develop, and maintain charitable activities and vital human and educational services by supporting and carrying out the charitable purposes of The Chicago Community Trust and The Chicago Community Foundation by such means as the board of directors of the organization may determine from time to time.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$317.3M

+73863.9% YoY

Annual Giving

$318.0M

Grant Count

1

Avg Grant Size

$318.0M

About PERT Foundation

Based on IRS filings

PERT Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $317.3M in total assets. In 2024, it awarded 1 grants totaling $318.0M. Net investment income was $67K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

CharlotteChicagoCrystal LakeEvanstonGlenviewGrayslakeLos AngelesMchenryPark RidgeSpringfieldWoodstock

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$87M$175M$262M$350M20202021202220232024
Metric202420232022
Total Assets$317,276,071$428,961$378,092
Revenue$311,720,445$13,038$790,525
Expenses$318,101,961$9,307$4,152,066
Qualifying Distributions
Net Investment Income$67,415$13,021$790,379
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$80M$159M$239M$318M28 grants202029 grants202122 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

The Chicago Community Fo…$318.0M

Grant Size Distribution

80 grants across all recorded years

58<$50K10$50–100K3$100–250K5$250–500K$500K–1M3$1–5M1$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Andrea SaenzPresident and Director1
Elizabeth LiebmanDirector1
Thomas C LiebmanDirector1
Margaret StinemanDirector1
Bryan TraubertDirector1
Jessica StrausbaughTreasurer2
Amy PenaSecretary2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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