WALDER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WALDER FAMILY FOUNDATION (EIN 46-4092041)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-17
- IRS object ID
- 202442919349101024
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-17T22:07:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464092041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walder Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WALD | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | kathleen m coughlin | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $215,889,426 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $283,766 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $262,508 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,321,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,045,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $613,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,500,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $562,342 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,805 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $845 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,224,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,871,050 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,359 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,359 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,481,505 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,481,505 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $413,990 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $413,990 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $309,418 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $309,418 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,682,993 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $428,660 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,215,493 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,692,247 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,551,609 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $61,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,575 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $162,325 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $247,473 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $247,473 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $178,084 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $178,084 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,139 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,139 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $217,632 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,557 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $213,753 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,579,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,990,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,192,214 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,496,937 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,496,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,076,872 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,990,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,689,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,852,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,880,649 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,499,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,773,979 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,773,979 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $16,744 | AcctRcvblAmt |
| Acct Rcvbl BOY | $30,909 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $16,744 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,744 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $36,017,383 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $36,881,409 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $35,863,657 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $143,982,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $118,667,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $148,987,352 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,025,566 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,531,599 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,511,290 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,470,208 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $733,804 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $903,729 | LandBOYAmt |
| Land EOY | $736,404 | LandEOYAmt |
| Land EOYFMV | $736,404 | LandEOYFMVAmt |
| Total Assets BOY | $212,459,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $187,607,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $215,889,426 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25,063,331 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,063,393 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,063,331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,063,393 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $187,396,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $162,544,427 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $187,396,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $162,544,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $212,459,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $187,607,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $187,396,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,852,223 | ExcessRevenueOverExpensesAmt |
| Subtotal | $162,544,427 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $162,544,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $69,500,899 | $68,887,605 | $613,294 | $613,294 |
| ALLOCATED TO UBTI-ACQ INDEBTEDNESS | -$50,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $562,342 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,141 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,141 | SubtotalAmt |
| Tax Based On Investment Income | $26,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,625 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,925 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $216 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kate Coughlin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 10.0 | $93,988 | $0 | $0 |
| Jeffrey L Sweet | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 6.0 | $36,371 | $0 | $0 |
| Elizabeth Walder | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Sec, Dir | 30.0 | $0 | $0 | $0 |
| Joseph Walder | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MEAGAN LEARY | ||||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM DIRECTOR | 40.0 | $196,179 | $33,520 | $0 |
| Juliana Kerr | ||||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM DIRECTOR | 40.0 | $190,730 | $23,673 | $0 |
| JACK WESTWOOD | ||||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | PROGRAM DIRECTOR | 40.0 | $162,181 | $49,436 | $0 |
| JENNI RICHTON | ||||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | PROGRAM DIRECTOR | 40.0 | $148,223 | $52,403 | $0 |
| BRITTANY ANDERSEN | ||||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | GRANTS MGMT DIRECTOR | 40.0 | $135,473 | $49,585 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| William Blair & Company LLC | |||||
| 150 NORTH RIVERSIDE PLAZA | CHICAGO | IL | 60606 | Investment Mgmt | $467,500 |
| McDermott Will & Emery LLP | |||||
| PO Box 1675 | Carol Stream | IL | 60132 | Legal | $309,418 |
| Foundation Advisors LLC | |||||
| 410 4th St Apt 1 | Brooklyn | NY | 11215 | Philanthropic | $141,600 |
| Callahan Consulting For The Arts LLC | |||||
| 1625 15th St NW 6 | Washington | DC | 20009 | Philanthropic | $97,125 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $97,489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 500 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY COLLABORATIONS: A TABLE OF DIVERSE PERSPECTIVES AND VOICES IN CHICAGO'S PERFORMING ARTS - CREATING AN 18 MONTHS TABLE OF EXPERTS TO UPLIFT ART SECTOR | Description1Txt |
| Expenses1 | $125,508 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $202,197,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$202,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,317 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $201,998,455 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $14,861,147 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $187,137,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,807,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,330,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,216,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,216,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,141 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $31,539 | IncomeTaxAmt |
| Total Tax | $57,680 | TotalTaxAmt |
| Distributable Before Adj | $9,158,832 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,158,832 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,158,832 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,689,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,689,151 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,158,832 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $16,782,272 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,430,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,069,917 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,282,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,689,151 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,158,832 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,530,319 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,812,983 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $62,812,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,782,272 | ExcessFromYear3Amt |
| Excess From Year2 | $15,430,475 | ExcessFromYear2Amt |
| Excess From Year1 | $13,069,917 | ExcessFromYear1Amt |
| Excess From Current Year | $17,530,319 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elizabeth Walder | ContributingManagerNm |
| Contributing Manager | Joseph Walder | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (208 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3ARTS INC | ||||||||||||
| 200 W MADISON ST | CHICAGO | IL | 60606 | N/A | PC | Elevating Chicago Artists through 3Arts Awards Presenting partnership | $125,000 | |||||
| ALBANY PARK THEATER PROJECT | ||||||||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | N/A | PC | Co-Executive Director Position fund | $75,000 | |||||
| ALIANZA AMERICAS | ||||||||||||
| 3030 W CERMAK | CHICAGO | IL | 60623 | N/A | PC | Gotas globales en un ocano local: A Chicago Based transnational leadership program | $100,000 | |||||
| ALLIANCE OF FILIPINOS FOR IMMIGRANT RIGHTS AND EMP | ||||||||||||
| 4300 N CALIFORNIA AVE STE 200B | CHICAGO | IL | 60618 | N/A | PC | General Operating Support | $30,000 | |||||
| AMERICAN BUSINESS IMMIGRATION COALITION | ||||||||||||
| 1805 S ASHLAND AVE | CHICAGO | IL | 60608 | N/A | PC | Here to Work Campaign 2023-2024 | $90,000 | |||||
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S | ||||||||||||
| 633 THIRD AVE 20TH FL | NEW YORK | NY | 10017 | N/A | PC | Science Education Topics - Remote Learning Needs fund | $25,000 | |||||
| AMERICAN COMPOSERS FORUM | ||||||||||||
| 332 MINNESOTA ST SUITE E-145 | ST PAUL | MN | 55101 | N/A | PC | Amplifying Artists' Stories on I CARE IF YOU LISTEn | $50,000 | |||||
| AMERICAN FRIENDS OF HALA | ||||||||||||
| 3612 SHANNON RD | CLEVELAND | OH | 44118 | N/A | PC | to Purchase MRI Machine | $250,000 | |||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | Israel Emergency Response fund | $72,000 | |||||
| AMERICAN FRIENDS OF MATAN INC | ||||||||||||
| 18 ORCHARD HILL DR | MONSEY | NY | 10970 | N/A | PC | International Advanced Educators Institute - Eshkolot and strategic planning | $161,000 | |||||
| AMERICAN FRIENDS OF NISHMAT | ||||||||||||
| 520 8TH AVENUE 4TH FL | NEW YORK | NY | 10018 | N/A | PC | Nishmat Miriam Glaubach Center Leadership Education & continuing education | $37,500 | |||||
| AMERICAN FRIENDS OF NISHMAT | ||||||||||||
| 520 8TH AVENUE 4TH FL | NEW YORK | NY | 10018 | N/A | PC | Increased Security Needs fund | $18,000 | |||||
| AMERICAN FRIENDS OF NISHMAT | ||||||||||||
| 520 8TH AVENUE 4TH FL | NEW YORK | NY | 10018 | N/A | PC | Kollel Fellowship fund at Nishmat: The Jeanie Schottenstein center for advanced torah studies for women | $150,000 | |||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | ||||||||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | Clinical Legal Education Center - Support for Multiculturalism and diversity | $36,000 | |||||
| ARTADIA FUND FOR ART & DIALOGUE | ||||||||||||
| 45 MAIN ST SUITE 515 | BROOKLYN | NY | 11201 | N/A | PC | Artadia Awards for Performing Artists | $25,000 | |||||
| ARTISTS COOPERATIVE RESIDENCY AND EXHIBITIONS PROJ | ||||||||||||
| 2439 S OAKLEY AVE | CHICAGO | IL | 60608 | N/A | PC | The Chicago Art Census and Residency Program | $50,000 | |||||
| ASIAN AMERICANS ADVANCING JUSTICE - CHICAGO | ||||||||||||
| 4716 N BROADWAY ST | CHICAGO | IL | 60640 | N/A | PC | General Operating Support | $100,000 | |||||
| ASSOCIATED TALMUD TORAHS OF CHICAGO | ||||||||||||
| 3531 MADISON ST | SKOKIE | IL | 60076 | N/A | PC | REACH Program | $50,000 | |||||
| ASYLUM SEEKER ADVOCACY PROJECT INC | ||||||||||||
| 228 PARK AVE S 84810 | NEW YORK | NY | 10003 | N/A | PC | Advocacy, Communications and Positive Narratives | $100,000 | |||||
| AUDIENCE ARCHITECTS NFP | ||||||||||||
| 205 E RANDOLPH ST | CHICAGO | IL | 60601 | N/A | PC | Research and Development fund for a New User-Friendly Website | $26,000 | |||||
| BADER HILLEL HIGH INC | ||||||||||||
| 6789 N GREEN BAY AVE | GLENDALE | WI | 53209 | N/A | PC | General Operating Support | $36,000 | |||||
| BATSHEVA LEARNING CENTER INC | ||||||||||||
| 737 N FORMOSA AVE | LOS ANGELES | CA | 90046 | N/A | PC | Women's Beis Midrash | $50,000 | |||||
| BIG NFP | ||||||||||||
| 6011 S SAINT LAWRENCE AVE GARD | CHICAGO | IL | 60637 | N/A | PC | BIG Phase l: Integrated Water, Ecology, and Utility hub plan for west woodlawn | $50,000 | |||||
| BLOCK CLUB CHICAGO NFP | ||||||||||||
| 303 WACKER DR 2106 | CHICAGO | IL | 60601 | N/A | PC | Block Club's Performance Arts Events Newsletter fund | $200,000 | |||||
| BRUSHWOOD CENTER AT RYERSON WOODS | ||||||||||||
| 21850 N RIVERWOODS RD | RIVERWOODS | IL | 60015 | N/A | PC | Health, Equity, and Nature Accelerator fund | $5,000 | |||||
| CEDILLE CHICAGO NFP | ||||||||||||
| 4311 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | N/A | PC | Cedille Chicago's recording of Illinois Philharmonic orchestra and anima fund | $50,000 | |||||
| CENTRO ROMERO | ||||||||||||
| 6216 N CLARK ST | CHICAGO | IL | 60660 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| CENTRO ROMERO | ||||||||||||
| 6216 N CLARK ST | CHICAGO | IL | 60660 | N/A | PC | Centro Romero LALAS Project | $100,000 | |||||
| CHEDER LUBAVITCH HEBREW DAY SCHOOL INC | ||||||||||||
| 5201 HOWARD ST | SKOKIE | IL | 60077 | N/A | PC | Equity & Excellence in Education Initiative | $120,000 | |||||
| CHICAGO CHESED FUND INC | ||||||||||||
| 7045 N RIDGEWAY AVE | LINCOLNWOOD | IL | 60712 | N/A | PC | Strategic Plan Implementation - CRM and Feasibility study fund | $115,000 | |||||
| CHICAGO COMMUNITY FOUNDATION | ||||||||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | N/A | PC | Illinois Immigration Funder Collaborative's Special initiatives | $50,000 | |||||
| CHICAGO COMMUNITY FOUNDATION | ||||||||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | N/A | PC | Arts Work Fund for Organization Development - THINk explore share | $150,000 | |||||
| CHICAGO COMMUNITY FOUNDATION | ||||||||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | N/A | PC | Illinois Immigration Funders Collaborative fund | $250,000 | |||||
| CHICAGO HORTICULTURAL SOCIETY | ||||||||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | The grass can be greener project: Exploring lawn alternatives for biodiversity support, climate change resilience, and infrastructure | $100,000 | |||||
| CHICAGO JEWISH DAY SCHOOL | ||||||||||||
| 3730 N CALIFORNIA AVE | CHICAGO | IL | 60618 | N/A | PC | Capital Campaign - Science Lab and Innovation Center | $166,667 | |||||
| CHICAGO PUBLIC MEDIA INC | ||||||||||||
| NAVY PIER 848 EAST GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | Vocalo | $62,500 | |||||
| CHICAGO REFUGEE COALITION | ||||||||||||
| 303 E WACKER DR STE 2108 | CHICAGO | IL | 60601 | N/A | PC | Support for New Arrivals | $36,000 | |||||
| CHICAGO UNITED FOR EQUITY | ||||||||||||
| 355 E OHIO ST UNIT 11396 | CHICAGO | IL | 60611 | N/A | PC | General Operating Support | $40,000 | |||||
| CHINESE AMERICAN SERVICE LEAGUE INC | ||||||||||||
| 2141 S TAN CT | CHICAGO | IL | 60616 | N/A | PC | Support for New Arrivals | $36,000 | |||||
| CITY OF CHICAGO | ||||||||||||
| 121 N LASALLE RM 700 | CHICAGO | IL | 60602 | N/A | GOV | Office of New Americans Fellowship | $80,000 | |||||
| CIVL CHARITY INC | ||||||||||||
| 1617 W COLUMBIA AVE APT 3N | CHICAGO | IL | 60626 | N/A | PC | Elevating Chicago's Performing Arts Ecosystem | $50,000 | |||||
| COMMUNITIES UNITED | ||||||||||||
| 4600 W PALMER ST | CHICAGO | IL | 60639 | N/A | PC | General Operating Support | $50,000 | |||||
| CONSTELLATION PERFORMING ARTS | ||||||||||||
| 2821 N MAPLEWOOD AVE | CHICAGO | IL | 60618 | N/A | PC | Staff Capacity and Production Underwriting Program | $80,000 | |||||
| COURT THEATRE FUND | ||||||||||||
| 5535 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | Establishing an Engagement Division | $100,000 | |||||
| CREATIVE CAPITAL FOUNDATION | ||||||||||||
| 15 MAIDEN LANE 18TH FL | NEW YORK | NY | 10038 | N/A | PC | Career Mapping for Artists: Artist-Driven Engagement strategy | $50,000 | |||||
| CROSSROADS FUND | ||||||||||||
| 3411 W DIVERSEY AVE STE 20 | CHICAGO | IL | 60647 | N/A | PC | Cultivate: Women of Color Leadership fund | $100,000 | |||||
| CROSSROADS FUND | ||||||||||||
| 3411 W DIVERSEY AVE STE 20 | CHICAGO | IL | 60647 | N/A | PC | Solidarity Fund | $50,000 | |||||
| DEPAUL UNIVERSITY | ||||||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PC | Impacts of rapid habitat change: Mammalian diversity and its response to deforestation in a global biodiversity hotspot | $100,000 | |||||
| DEPAUL UNIVERSITY | ||||||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PC | DePaul Asylum and Immigration Legal Clinic - Support for new arrivals | $36,000 | |||||
| DEPAUL UNIVERSITY | ||||||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PC | DePaul Asylum and Immigration Legal Clinic | $78,808 | |||||
| DEPAUL UNIVERSITY | ||||||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PC | Support fund for Evacuated Afghan College Students | $120,000 | |||||
| EIGHTH BLACKBIRD PERFORMING ARTS ASSOCIATION | ||||||||||||
| 4045 N ROCKWELL ST | CHICAGO | IL | 60618 | N/A | PC | 2023 and 2024 Blackbird Creative Lab | $100,000 | |||||
| ELASTIC ARTS FOUNDATION | ||||||||||||
| 3429 W DIVERSEY AVE 208 | CHICAGO | IL | 60647 | N/A | PC | Elastic guaranteed artist support sustainability | $50,000 | |||||
| ENLACE CHICAGO | ||||||||||||
| 2759 S HARDING AVE | CHICAGO | IL | 60623 | N/A | PC | Leadership Development in Little Village | $75,000 | |||||
| ERIE FAMILY HEALTH FOUNDATION INC | ||||||||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | N/A | SO I | Support for New Arrivals | $36,000 | |||||
| ERIE NEIGHBORHOOD HOUSE | ||||||||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | N/A | PC | Erie House Legal Services fund | $90,000 | |||||
| ERIE NEIGHBORHOOD HOUSE | ||||||||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| ETHIOPIAN COMMUNITY ASSOCIATION OF CHICAGO INC | ||||||||||||
| 5800 N LINCOLN AVE STE A | CHICAGO | IL | 60659 | N/A | PC | Immigration Legal Services fund | $60,000 | |||||
| ETZION FOUNDATION INC | ||||||||||||
| 111 GALWAY PL STE 203 | TEANECK | NJ | 07666 | N/A | PC | Consideration and Evaluation of a Women's Shulchan aruch | $39,000 | |||||
| ETZION FOUNDATION INC | ||||||||||||
| 111 GALWAY PL STE 203 | TEANECK | NJ | 07666 | N/A | PC | Midreshet Otot - Academic Level Torah Learning for haredi women at herzog college | $54,000 | |||||
| ETZION FOUNDATION INC | ||||||||||||
| 111 GALWAY PL STE 203 | TEANECK | NJ | 07666 | N/A | PC | Migdal Oz - Kollel Machshava fund | $100,000 | |||||
| ETZION FOUNDATION INC | ||||||||||||
| 111 GALWAY PL STE 203 | TEANECK | NJ | 07666 | N/A | PC | Women's Halachic Writing Fellowship Evaluation and planning | $28,000 | |||||
| EXPERIMENTAL SOUND STUDIO | ||||||||||||
| 5925 N RAVENSWOOD AVE | CHICAGO | IL | 60660 | N/A | PC | Increasing Accessibility & Engagement Through Online initiatives | $100,000 | |||||
| FAITH IN PLACE | ||||||||||||
| 5416 S CORNELL AVE | CHICAGO | IL | 60615 | N/A | PC | Metro Chicago Eco-Ambassadors Youth Program | $90,000 | |||||
| FIELD MUSEUM OF NATURAL HISTORY | ||||||||||||
| 1400 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | N/A | PC | Magnifying Conservation Impact and Biodiversity Understanding in the guiana shield | $383,686 | |||||
| FIELD MUSEUM OF NATURAL HISTORY | ||||||||||||
| 1400 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | N/A | PC | Small Mammal and Pathogen Diversity in South Side parks in Chicago: implications for human health and wellbeing | $100,000 | |||||
| FIELD MUSEUM OF NATURAL HISTORY | ||||||||||||
| 1400 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | N/A | PC | Understanding Chicagoland's Changing Conservation landscape: resurveys for reptiles | $100,000 | |||||
| FIELD MUSEUM OF NATURAL HISTORY | ||||||||||||
| 1400 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | N/A | PC | Documenting Diversity Amidst a Mass Extinction: Generating a conservation framework for the flora of hispaniola | $100,000 | |||||
| FIELD MUSEUM OF NATURAL HISTORY | ||||||||||||
| 1400 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | N/A | PC | DNA Barcoding for Conservation: Science, Training, and innovation to preserve the tree of life | $350,518 | |||||
| FOREFRONT | ||||||||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | Fresh Taste - Illinois Regenerative Agriculture Initiative | $150,000 | |||||
| FOREFRONT | ||||||||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | Fresh Taste - Chicago Region Food System Fund | $200,000 | |||||
| FRIENDS OF JERUSALEM COLLEGE OF TECHNOLOGY LTD | ||||||||||||
| 445 CENTRAL AVE UNIT 307 | CEDARHURST | NY | 11516 | N/A | PC | Israel Emergency Response fund | $36,000 | |||||
| HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS | ||||||||||||
| 208 S LASALLE ST STE 1300 | CHICAGO | IL | 60604 | N/A | PC | National Immigrant Justice Center Strengthening Legal services for chicago immigrants | $350,000 | |||||
| HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS | ||||||||||||
| 208 S LASALLE ST STE 1300 | CHICAGO | IL | 60604 | N/A | PC | National Immigrant Justice Center - Support for New arrivals | $36,000 | |||||
| HERITAGE RUSSIAN JEWISH CONGREGATION | ||||||||||||
| 2941 W TOUHY AVE | CHICAGO | IL | 60645 | N/A | PC | Capital Campaign | $180,000 | |||||
| HINDA INSTITUTE | ||||||||||||
| 9401 MARGAIL AVE | DES PLAINES | IL | 60016 | N/A | PC | Hinda Institute Reentry Program | $65,000 | |||||
| HISPANIC AMERICAN COMMUNITY EDUCATION AND SERVICES | ||||||||||||
| 820 GREENWOOD AVE | WAUKEGAN | IL | 60087 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| IFF | ||||||||||||
| 333 S WABASH AVE STE 2800 | CHICAGO | IL | 60604 | N/A | PC | America's Cultural Treasures Chicago | $250,000 | |||||
| ILLINOIS ARTS ALLIANCE | ||||||||||||
| 200 W MADISON ST 3RD FL | CHICAGO | IL | 60606 | N/A | PC | Center for Creative Entrepreneurship | $75,000 | |||||
| ILLINOIS ARTS ALLIANCE | ||||||||||||
| 200 W MADISON ST 3RD FL | CHICAGO | IL | 60606 | N/A | PC | Communications Capacity Building fund | $100,000 | |||||
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT | ||||||||||||
| 55 E JACKSON BLVD STE 2075 | CHICAGO | IL | 60604 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT | ||||||||||||
| 55 E JACKSON BLVD STE 2075 | CHICAGO | IL | 60604 | N/A | PC | Organizing Institute | $72,000 | |||||
| ILLINOIS COMMUNITY FOR DISPLACED IMMIGRANTS | ||||||||||||
| 303 E WACKER DR STE 2108 | CHICAGO | IL | 60601 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| ILLINOIS ENVIRONMENTAL COUNCIL EDUCATION FUND | ||||||||||||
| 520 E CAPITOL AVE | SPRINGFIELD | IL | 62701 | N/A | PC | Chicago Conservation Leadership fund | $100,000 | |||||
| ILLINOIS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 3424 SOUTH STATE ST TC-4TH FL | CHICAGO | IL | 60616 | N/A | PC | Leveraging the exposome and patient sensor data to enhance personalized diabetes care across diverse communities | $90,000 | |||||
| ILLINOIS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 3424 SOUTH STATE ST TC-4TH FL | CHICAGO | IL | 60616 | N/A | PC | LiV: Enabling Measurement in Place | $360,000 | |||||
| ILLINOIS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 3424 SOUTH STATE ST TC-4TH FL | CHICAGO | IL | 60616 | N/A | PC | Generation of human neural stem cells to model reprogramming human neurons | $90,000 | |||||
| IMMIGRANT JUSTICE CORPS INC | ||||||||||||
| 17 BATTERY PL STE 1234 | NEW YORK | NY | 10004 | N/A | PC | Immigration Representation - Capacity Building fund | $200,000 | |||||
| INSTITUTE FOR LATINO PROGRESS | ||||||||||||
| 2520 S WESTERN AVE | CHICAGO | IL | 60608 | N/A | PC | Instituto del Progreso Latino Immigration Legal Assistance | $100,000 | |||||
| INSTITUTE FOR LATINO PROGRESS | ||||||||||||
| 2520 S WESTERN AVE | CHICAGO | IL | 60608 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| JAZZ INSTITUTE OF CHICAGO INC | ||||||||||||
| 410 S MICHIGAN AVE STE 500 | CHICAGO | IL | 60605 | N/A | PC | Technical Capacity Building fund | $50,000 | |||||
| JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL | ||||||||||||
| 633 3RD AVE 21ST FL | NEW YORK | NY | 10017 | N/A | PC | Chicagoland Retreat fund | $10,000 | |||||
| JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL | ||||||||||||
| 633 3RD AVE 21ST FL | NEW YORK | NY | 10017 | N/A | PC | Project Falcon | $118,000 | |||||
| JEWISH CHILD AND FAMILY SERVICES | ||||||||||||
| 230 W MONROE ST STE 1100 | CHICAGO | IL | 60606 | N/A | PC | HIAS Immigration & Citizenship fund | $75,000 | |||||
| JEWISH FEDERATION OF METROPOLITAN CHICAGO | ||||||||||||
| 30 SOUTH WELLS ST | CHICAGO | IL | 60606 | N/A | PC | Live Secure Chicago | $180,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 W 30TH ST RM 900 | NEW YORK | NY | 10001 | N/A | PC | General & unrestricted | $18,000 | |||||
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | Fuente Latina Inc. - Israel Media Support fund within the hispanic community | $36,000 | |||||
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | The American Friends of Beit Issie Shapiro, Inc. - israel emergency response fund | $18,000 | |||||
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | Israel Emergency Response fund | $141,000 | |||||
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | HIAS Inc. - Israel Emergency Response fund | $18,000 | |||||
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | General & unrestricted | $75,000 | |||||
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | American Committee for Shaare Zedek Hospital in Jerusalem inc. - israel emergency response fund | $18,000 | |||||
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | American Friends of Latet Humanitarian Aid Inc - Israel emergency response fund | $36,000 | |||||
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | American Friends of Leket Israel, Inc. - Israel Emergency response fund | $18,000 | |||||
| JEWISH WOMAN ENTREPRENEUR | ||||||||||||
| 5661 BROOKFIELD CIR E | HOLLYWOOD | FL | 33312 | N/A | PC | General Operating Support | $50,000 | |||||
| JOAN DACHS BAIS YAAKOV ELEMENTARY SCHOOL-YESHIVAS | ||||||||||||
| 6122 N CALIFORNIA AVE | CHICAGO | IL | 60659 | N/A | PC | General Operating Support | $250,000 | |||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||||
| 3400 N CHURCH ST | BALTIMORE | MD | 21218 | N/A | PC | The Walder Foundation Distinguished Professorship fund in the department of biochemistry and molecular biology | $250,000 | |||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||||
| 3400 N CHURCH ST | BALTIMORE | MD | 21218 | N/A | PC | Research Activities of Dr. Scott Bailey's Laboratory | $200,000 | |||||
| JUMPSTART LABS | ||||||||||||
| 2801 OCEAN PARK BLVD 348 | SANTA MONICA | CA | 90405 | N/A | PC | Jewish Free Loan Chicago, including Evaluation Efforts | $15,000 | |||||
| JUSTICE IN MOTION INC | ||||||||||||
| PO BOX 160128 | BROOKLYN | NY | 11216 | N/A | PC | Justice in Motion Chicago Partnerships | $100,000 | |||||
| KEREN HAYESHIVOT TRUST | ||||||||||||
| 1954 E 5TH ST | BROOKLYN | NY | 11223 | N/A | PC | Maintenance fund of Walder Room at Eretz Chemda | $55,000 | |||||
| KEREN HAYESHIVOT TRUST | ||||||||||||
| 1954 E 5TH ST | BROOKLYN | NY | 11223 | N/A | PC | Eretz Chemda Program | $100,000 | |||||
| KESHET | ||||||||||||
| 610 ACADEMY DR | NORTHBROOK | IL | 60062 | N/A | PC | Adult Employment Program | $120,000 | |||||
| LATIN WOMEN IN ACTION | ||||||||||||
| 2124 W 21ST PL | CHICAGO | IL | 60608 | N/A | PC | General Operating Support | $75,000 | |||||
| LATINO POLICY FORUM | ||||||||||||
| 180 N MICHIGAN AVE 1250 | CHICAGO | IL | 60601 | N/A | PC | General Operating Support | $100,000 | |||||
| LATINO POLICY FORUM | ||||||||||||
| 180 N MICHIGAN AVE 1250 | CHICAGO | IL | 60601 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| LATINOS PROGRESANDO | ||||||||||||
| 2724 W CERMAK RD | CHICAGO | IL | 60608 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| LIBENU | ||||||||||||
| 8052 MONTICELLO AVE STE 203 | SKOKIE | IL | 60076 | N/A | PC | General Operating Support, Lev Respite, and Residential facilities | $120,000 | |||||
| LINCOLN PARK ZOOLOGICAL SOCIETY | ||||||||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | N/A | PC | Global expansion of Chicago-led urban biodiversity research and conservation network | $282,640 | |||||
| LINCOLN PARK ZOOLOGICAL SOCIETY | ||||||||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | N/A | PC | Maximizing the health and biodiversity benefits of chicago's community gardens | $100,000 | |||||
| LOYOLA UNIVERSITY OF CHICAGO | ||||||||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | N/A | PC | Harnessing native plant microbiomes to enhance the restoration of biodiversity in the chicago region | $100,000 | |||||
| LUBAVITCH GIRLS HIGH SCHOOL INC | ||||||||||||
| 6350 N WHIPPLE ST | CHICAGO | IL | 60659 | N/A | PC | Capital Expenses fund for Construction of a New School building | $2,000,000 | |||||
| LUBAVITCH MESIVTA OF CHICAGO | ||||||||||||
| 2756 W MORSE AVE | CHICAGO | IL | 60645 | N/A | PC | Every Student a Success | $45,000 | |||||
| MACHON INC | ||||||||||||
| 3702 FORDS LN | BALTIMORE | MD | 21215 | N/A | PC | General Operating Support | $154,000 | |||||
| MANO A MANO FAMILY RESOURCE CENTER | ||||||||||||
| 6 E MAIN ST | ROUND LAKE PK | IL | 60073 | N/A | PC | Liderazgo | $50,000 | |||||
| MAP FUND INC | ||||||||||||
| 228 PARK AVE S PMB 30006 | NEW YORK | NY | 10003 | N/A | PC | MAP Fund Core Grant and SPA Program for Chicago-Based artists | $125,000 | |||||
| MERCAZ BETH JACOB IN ERETZ YISROEL | ||||||||||||
| 1859 48TH ST | BROOKLYN | NY | 11204 | N/A | PC | Safety Program Against Injury and Abuse | $100,000 | |||||
| MERKOS LINYONEI CHINUCH LUBAVITCH CHABAD OF ILLINO | ||||||||||||
| 2833 W HOWARD ST | CHICAGO | IL | 60645 | N/A | PC | Mental Health Leadership Training 2.0 fund | $32,118 | |||||
| MESIVTA SHAAREI ADIRIM | ||||||||||||
| 5130 TOUHY AVE | SKOKIE | IL | 60077 | N/A | PC | General Operating Support | $200,000 | |||||
| MORTON ARBORETUM | ||||||||||||
| 4100 ILLINOIS RTE 53 | LISLE | IL | 60532 | N/A | PC | Chicago Region Trees Initiative Urban Forest Corporate sustainability partnership program | $150,000 | |||||
| MORTON ARBORETUM | ||||||||||||
| 4100 ILLINOIS RTE 53 | LISLE | IL | 60532 | N/A | PC | The consequences of burn pile scars for oak ecosystem biodiversity | $100,000 | |||||
| NATIONAL ASSOCIATION OF LATINO ARTS & CULTURE | ||||||||||||
| 1208 BUENA VISTA ST | SAN ANTONIO | TX | 78207 | N/A | PC | NALAC Fund for the Arts in Chicago | $250,000 | |||||
| NATIONAL FISH AND WILDLIFE FOUNDATION | ||||||||||||
| 1133 FIFTEENTH ST NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | Chi-Cal Rivers Fund | $180,000 | |||||
| NATIONAL IMMIGRATION LITIGATION ALLIANCE INC | ||||||||||||
| 10 GRIGGS TER | BROOKLINE | MA | 02446 | N/A | PC | General Operating Support for Core Programs | $20,000 | |||||
| NATIONAL PERFORMANCE NETWORK INC | ||||||||||||
| PO BOX 56698 | NEW ORLEANS | LA | 70156 | N/A | PC | NPN Conference: Celebrating Chicago fund | $100,000 | |||||
| NEO PHILANTHROPY INC | ||||||||||||
| 1001 AVE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10018 | N/A | PC | Four Freedoms Fund | $250,000 | |||||
| NEW MUSIC USA INC | ||||||||||||
| 114 JOHN ST 998 | NEW YORK | NY | 10038 | N/A | PC | Chicago New Music Capacity Building fund | $250,000 | |||||
| NISSA FOUNDATION NFP | ||||||||||||
| 2930 W LUNT AVE | CHICAGO | IL | 60645 | N/A | SO II | Revenue Modeling and Board Development funds | $17,500 | |||||
| NORTH SUBURBAN LEGAL AID CLINIC | ||||||||||||
| 491 LAUREL AVE | HIGHLAND PARK | IL | 60035 | N/A | PC | Immigrant and Refugee Legal Aid Services fund | $50,000 | |||||
| NORTH SUBURBAN LEGAL AID CLINIC | ||||||||||||
| 491 LAUREL AVE | HIGHLAND PARK | IL | 60035 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| NORTHERN ILLINOIS JUSTICE FOR OUR NEIGHBORS | ||||||||||||
| 77 W WASHINGTON ST STE 812 | CHICAGO | IL | 60602 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| NORTHERN ILLINOIS JUSTICE FOR OUR NEIGHBORS | ||||||||||||
| 77 W WASHINGTON ST STE 812 | CHICAGO | IL | 60602 | N/A | PC | Immigration Legal Services fund | $100,000 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 60208 | N/A | PC | Assessment of how individual- vs. city-level epidemiology data collection impacts health equity | $90,000 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 60208 | N/A | PC | LiV: Enabling Measurement in Place | $90,000 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 60208 | N/A | PC | Chicago Biomedical Consortium fund BIPOC in biotech | $5,000 | |||||
| NUCLEATE BIO INC | ||||||||||||
| 88 GORDON ST APT 401 | BRIGHTON | MA | 02135 | N/A | PC | Chicago Chapter | $36,000 | |||||
| NUCLEATE BIO INC | ||||||||||||
| 88 GORDON ST APT 401 | BRIGHTON | MA | 02135 | N/A | PC | Nucleate Israel | $36,000 | |||||
| OHR TORAH STONE INSTITUTIONS OF ISRAEL | ||||||||||||
| 49 W 45TH ST STE 701 | NEW YORK | NY | 10036 | N/A | PC | Yad La'isha: The Monica Dennis Goldberg Legal Aid center & hotline | $40,000 | |||||
| OHR TORAH STONE INSTITUTIONS OF ISRAEL | ||||||||||||
| 49 W 45TH ST STE 701 | NEW YORK | NY | 10036 | N/A | PC | International Halakha Scholarship fund | $120,000 | |||||
| OHR TORAH STONE INSTITUTIONS OF ISRAEL | ||||||||||||
| 49 W 45TH ST STE 701 | NEW YORK | NY | 10036 | N/A | PC | The Susi Bradfield Women's Institute of Halakhic Leadership (WIHL) | $25,000 | |||||
| OHR TORAH STONE INSTITUTIONS OF ISRAEL | ||||||||||||
| 49 W 45TH ST STE 701 | NEW YORK | NY | 10036 | N/A | PC | Mental Health Support fund | $18,000 | |||||
| OPENDOR MEDIA INC | ||||||||||||
| 11110 W OAKLAND PARK BLVD STE 288 | SUNRISE | FL | 33351 | N/A | PC | General Operating Support | $120,000 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | Hadran - Talmud for Young Women | $27,000 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | Israel Center on Addiction - Israel Emergency Response fund | $75,000 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | ATIDA - Hadasim | $98,000 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | LeShem Mifalim Hinuchiim - Mental Health Training fund | $25,000 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | Keshet DAF IL - Hostage and Missing Families Forum fund | $54,000 | |||||
| PENIMI INC | ||||||||||||
| 1266 56TH ST | BROOKLYN | NY | 11219 | N/A | PC | Link Up Nook: Penimi Division for Young Adults | $36,000 | |||||
| PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC | ||||||||||||
| 254 WEST 54TH ST 11TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | Orthodox Women in Day School Leadership fund | $100,000 | |||||
| RAVENSWOOD BUDLONG HEBR CONG | ||||||||||||
| 2743 HOLLYWOOD BLVD | HOLLYWOOD | FL | 33020 | N/A | PC | Debt Relief and the Operations Director Position funds | $260,000 | |||||
| READER INSTITUTE FOR COMMUNITY JOURNALISM INC | ||||||||||||
| 2930 S MICHIGAN AVE STE 102 | CHICAGO | IL | 60616 | N/A | PC | Developing diverse Arts & Culture journalists to create diverse coverage and a sustainable arts ecosystem | $100,000 | |||||
| REFUGEE COUNCIL USA | ||||||||||||
| 1015 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | Planning fund for Chicago Area Module of the Refugee leadership training consortium | $38,750 | |||||
| REFUGEEONE | ||||||||||||
| 6008 N CALIFORNIA AVE | CHICAGO | IL | 60659 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| RELIEF RESOURCES INC | ||||||||||||
| 5904 13TH AVE | BROOKLYN | NY | 11219 | N/A | PC | Relief Global Midwest Division | $200,000 | |||||
| RESEARCH CORPORATION | ||||||||||||
| 4703 E CAMP LOWELL DR STE 201 | TUCSON | AZ | 85712 | N/A | EOF | Scialog fund to Support Chicago-Area Fellows research | $300,000 | |||||
| ROMAN SUSAN ART FOUNDATION NFP | ||||||||||||
| 1224 W LOYOLA AVE | CHICAGO | IL | 60626 | N/A | PC | Performance Response Journal Programming fund | $25,000 | |||||
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | N/A | PC | Assessment of how individual- vs. city-level epidemiology data collection impacts health equity | $90,000 | |||||
| SEFARIA INC | ||||||||||||
| 228 PARK AVE S 79262 | NEW YORK | NY | 10003 | N/A | PC | The Author Initiative and General Operating Support | $120,000 | |||||
| SHLUCHIM OFFICE INTERNATIONAL | ||||||||||||
| 816 EASTERN PKWY | BROOKLYN | NY | 11213 | N/A | PC | Chabad Early Childhood | $90,000 | |||||
| SHRIVER CENTER ON POVERTY LAW | ||||||||||||
| 67 E MADISON ST STE 2000 | CHICAGO | IL | 60603 | N/A | PC | Migration and Immigrant Communities | $250,000 | |||||
| SINAI HEALTH SYSTEM | ||||||||||||
| CALIFORNIA AVE AT 15TH ST | CHICAGO | IL | 60608 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| SIXTY INCHES FROM CENTER | ||||||||||||
| 436 E 47TH ST | CHICAGO | IL | 60653 | N/A | PC | The Sixty Artist Roster + Performing Arts Editorial deepening | $100,000 | |||||
| SOULU | ||||||||||||
| 3557 W PETERSON AVE STE 122 | CHICAGO | IL | 60659 | N/A | PC | Organizational retreat and General Operating Support | $100,000 | |||||
| SOUTHWEST ORGANIZING PROJECT | ||||||||||||
| 2558 W 63RD ST | CHICAGO | IL | 60629 | N/A | PC | Building Leadership for Public Life | $75,000 | |||||
| SPANISH COMMUNITY CENTER | ||||||||||||
| 309 N EASTERN AVE | JOLIET | IL | 60432 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSH | ||||||||||||
| 610 S MICHIGAN AVE | CHICAGO | IL | 60605 | N/A | PC | Leadership Certificate in Combating Antisemitism | $75,000 | |||||
| STEPPENWOLF THEATRE CO | ||||||||||||
| 1700 N HALSTED ST | CHICAGO | IL | 60614 | N/A | PC | Steppenwolf's LookOut Series | $150,000 | |||||
| SYRIAN COMMUNITY NETWORK INC | ||||||||||||
| 5439 N BROADWAY ST STE 1 | CHICAGO | IL | 60640 | N/A | PC | SCN Immigration Legal Services fund | $60,000 | |||||
| THE AMERICAN FRIENDS OF MIGDAL OHR | ||||||||||||
| 1325 AVE OF THE AMERICAS FL 28 | NEW YORK | NY | 10019 | N/A | PC | Israel Emergency Response fund | $25,000 | |||||
| THE ARK | ||||||||||||
| 3RD FL 3500 WEST PETERSON AVE | CHICAGO | IL | 60659 | N/A | PC | Capital Support | $180,000 | |||||
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI | ||||||||||||
| 352 HENRY ADMINISTRATION BLDG | URBANA | IL | 61801 | N/A | PC | Development of an infectious disease surveillance program to support the conservation of Chicagoland turtle communities | $100,000 | |||||
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI | ||||||||||||
| 352 HENRY ADMINISTRATION BLDG | URBANA | IL | 61801 | N/A | PC | Leveraging the exposome and patient sensor data to enhance personalized diabetes care across diverse communities | $90,000 | |||||
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI | ||||||||||||
| 352 HENRY ADMINISTRATION BLDG | URBANA | IL | 61801 | N/A | PC | Leveraging the exposome and patient sensor data to enhance personalized diabetes care across diverse communities | $90,000 | |||||
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI | ||||||||||||
| 352 HENRY ADMINISTRATION BLDG | URBANA | IL | 61801 | N/A | PC | Assessment of how individual- vs. city-level epidemiology data collection impacts health equity | $90,000 | |||||
| THE JERUSALEM COLLEGE OF TECHNOLOGY | ||||||||||||
| N/A | PC | Tal Campus Bioinformatics Department and Conference center | $240,000 | HAVAAD HALEUMI 21 | JERUSALEM | GIVAT MORDECHAI | IS | 91160 | ||||
| THE NATIONAL ASSOCIATION OF SYSTEM HEADS | ||||||||||||
| 1750 16TH ST NW STE 31 | WASHINGTON | DC | 20009 | N/A | PC | Ukrainian Educational Hubs | $54,000 | |||||
| THE SARA TUGMAN BAIS CHABAD TORAH CENTER OF WEST B | ||||||||||||
| 5595 W MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | N/A | PC | Mikvah Renovation Project | $90,000 | |||||
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | GOV | Center for Media Engagement - Understanding Migration narratives in chicago | $50,000 | |||||
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | ||||||||||||
| 2245 S MICHIGAN AVE 301 | CHICAGO | IL | 60616 | N/A | PC | Young Center Chicago Child Advocate Program | $100,000 | |||||
| THEATRE COMMUNICATIONS GROUP INC | ||||||||||||
| 520 8TH AVENUE STE 2000 | NEW YORK | NY | 10018 | N/A | PC | American Theatre Magazine: Chicago Strategy | $150,000 | |||||
| UNITED AFRICAN ORGANIZATION INC | ||||||||||||
| 6042 S INDIANA AVE | CHICAGO | IL | 60637 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| UNITED STATES ARTISTS INC | ||||||||||||
| 200 W MADISON ST FL 3 | CHICAGO | IL | 60606 | N/A | PC | USA Fellowship fund | $125,000 | |||||
| UNITED STATES ENDOWMENT FOR FORESTRY AND COMMUNITI | ||||||||||||
| 10 S ACADEMY ST STE 101 | GREENVILLE | SC | 29601 | N/A | PC | Quantified Ventures Chicagoland SRF Watershed Coordinator | $106,250 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | 2024 and 2025 Civic Leadership Academy | $50,000 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | Harnessing fruit bat conservation to combat zoonotic risk in madagaskar | $100,000 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | Chicago Black Dance Legacy Project | $250,000 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | Green Line Performing Arts Center | $100,000 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | 2023 Civic Leadership Academy | $50,000 | |||||
| UNIVERSITY OF GUELPH | ||||||||||||
| N/A | PC | BIOALFA: ADVANCING KNOWLEDGE OF COSTA RICAN BIODIVersity through dna barcodes | $333,000 | 50 STONE RD EAST | GUELPH | ONTARIO | CA | N1G 2W1 | ||||
| VERA INSTITUTE OF JUSTICE INC | ||||||||||||
| 34 35TH ST 42A | BROOKLYN | NY | 11232 | N/A | PC | Evaluation of Legal Representation in the Chicago immigration court | $100,000 | |||||
| WELCOMING AMERICA INC | ||||||||||||
| 315 W PONCE DE LEON AVE STE 500 | DECATUR | GA | 30030 | N/A | PC | General Operating Support | $150,000 | |||||
| WINDOW TO THE WORLD | ||||||||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | N/A | PC | WFMT Audience Development Programming | $100,000 | |||||
| WINDWARD FUND | ||||||||||||
| 1828 L ST NW SUITE 300-C | WASHINGTON | DC | 20036 | N/A | PC | Daybreak Fund: Natural Climate Solutions for Lake michigan | $50,000 | |||||
| WORLD RELIEF CORPORATION OF NATIONAL ASSOCIATION O | ||||||||||||
| PO BOX 96479 | WASHINGTON | DC | 20077 | N/A | PC | Immigration Legal Services Asylum Clinic | $100,000 | |||||
| WORLD RELIEF CORPORATION OF NATIONAL ASSOCIATION O | ||||||||||||
| PO BOX 96479 | WASHINGTON | DC | 20077 | N/A | PC | Support fund for New Arrivals | $36,000 | |||||
| YESHIVA SHEARIS YISROEL-VEITZENER CHEDER INC | ||||||||||||
| 2828 W PRATT BLVD | CHICAGO | IL | 60645 | N/A | PC | Mortgage Reduction Funds | $360,000 | |||||
| YESHIVA UNIVERSITY | ||||||||||||
| 2495 AMSTERDAM AVE | NEW YORK | NY | 10033 | N/A | PC | Advancing Women's Learning and Leadership: THE GRADUATE PROGRAM FOR ADVANCED TALMUDIC STUDIES (GPATS) | $200,000 | |||||
| YESHIVATH ACHEI TMIMIM OF PITTSBURGH | ||||||||||||
| 2100 WIGHTMAN ST | PITTSBURGH | PA | 15217 | N/A | PC | Capital Support | $200,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,496,937 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,258 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,508 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $275,928 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,045,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $50,952 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $562,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| CLASS ACTION LAWSUIT PROCEEDS | 525990 | $77 | 14 | $845 |
| Federal Tax Refund | 01 | $3,883 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $348,215 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,874,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,223,149 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Kate Coughlin |
| * KATE COUGHLIN, TREASURER OF THE WALDER FOUNDATION (THE "FOUNDATION) IS A CHIEF FINANCIAL OFFICER AT THE ADMINISTRATIVE FIRM OF WALDER GROUP LLC, A DISQUALIFIED PERSON WHICH PROVIDES PROFESSIONAL SERVICES TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31, 2023 THE FOUNDATION PAID $93,988 FOR PROFESSIONAL SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 13. SUCH ADMINISTRATIVE FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| Jeffrey L Sweet |
| * JEFFREY L SWEET, VP OF THE WALDER FOUNDATION (THE "FOUNDATION"), IS DIRECTOR OF FINANCE AT THE ADMINISTRATIVE FIRM OF WALDER GROUP LLC, A DISQUALIFIED PERSON WHICH PROVIDES PROFESSIONAL SERVICES TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31,2023, THE FOUNDATION PAID $36,371 FOR PROFESSIONAL SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 13. SUCH ADMINISTRATIVE FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| REFRIGERATORS | 2020-02-21 | $11,404 | $4,616 | SL | 7 | $1,629 | $0 |
| LEASEHOLD IMPRVMTS | 2019-07-01 | $1,031,324 | $341,067 | SL | 10 | $97,447 | $0 |
| WEBSITE DEVELOPMNT | 2019-11-30 | $81,945 | $50,537 | SL | 5 | $16,390 | $0 |
| OFFICE FURNITURE | 2019-07-01 | $5,000 | $2,500 | SL | 7 | ||
| OFFICE FURNITURE | 2019-07-01 | $345,535 | $172,759 | SL | 7 | $49,359 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (89 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 3.200% - 11/21/20 | $358,506 | $299,504 |
| ABBVIE INC SER B - 2.600% - 11 | $289,263 | $293,055 |
| AERCAP IRELAND CAPITAL DESIGN | $168,178 | $178,230 |
| ALEXANDRIA REAL ESTATE - 4.900 | $197,961 | $155,445 |
| AMERICAN ELEC PWR INC - 1.000% | $309,771 | $292,445 |
| AMERICAN HONDA FIN CORP - 1.20 | $324,661 | $312,763 |
| AMERICAN TOWER CORP - 1.600% - | $36,070 | $33,284 |
| AMERICAN TOWER CORP - 3.125% - | $133,593 | $118,219 |
| AMGEN INC - 2.200% - 02/21/202 | $341,590 | $307,051 |
| AMPHENOL CORP - 2.800% - 02/15 | $199,420 | $205,183 |
| ANHEUSER BUSCH - 4.750% - 01/2 | $402,877 | $335,423 |
| ANTHEM INC NOTE - 3.650% - 12/ | $224,393 | $217,940 |
| APTIV PLC / APTIV CORP - 3.250 | $198,571 | $203,602 |
| ASIAN DEVELOPMENT BANK - 3.875 | $138,604 | $147,046 |
| ASIAN DEVELOPMENT BANK ADB MTN | $50,559 | $49,559 |
| ASTRAZENECA FINANCE LLC NOTE - | $284,911 | $285,717 |
| AT&T INC - 4.300% - 02/15/2030 | $281,465 | $289,316 |
| AT&T INC - 4.350% - 03/01/2029 | $186,284 | $197,562 |
| BANK NOVA SCOTIA HALIFAX SER I | $305,088 | $293,330 |
| BHP BILLITON FIN - 4.750% - 02 | $281,890 | $283,130 |
| BIO RAD LABS - 3.700% - 03/15/ | $192,187 | $198,980 |
| BK OF AMERICA CORP SER N MTN - | $542,386 | $456,762 |
| BNY MELLONC ORP SER J - 4.410% | $423,713 | $417,597 |
| BOSTON PPTYS LTD PARTNERSHIP N | $147,899 | $134,549 |
| CANADIAN PAC RY CO - 1.750% - | $140,650 | $142,990 |
| CARRIER GLOBAL CORP - 2.242% - | $319,041 | $313,046 |
| CITIGROUP INC - 3.200% - 10/21 | $552,835 | $563,031 |
| CITIZENS BK - 6.064% - 10/24/2 | $258,323 | $260,488 |
| CNH EQUIP TR - 5.900% - 02/16/ | $174,995 | $176,072 |
| COMCAST CORP - 3.150% - 03/01/ | $380,708 | $388,449 |
| CONSOLIDATED EDISON CO N Y INC | $148,355 | $149,345 |
| COUNCIL EUROPE DEV BK NOTE - 3 | $578,169 | $571,506 |
| CROWN CASTLE INTL - 3.300% - 0 | $197,426 | $197,513 |
| CVS CAREMARK CORP NOTE - 4.300 | $326,217 | $275,577 |
| DEERE JOHN CAPITAL CORP MTN - | $423,524 | $427,200 |
| DISNEY WALT CO - 2.000% - 09/0 | $451,339 | $412,760 |
| DTE ELEC CO - 2.250% - 03/01/2 | $401,546 | $333,847 |
| EASTMAN CHEMICAL - 4.500% - 12 | $184,930 | $156,465 |
| ENBRIDGE - 2.500% - 08/01/2033 | $235,971 | $188,539 |
| EQUINIX INC - 2.900% - 11/18/2 | $149,366 | $131,197 |
| EQUINIX INC NOTE CALL MAKE WHO | $300,677 | $308,095 |
| EUROPEAN INVESTMENT BANK - 3.2 | $349,738 | $349,450 |
| EVERSOURCE ENERGY - 1.650% - 0 | $348,740 | $300,586 |
| FORD CREDIT AUTO SER - 6.170% | $124,989 | $125,531 |
| FORTIS INC. SER. B - 3.055% - | $202,485 | $203,760 |
| GENERAL MLS INC - 4.200% - 04/ | $194,806 | $179,247 |
| GOLDMAN SACHS GROUP - 3.500% - | $261,845 | $240,833 |
| HSBC HOLDINGS PLC - 6.254% - 0 | $206,769 | $218,326 |
| INTEL CORP - 2.450% - 11/15/20 | $400,050 | $351,391 |
| INTERNATIONAL BK FOR RECON & D | $743,423 | $760,022 |
| JOHN DEER CAPITAL - 5.590% - 0 | $435,017 | $435,250 |
| JP MORGAN CHASE - 2.580% - 04/ | $501,176 | $422,869 |
| KREDITANSTALT FUR WIEDERAFBAU | $1,044,669 | $1,058,641 |
| LINCOLN NATL CORP - 3.050% - 0 | $205,358 | $168,064 |
| MARVELL - 5.950% - 09/15/2033 | $294,380 | $308,283 |
| MEDTRONIC GLOBAL HLDGS S C A N | $282,854 | $281,089 |
| MICRON TECHNOLOGY INC NOTE - 6 | $99,973 | $102,775 |
| MITSUBISHI UFJ FIN - 2.309% - | $250,845 | $207,796 |
| MORGAN STANLEY - 0.864% - 10/2 | $310,037 | $302,614 |
| MORGAN STANLEY SER I MTN - 6.3 | $275,332 | $280,858 |
| NEXTERA ENERGY CAP HLDGS INC B | $290,912 | $280,627 |
| NORTHROP GRUMMAN CORP - 3.250% | $282,273 | $286,797 |
| PERKINELMER INC - 2.250% - 09/ | $240,767 | $246,376 |
| PNC BANK - 3.250% - 06/01/2025 | $499,565 | $486,379 |
| PNC FINL - 6.875% - 10/20/2034 | $200,023 | $200,200 |
| PROGRESSIVE CORP NOTE - 3.000% | $304,870 | $290,451 |
| PUBLIC SERVICE ENTERPRIS - 2.8 | $362,205 | $345,501 |
| ROPER TECHNOLOGIES INC - 1.750 | $150,053 | $156,803 |
| ROYAL BK CDA SER H - 1.150% - | $324,354 | $312,808 |
| SEMPRA ENERGY NOTE 3.4% 02/01/ | $300,948 | $286,159 |
| SHELL INT'L FINANCE - 2.875% - | $477,775 | $481,461 |
| SIMON PPTY GROUP LP - 2.000% - | $465,681 | $459,280 |
| SPRINT CAP CORP NT - 8.750% - | $295,074 | $302,462 |
| STARBUCKS - 3.500% - 03/01/202 | $132,428 | $115,519 |
| STATE STR CORP NOTE - 2.354% - | $509,419 | $487,431 |
| SUMITOMO MITSUI FIN GRP INC NO | $225,088 | $197,098 |
| TAPESTREY INC - 7.350% - 11/27 | $197,107 | $205,814 |
| TD BANK MTN - 5.264% - 12/11/2 | $196,012 | $198,471 |
| TORONTO DOMINION BANK - 5.103% | $415,000 | $417,991 |
| TOTAL CAPITAL - 3.455% - 02/19 | $368,755 | $347,532 |
| TRIMBLE INC NOTE - 6.100% - 03 | $287,771 | $304,825 |
| UNIFORM MBS - 2.000% - 03/01/2 | $354,200 | $366,342 |
| UNIFORM MBS - 2.000% - 09/01/2 | $144,601 | $145,225 |
| UNITED PARCEL SERVICE - 3.400% | $271,873 | $241,860 |
| UNITEDHEALTH GROUP INC - 3.750 | $576,273 | $517,501 |
| VERIZON - 1.500% - 09/18/2030 | $345,191 | $288,813 |
| VERIZON MASTER TR SER 2021-1 - | $106,361 | $107,821 |
| VERIZON MASTER TR SER 2022-7 C | $232,959 | $232,994 |
| XYLEM INC NOTE CALL MAKE WHOLE | $197,663 | $201,552 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIA GROUP LTD ADR | $180,075 | $133,618 |
| ALIBABA GROUP HOLDING LTD | $639,384 | $209,044 |
| AMETEK INC | $515,888 | $593,604 |
| BILL COM HOLDINGS | $333,684 | $301,883 |
| BOOZ ALLEN HAMILTON HOLDING CO | $375,409 | $511,640 |
| CALVERT US LARGE CAP CORE RESP | $28,674,971 | $45,865,961 |
| CALVERT US LARGE CAP GROWTH RE | $35,019,641 | $45,856,759 |
| CAPITEC BANK HLDGS | $57,945 | $80,334 |
| CARMAX INC | $402,882 | $383,700 |
| CHINA MERCHANTS BANK | $176,641 | $75,924 |
| COSAN ADR REPRESENTING | $133,996 | $139,201 |
| COSTAR GROUP, INC | $521,539 | $611,730 |
| CREDICORP LTD | $66,529 | $62,057 |
| DEVRY INC | $241,060 | $298,838 |
| DEXCOM, INC | $378,448 | $397,088 |
| DOLBY LABORATORIES | $530,324 | $542,934 |
| DUTCH BROS INC | $431,233 | $475,050 |
| EPAM SYSTEMS INC | $53,093 | $48,466 |
| EVOLENT HEALTH INC | $668,156 | $678,767 |
| FASTENAL COMPANY | $513,216 | $615,315 |
| FLYWIRE CORP | $553,050 | $465,315 |
| GENERAC HOLDING INC | $592,147 | $646,200 |
| GLOBAL PAYMENTS INC | $79,391 | $88,900 |
| GLOBANT SA | $117,152 | $146,120 |
| GRUPO FIN ADR | $89,450 | $125,274 |
| GUIDEWIRE SOFTWARE INC | $391,335 | $545,200 |
| HDFC BANK LTD ADR | $261,468 | $256,933 |
| ICICI BK LTD ADS | $136,719 | $193,990 |
| INSULET CORPORATION | $165,287 | $216,980 |
| IRHYTHM TECHNOLOGIES INC | $651,372 | $588,720 |
| ISHARES TRUST ISHARES MSCI EAF | $6,445,896 | $7,538,132 |
| JD.COM, INC | $176,911 | $67,553 |
| LUBRIZOL CP | $259,235 | $226,000 |
| MARTIN CURRIE SMA-SHARES SERIE | $3,398,489 | $2,994,432 |
| MEITUAN DIANPING UNSPONSORED A | $361,958 | $85,448 |
| MINTH GROUP UNSPONSORED ADR RE | $82,433 | $40,512 |
| MONTROSE ENVIRONMENTAL GRP ORD | $456,198 | $417,690 |
| NEOGEN CORPORATION | $348,668 | $402,200 |
| NOVANTA INC | $439,897 | $454,707 |
| PHREESIA INC COM | $605,519 | $463,000 |
| PIMCO FUNDS TOTAL RETURN FUND | $11,693,026 | $11,037,645 |
| PING AN INSURANCE GROUP ADR | $259,233 | $96,550 |
| POOL CORP | $250,959 | $289,065 |
| PORTILLO S ORD SHS CLASS A | $596,938 | $461,970 |
| POWERSCHOOL HLDGS INC | $461,097 | $600,780 |
| PT BANK NEGARA INDONESIA | $57,104 | $62,875 |
| PT BANK RAKYAT ADR | $112,425 | $133,223 |
| PT TELEKOM. IND. TBK ADR | $69,854 | $74,534 |
| PURE STORAGE INC | $293,465 | $356,600 |
| RESMED INC | $500,347 | $378,444 |
| RITCHIE BROS AUCTIONEERS | $435,860 | $535,120 |
| RYAN SPECIALTY GROUP HOLDINGS | $545,940 | $559,260 |
| SAREPTA THERAPEUTICS INC | $242,777 | $212,146 |
| SPROUT SOCIAL INC | $538,047 | $737,280 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $618,847 | $622,726 |
| TENCENT HOLDINGS LIMITED | $670,258 | $351,220 |
| THE DESCARTES SYSTEMS GROUP | $485,780 | $521,172 |
| TOAST INC | $318,788 | $292,160 |
| TRANSDIGM GRP INC | $524,375 | $667,656 |
| TREX CO INC | $451,144 | $683,018 |
| TWILIO INC | $279,331 | $343,312 |
| TYLER TECHNOLOGIES, INC | $383,692 | $418,120 |
| WAL-MART DE MEX V SP/ADR | $81,182 | $92,631 |
| WB INTL LEADERS FD INST CL | $11,631,800 | $13,502,613 |
| WEG SA BRAZIL SPONSORED ADR | $110,325 | $142,940 |
| WESTINGHOUSE AIR BRAKE TECHNOL | $486,726 | $634,500 |
| WORKDAY INC | $474,765 | $710,855 |
| WUXI BIOLOGICS INC ADR | $135,002 | $59,712 |
| XINYI SOLAR HOLDINGS ADR | $75,930 | $25,356 |
| XOMETRY INC | $355,979 | $538,650 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $27,754,048 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $27,020,086 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $9,127,361 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $8,843,571 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| REFRIGERATORS | $11,404 | $6,245 | $5,159 | $5,159 |
| LEASEHOLD IMPRVMTS | $1,031,324 | $438,514 | $592,810 | $592,810 |
| WEBSITE DEVELOPMNT | $81,945 | $66,927 | $15,018 | $15,018 |
| OFFICE FURNITURE | $0 | |||
| OFFICE FURNITURE | $345,535 | $222,118 | $123,417 | $123,417 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $309,418 | LegalFeesAmt |
| Disbursements Charitable Prps | $309,418 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $97,489 | $97,489 | |
| Bank Charges | $3,879 | $3,557 | |
| Computers/Electronic Devices | $7,460 | $7,460 | |
| Digital Subscriptions | $2,502 | $2,502 | |
| Equipment Maintenance | $279 | $279 | |
| Foundation Dues & Memberships | $30,429 | $30,429 | |
| Indemnification Insurance | $8,533 | $8,533 | |
| Insurance Premiums | $26,369 | $26,369 | |
| ANNUAL CREDIT CARD FEES | $95 | $95 | |
| CREDIT CARD FEES | $39 | $39 | |
| Office & Supplies | $10,893 | $10,893 | |
| Payroll Processing Fees | $2,697 | $2,697 | |
| Postage/Delivery Service | $642 | $642 | |
| SOCIAL MEDIA/ADVERTISING EXP | $543 | $543 | |
| State or Local Filing Fees | $50 | $50 | |
| TRAINING & PROF DEVELOPMENT | $25,663 | $25,663 | |
| Website Hosting/Support | $70 | $70 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $922 | $845 |
| Federal Tax Refund | $3,883 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LINE OF CREDIT | $25,037,500 | $25,038,945 |
| SALARY PAYABLE | $25,831 | $24,448 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (14 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $78,872 | $78,872 | |
| Investment Management Services | $467,500 | $428,660 | |
| EVENT RENTAL & INSTALL | $39,522 | $39,522 | |
| PR & EVENT MANAGEMENT | $138,000 | $138,000 | |
| PHOTOGRAPHY SERVICES | $600 | $600 | |
| VIDEOGRAPHY SERVICES | $2,125 | $2,125 | |
| EQUIVALENCY DETERMINATION | $3,700 | $3,700 | |
| IT SERVICES | $1,603 | $1,603 | |
| SHREDDING SERVICES | $987 | $987 | |
| BENEFIT CONSULTING SERVICES | $4,573 | $4,573 | |
| WRITING SERVICES | $1,000 | $1,000 | |
| EDITING SERVICES | $1,000 | $1,000 | |
| EVENT SPEAKER | $750 | $750 | |
| PHILANTHROPIC CONSULTING SRVCS | $942,761 | $942,761 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $7,800 | |
| 990-PF Extension for 2022 | $2,000 | |
| 990-T Income Tax for 2022 | $44,800 | |
| Foreign Tax Paid | $7,170 | $6,575 |