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The Lsv Asset Management Charitable Foundation EIN 88-3596670 Form 990 (PDF) Claim this org

The Lsv Asset Management Charitable Foundation

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A private foundation based in Chicago, IL. For fiscal year 2025 it reported $0 in revenue, $244K in expenses, and $422K in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Chicago, IL
Filings
4 on file (2022–2025)
Revenue
$0FY2025
Expenses
$244K
Net assets
$422K
People
4
Filings
4
Updates
0
More identity details & actions ⌄
EIN  88-3596670 Private foundation / grantmaker Chicago, IL
Form 990 (PDF)
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Size
<$100K
What they do
A private foundation based in Chicago, IL.
Leadership
Guy Lakonishok · Treasurer
Money in and out
$0 revenue, $244K expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$0
Pt VIII · Ln 12
Total expenses
$244K
Pt IX · Ln 25
Net assets
$422K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$244K
Total assets
422K
deployed as grants and operations
Grants paid
244K
in FY2025
Grants made
13grants
total in period
Payout rate
58%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 13 grants · $244K · 2025–2025
A Better ChicagoFY2025$151,000
Greater Chicago Food DepositoryFY2025$19,400
The Salvation Army USA Central TerritoryFY2025$15,000
Salvation Army Eastern TerritoryFY2025$15,000
Invest for KidsFY2025$15,000
Role Model Movement INCFY2025$10,000
The Nature ConservancyFY2025$5,000
Compass to Care the Mike & Sandy Ernsdorff Childhood Cancer FoundationFY2025$5,000
Chicago ScholarsFY2025$5,000
Hand in Hand USAFY2025$1,200
Chicago Hope AcademyFY2025$1,000
Bookwallah OrganizationFY2025$1,000
Big Brothers-Big Sisters of Metropolitan ChicagoFY2025$75

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$19K
Median grantPart XV$5K
Largest grantPart XV$151K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$0
FY2025
Expenses
$244K
FY2025▼ -22%
Total assets
$422K
FY2025▼ -37%
Total liabilities
$0
FY2025
Total assetsPt II$422K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CThe Lsv Asset Management Charitable Foundation
EINHdr · item D88-3596670
Principal addressHdr · item CChicago, IL
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MIL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T22)
Ruling yearIRS BMFNov 2023

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Marisa Rosenblatt
Vice President
$0Pt VII · Sec A
Scott Kemper
President
$0Pt VII · Sec A
$0Pt VII · Sec A
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Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $1.00 Operating & administrative $0.00
Grants & contributions paid100%$244K
Operating & administrative$759
Total functional expensesLn 25$244K

Balance Sheet

Part X · end of year
CashLn 1$422K
Total assetsLn 16$422K
Total liabilitiesLn 26$0
Total net assetsLn 32$422K
Months of cash on handcomputed20.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $422K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $0
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $0
—
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $0 · Prior year $0
Prior-year revenue below floor — showing dollar change
Net-asset trend (YoY)
End of year $422K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $0 · Expenses $244K
—
Liabilities-to-Assets
Total liabilities — · Total assets $422K
—
Net-asset ratio
Net assets $422K · Total assets $422K
100%
People & payroll
Highest Reported Total Compensation
Individual Guy Lakonishok · Reported title TREASURER · Highest reported compensation $0 · Total expenses $244K
0%
Personnel share
not reported

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown. Peer cohort: .

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$0 revenue · viewing · ⤓ 990 PDF
FY2024$0 revenue · ⤓ 990 PDF
FY2023$0 revenue · ⤓ 990 PDF
FY2022$1.5M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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