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Nonprofit · EIN 77-0609737

THE GENERATIONS FUND

Tax-exempt · DEERFIELD, IL 60015

Financials

−$50K$170K2023$168K$162K2024$185K$987K2025
Revenue Expenses · by fiscal year end
Financials of THE GENERATIONS FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$185,307$986,678-$801,371$1,780,975$0$1,780,975
December 31, 2024990-PF$167,832$161,888$5,944$2,569,444$0$2,569,444
December 31, 2023990-PF-$49,528$169,602-$219,130$2,646,772$0$2,646,772
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$60,650
Interest
$47
Net gain from sales of assets
$124,610

Expenses

Grants and similar amounts paid
$962,409
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$963,179
Excise tax on investment income
$2,280

Balance sheet and other

Total assets, start of year
$2,569,444
Total assets, end of year
$1,780,975
Total liabilities, end of year
$0
Net assets, end of year
$1,780,975
Fair market value of assets
$2,303,941
Qualifying distributions
$963,179
Net investment income
$185,307

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Ellen Morris
2100 N Magnolia, Chicago, IL 60614
President and Director0$0
Bruce Morris
7740 SW Hunt Club Place, PORTLAND, OR 97219
Treasurer and Director0$0
Ted Jadwin
2100 N Magnolia, Chicago, IL 60614
Secretary and Director0$0
Rebekah Morris
7740 SW Hunt Club Place, Portland, OR 97219
Director0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Ellen Morris
2100 N Magnolia, Chicago, IL 60614
Director0$0
Bruce Morris
7740 SW Hunt Club Place, PORTLAND, OR 97219
President, Treasurer, Director0$0
Ted Jadwin
2100 N Magnolia, Chicago, IL 60614
Secretary0$0
Rebekah Morris
7740 SW Hunt Club Place, Portland, OR 97219
Director0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Ellen Morris
2100 N Magnolia, Chicago, IL 60614
Director0$0
Bruce Morris
7740 SW Hunt Club Place, PORTLAND, OR 97219
President, Treasurer, Director0$0
Ted Jadwin
2100 N Magnolia, Chicago, IL 60614
Secretary0$0
Rebekah Morris
7740 SW Hunt Club Place, Portland, OR 97219
Director0$0

Address and contacts

Address (IRS master file)
3 PARKWAY NORTH BLVD STE 200, DEERFIELD, IL 60015-2553
In care of
% MILLER COOPER & CO LTD
Signed the 990-PF
Ellen Morris, PRESIDENT
Phone
(847) 205-5000
Return prepared by
MILLER COOPER & CO LTD

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
77-0609737
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,780,975
Income (IRS master file)
$995,261

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$185,307$986,678$1,780,975IRS
990-PFDecember 2024$167,832$161,888$2,569,444IRS
990-PFDecember 2023-$49,528$169,602$2,646,772XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0609737).

Questions about THE GENERATIONS FUND

What is the EIN of THE GENERATIONS FUND?
The employer identification number (EIN) of THE GENERATIONS FUND is 77-0609737.
Is THE GENERATIONS FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to THE GENERATIONS FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE GENERATIONS FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of THE GENERATIONS FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE GENERATIONS FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE GENERATIONS FUND?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THE GENERATIONS FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $185,307, expenses of $986,678 and total assets of $1,780,975 at year end.

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