LIQUIDATION DISCLOSURE STATEMENT: THIS DISCLOSURE STATEMENT IS ATTACHED TO 2023 FORM 990-PF, REFLECTING THE COMPLETE LIQUIDATION OF JULIE AND ROOGER BASKES CHARITABLE TRUST, A PRIVATE FOUNDATION EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. REASON FOR LIQUIDATION: THE FOUNDATION ACHIEVED ITS CHARITABLE GOALS. LIQUIDATION PLAN: THE LIQUIDATION PROCESS WAS COMPLETED. ALL ASSETS OF THE FOUNDATION WERE LIQUIDATED IN ACCORDANCE WITH THE FOUNDATION'S APPROVED PLAN. $3,722 CASH WAS DISTRIBUTED TO NEWBERRY LIBRARY. THE FOUNDATION HAD $0 LIABILITIES AT 04/30/24. TAX COMPLIANCE: FORM 990-PF FOR 2023 IS THE FINAL RETURN FILED BY THE FOUNDATION. TAX IMPLICATIONS: ALL TAX LIABILITIES, IF ANY, HAVE BEEN SETTLED OR PROVIDED FOR AS REQUIRED BY LAW.
Application Information
Accepts Unsolicited ProposalsNo — Preselected Only
Phone3126423737
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
Year
Total Giving
Total Assets
Revenue
Grants
2020
N/A
$34K
$25
N/A
2021
$26K
$8K
$8
1
2022
$5K
$4K
$1
1
2023
N/A
$4K
$1
N/A
2024
$4K
$0
$0
1
Grant Size Distribution
Based on 3 grants on record
Minimum
$4K
25th Pctl
$4K
Median
$5K
Average
$11K
75th Pctl
$26K
Maximum
$26K
Geographic Distribution
Key Personnel
Name
Title
Compensation
ROGER S BASKES
TRUSTEE
—
JULIE BASKES
TRUSTEE
—
Grants Awarded
(3 total)
Purpose
NEWBERRY LIBRARY
CHICAGO, IL
$25,895
UNRESTRICTED CASH DONATION TO 501 C 3 ORGANIZATIONS.
2021
NEWBERRY LIBRARY
CHICAGO, IL
$4,786
UNRESTRICTED CASH DONATION TO 501 C 3 ORGANIZATIONS.