WALDER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WALDER FAMILY FOUNDATION (EIN 46-4092041)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202323069349101132
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2023-11-02T16:21:46-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 Coughlin | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kathleen | PersonFirstNm |
| Person Last | Coughlin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $212,751,059 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $213,922 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $208,411 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,489,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,392,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,461,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,456,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,309,365 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,578 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,781 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,175,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,919,725 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $154,205 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $154,205 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,595,145 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,595,145 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $373,084 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $373,084 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $373,643 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $373,643 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,368,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $631,875 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $718,502 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $794,192 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $772,117 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $156,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,296 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $165,539 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $241,269 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $241,269 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $129,444 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $129,444 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $632 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $632 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $258,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $254,831 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,609,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,413,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,840,755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,557,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,557,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,167,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,413,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,398,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,991,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,506,307 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,952,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,499,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,499,685 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $30,909 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,528 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $30,909 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $30,909 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $36,910,901 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $36,017,383 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $33,969,883 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $123,253,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $143,982,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $148,436,384 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $46,751,566 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,025,566 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,910,469 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,475,208 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $571,479 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,069,268 | LandBOYAmt |
| Land EOY | $903,729 | LandEOYAmt |
| Land EOYFMV | $903,729 | LandEOYFMVAmt |
| Total Assets BOY | $215,951,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $212,459,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $212,751,059 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $12,549,361 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,063,331 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,549,361 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,063,331 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $203,402,435 | RetainedEarningBOYAmt |
| Retained Earning EOY | $187,396,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203,402,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $187,396,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $215,951,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $212,459,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203,402,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,991,555 | ExcessRevenueOverExpensesAmt |
| Subtotal | $187,410,880 | SubtotalAmt |
| Other Decreases | $14,230 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $187,396,650 | 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 | $125,456,905 | $119,995,747 | $5,461,158 | $5,461,158 |
| ALLOCATED TO UBTI-ACQ INDEBTEDNESS | -$151,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,309,365 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $104,338 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $104,338 | SubtotalAmt |
| Tax Based On Investment Income | $104,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,163 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $107,163 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,825 | OverpaymentAmt |
| Applied To ES Tax | $2,825 | AppliedToESTaxAmt |
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 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | 13.0 | $105,228 | $0 | $0 |
| Jeffrey L Sweet | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 11.0 | $48,977 | $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 |
|---|---|---|---|---|---|---|---|
| Sandra Laney | |||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM DIRECTOR | 40.0 | $226,197 | $35,745 |
| MEAGAN LEARY | |||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM DIRECTOR | 40.0 | $175,791 | $21,182 |
| Juliana Kerr | |||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM DIRECTOR | 40.0 | $170,060 | $18,307 |
| JACK WESTWOOD | |||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM OFFICER | 40.0 | $143,140 | $34,613 |
| ALMA RODRIGUEZ | |||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM OFFICER | 40.0 | $126,510 | $17,662 |
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 | $649,940 |
| McDermott Will & Emery LLP | |||||
| PO Box 1675 | Carol Stream | IL | 60132 | Legal | $368,701 |
| TPI The Philanthropic initiative | |||||
| 75 Arlington Str 3rd fl | Boston | MA | 02116 | Philanthropic | $157,854 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $95,500 |
| Jasculca Terman Strategic Communications | |||||
| 730 North Franklin Str ste 510 | CHICAGO | IL | 60654 | event mgt, pr, video | $93,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 100 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RXN-RESILIENT BY NATURE PROJECT AIMS TO EXPAND THE ROLE OF NATURE TO IMPROVE HEALTH & QUALITY OF LIFE, PROVIDE ECONOMIC OPPORUNITIES & BUILD RESILIENCE TO IMPACT CLIMATE CHANGE | Description1Txt |
| Expenses1 | $58,626 | 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 | $211,216,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,598,309 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $690 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $217,815,872 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $5,166,670 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $212,649,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,189,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $209,459,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,472,973 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,472,973 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104,338 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $40,430 | IncomeTaxAmt |
| Total Tax | $144,768 | TotalTaxAmt |
| Distributable Before Adj | $10,328,205 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,328,205 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,328,205 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,398,122 | 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 | $23,398,122 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,328,205 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $16,782,272 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,430,475 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,212,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,398,122 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,328,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,069,917 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,282,664 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $45,282,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $16,782,272 | ExcessFromYear2Amt |
| Excess From Year1 | $15,430,475 | ExcessFromYear1Amt |
| Excess From Current Year | $13,069,917 | 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 (135 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 FL 3 | CHICAGO | IL | 60606 | N/A | PC | Elevating Chicago Artists through 3Arts Awards Presenting partnership | $125,000 | |||||
| ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL | ||||||||||||
| 4647 W 47TH ST | CHICAGO | IL | 60632 | N/A | PC | Catalyst Southwest: Integrating Nature-Based Strategies into Net-Positive Water Solutions for Chicago | $200,000 | |||||
| AFRICAN AMERICAN ARTS ALLIANCE OF CHICAGO | ||||||||||||
| 4450 N CLARK ST | CHICAGO | IL | 60640 | N/A | PC | Supporting Salary of the Executive Director | $40,000 | |||||
| ALIANZA AMERICAS | ||||||||||||
| 3030 W CERMAK | CHICAGO | IL | 60623 | N/A | PC | Gotas globales en un ocano local: A Chicago Base Transnational Leadership Program | $120,000 | |||||
| AMERICAN FRIENDS OF EU JEWISH ACTIVITIES | ||||||||||||
| 418 CROWN ST | BROOKLYN | NY | 11225 | N/A | PC | EUJB Building Project - Stage 1 "planning" | $120,000 | |||||
| AMERICAN FRIENDS OF HALA | ||||||||||||
| 3612 SHANNON RD | CLEVELAND | OH | 44118 | N/A | PC | Support for Purchase of MRI Machine | $250,000 | |||||
| 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 | |||||
| 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 | |||||
| BADER HILLEL HIGH INC | ||||||||||||
| 6789 N GREEN BAY AVE | GLENDALE | WI | 53209 | N/A | PC | General Operating Support | $36,000 | |||||
| BIG NFP | ||||||||||||
| 6011 S SAINT LAWRENCE AVE GARDE | CHICAGO | IL | 60637 | N/A | PC | BIG Phase l: Integrated Water, Ecology, and Utility Hub plan for west woodland | $100,000 | |||||
| BRUSHWOOD CENTER AT RYERSON WOODS | ||||||||||||
| 21850 N RIVERWOODS RD | RIVERWOODS | IL | 60015 | N/A | PC | Health, Equity, and Nature Accelerator | $160,060 | |||||
| CENTER FOR NEIGHBORHOOD TECHNOLOGY | ||||||||||||
| 17 N STATE ST STE 1400 | CHICAGO | IL | 60602 | N/A | PC | Calumet Citizen Science and Leadership | $90,000 | |||||
| CENTRO ROMERO | ||||||||||||
| 6216 N CLARK ST | CHICAGO | IL | 60660 | N/A | PC | Centro Romero LALAS Project | $100,000 | |||||
| CHABAD JEWISH CENTER OF GURNEE INC | ||||||||||||
| 17684 W GAGES LAKE RD | GRAYSLAKE | IL | 60030 | N/A | PC | Addition property in Grayslake, IL | $260,000 | |||||
| CHEDER LUBAVITCH HEBREW DAY SCHOOL INC | ||||||||||||
| 5201 HOWARD ST | SKOKIE | IL | 60077 | N/A | PC | Equity & Excellence in Education Initiative | $120,000 | |||||
| CHICAGO COMMUNITY FOUNDATION | ||||||||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | N/A | PC | Illinois Immigration Funders Collaborative | $250,000 | |||||
| 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 DANCEMAKERS FORUM | ||||||||||||
| 159 E WALTON PL APT 20A | CHICAGO | IL | 60611 | N/A | PC | ELEVATE Chicago Dance 2022 and Beyond | $250,000 | |||||
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | ||||||||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | Improving ex situ plant conservation: Scaling up zoo pedigree management approaches to critically rare plants in the Pacific | $528,869 | |||||
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | ||||||||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | The grass can be greener: 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 PARKS FOUNDATION | ||||||||||||
| 541 N FAIRBANKS COURT | CHICAGO | IL | 60611 | N/A | PC | Weaving a Cultural Stewardship Ecosystem | $94,000 | |||||
| CHINESE AMERICAN SERVICE LEAGUE INC | ||||||||||||
| 2141 S TAN CT | CHICAGO | IL | 60616 | N/A | PC | CASL Legal Services | $100,000 | |||||
| CITY OF CHICAGO | ||||||||||||
| 121 N LASALLE RM 700 | CHICAGO | IL | 60602 | N/A | GOV | Office of New Americans Fellowship fund | $100,293 | |||||
| CITY OF CHICAGO | ||||||||||||
| 121 N LASALLE RM 700 | CHICAGO | IL | 60602 | N/A | GOV | DCASE Year of Chicago Dance Residency Program and needs assessment | $250,000 | |||||
| COMMUNITIES UNITED | ||||||||||||
| 4600 W PALMER ST | CHICAGO | IL | 60639 | N/A | PC | General Operating Support | $120,000 | |||||
| DELTA INSTITUTE | ||||||||||||
| 35 E WACKER DR STE 1760 | CHICAGO | IL | 60601 | N/A | PC | Generating Critical Data and Methods to Support Nature-Based Green Infrastructure in Chicago Communities | $170,372 | |||||
| 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 | Support for Evacuated Afghan College Students | $120,000 | |||||
| DEPAUL UNIVERSITY | ||||||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PC | DePaul Asylum and Immigration Legal Clinic | $78,808 | |||||
| ELASTIC ARTS FOUNDATION | ||||||||||||
| 3429 W DIVERSEY AVE 208 | CHICAGO | IL | 60647 | N/A | PC | Elastic guaranteed artist support sustainability | $50,000 | |||||
| ENLACE CHICAGO | ||||||||||||
| 2756 S HARDING AVE | CHICAGO | IL | 60623 | N/A | PC | Leadership Development in Little Village | $150,000 | |||||
| ERIE NEIGHBORHOOD HOUSE | ||||||||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | N/A | PC | Erie House Legal Services | $90,000 | |||||
| ETHIOPIAN COMMUNITY ASSOCIATION OF CHICAGO INC | ||||||||||||
| 5800 N LINCOLN AVE STE A | CHICAGO | IL | 60659 | N/A | PC | Immigration Legal Services | $60,000 | |||||
| FAITH IN PLACE | ||||||||||||
| 1100 E 55TH ST | CHICAGO | IL | 60615 | N/A | PC | Metro Chicago Eco-Ambassadors Youth Program, 2021-2023 | $160,000 | |||||
| FIELD MUSEUM OF NATURAL HISTORY | ||||||||||||
| 1400 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | N/A | PC | Understanding Chicagoland's Changing Conservation Landscape: Resurveys for Reptiles and Amphibians of Will County, IL | $100,000 | |||||
| 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 | $381,824 | |||||
| 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 | DNA Barcoding for Conservation: Science, Training, and Innovation to Preserve the Tree of Life | $349,212 | |||||
| FOREFRONT | ||||||||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | Fresh Taste - Chicago Region Food System Fund | $200,000 | |||||
| FOREFRONT | ||||||||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | Fresh Taste - Illinois Regenerative Agriculture Initiative | $147,725 | |||||
| FRIENDS OF ELNET | ||||||||||||
| 5215 OLD ORCHARD RD STE 880 | SKOKIE | IL | 60077 | N/A | PC | General Operating Support and UK Fundraising Campaign | $72,000 | |||||
| FRIENDS OF THE CHICAGO RIVER | ||||||||||||
| 121 W WACKER DR STE 1108 | CHICAGO | IL | 60601 | N/A | PC | Chicago-Calumet River Watershed Council | $200,000 | |||||
| FRIENDS OF THE FOREST PRESERVES | ||||||||||||
| 411 S WELLS ST STE 300 | CHICAGO | IL | 60607 | N/A | PC | Engagement and Outreach Programs | $137,372 | |||||
| FRIENDS OF THE PARKS | ||||||||||||
| 67 E MADISON ST STE 1817 | CHICAGO | IL | 60603 | N/A | PC | Last Four Miles | $160,000 | |||||
| HEALTHY SCHOOLS CAMPAIGN | ||||||||||||
| 190 S LASALLE 1508 | CHICAGO | IL | 60603 | N/A | PC | Space to Grow: Greening Chicago Schoolyards | $50,000 | |||||
| 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 | |||||
| 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 W GREENWOOD AVE | WAUKEGAN | IL | 60087 | N/A | PC | HACES Quality Legal Services for All | $60,000 | |||||
| IFF | ||||||||||||
| 333 S WABASH AVE STE 2800 | CHICAGO | IL | 60604 | N/A | PC | America's Cultural Treasures Chicago | $250,000 | |||||
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT | ||||||||||||
| 55 E JACKSON BLVD STE 2075 | CHICAGO | IL | 60604 | N/A | PC | ICIRR Action Council | $200,000 | |||||
| IMAGINATION PRODUCTIONS INC | ||||||||||||
| 11110 W OAKLAND PARK BLVD STE 288 | SUNRISE | FL | 33351 | N/A | PC | Crossing the Line: Antisemitism Today - Production of Film & Educational Multimedia with Focused Distribution in Chicago | $100,000 | |||||
| IMMIGRANT JUSTICE CORPS INC | ||||||||||||
| 17 BATTERY PL STE 331 | NEW YORK | NY | 10004 | N/A | PC | Immigration Representation - Capacity Building | $200,000 | |||||
| IN SHIFRAS ARMS INC | ||||||||||||
| 11723 STONINGTON PL | SILVER SPRING | MD | 20902 | N/A | PC | Pregnancy and Postpartum Material and Financial Aid and Support for the Salary of the Executive Director Position | $18,000 | |||||
| INDO AMERICAN CENTER INC | ||||||||||||
| 6328 N CALIFORNIA AVE | CHICAGO | IL | 60659 | N/A | PC | Strengthening Legal Services for Immigrants in Chicago | $75,000 | |||||
| INSTITUTE FOR LATINO PROGRESS | ||||||||||||
| 2520 S WESTERN AVE | CHICAGO | IL | 60608 | N/A | PC | Instituto del Progreso Latino Immigration Legal Assistance | $100,000 | |||||
| INTERROBANG THEATRE PROJECT INC | ||||||||||||
| 5315 N CLARK ST 142 | CHICAGO | IL | 60640 | N/A | PC | Building Staff Capacity | $25,000 | |||||
| JEWISH CHILD AND FAMILY SERVICES | ||||||||||||
| 216 W JACKSON BLVD STE 800 | CHICAGO | IL | 60606 | N/A | PC | HIAS Immigration & Citizenship | $75,000 | |||||
| JEWISH WOMAN ENTREPRENEUR | ||||||||||||
| 5005 COLLINS AVE APT 721 | MIAMI BEACH | FL | 33140 | N/A | PC | Personnel Expenses fund | $210,000 | |||||
| JOAN DACHS BAIS YAAKOV ELEMENTARY SCHOOL-YESHIVAS | ||||||||||||
| 6122 N CALIFORNIA AVE | CHICAGO | IL | 60659 | N/A | PC | Childcare Operations 2022-23 | $225,000 | |||||
| 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 in the Department of Biochemistry and Molecular Biology | $250,000 | |||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||||
| 3400 N CHARLES ST 146 GARLAND HALL | 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 | $18,000 | |||||
| KEREN HAYESHIVOT TRUST | ||||||||||||
| 1954 E 5TH ST | BROOKLYN | NY | 11223 | N/A | PC | Eretz Chemda Program | $125,000 | |||||
| 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 | Leadership Capacity Building of Immigrant Survivors | $150,000 | |||||
| LATINO POLICY FORUM | ||||||||||||
| 180 N MICHIGAN AVE STE 1250 | CHICAGO | IL | 60601 | N/A | PC | Building a culture of participation and collaboration and activating and increasing community and civic engagement | $200,000 | |||||
| LATINOS PROGRESANDO | ||||||||||||
| 3047 W CERMAK RD | CHICAGO | IL | 60623 | N/A | PC | Immigration Legal Services | $100,000 | |||||
| LEADING EDGE ALLIANCE INC | ||||||||||||
| 85 BROAD ST 16TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | Boardified Board Development Support | $97,400 | |||||
| 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 | $234,642 | |||||
| LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION | ||||||||||||
| 2445 S SPAULDING AVE | CHICAGO | IL | 60623 | N/A | PC | Proyecto Mi Villita | $100,000 | |||||
| MACHON INC | ||||||||||||
| 3702 FORDS LN | BALTIMORE | MD | 21215 | N/A | PC | General Operating Support | $175,000 | |||||
| MERKOS LINYONEI CHINUCH LUBAVITCH CHABAD OF ILLINO | ||||||||||||
| 2833 W HOWARD ST | CHICAGO | IL | 60645 | N/A | PC | Construction of a new building for Bais Menachem Synagogue | $250,000 | |||||
| MERKOS LINYONEI CHINUCH LUBAVITCH CHABAD OF ILLINO | ||||||||||||
| 2833 W HOWARD ST | CHICAGO | IL | 60645 | N/A | PC | Mental Health Leadership Training | $38,000 | |||||
| MESIVTA SHAAREI ADIRIM | ||||||||||||
| 9220 CRAWFORD AVE | SKOKIE | IL | 60076 | N/A | PC | General Operating Support | $322,000 | |||||
| METROPOLITAN PLANNING COUNCIL | ||||||||||||
| 140 S DEARBORN ST STE 1400 | CHICAGO | IL | 60603 | N/A | PC | Terra Firma Project - Research and Demonstration pilots | $100,000 | |||||
| MICHAEL REESE HEALTH TRUST | ||||||||||||
| 150 N WACKER DR STE 2320 | CHICAGO | IL | 60606 | N/A | PC | Health First Collaborative (formerly known as Health first fund) | $250,000 | |||||
| MORTON ARBORETUM | ||||||||||||
| 4100 ILLINOIS RTE 53 | LISLE | IL | 60532 | N/A | PC | The consequences of burn pile scars for oak ecosystem biodiversity | $100,000 | |||||
| MORTON ARBORETUM | ||||||||||||
| 4100 ILLINOIS RTE 53 | LISLE | IL | 60532 | N/A | PC | Chicago Region Trees Initiative, Urban Forest Corporate Sustainability Partnership Program | $170,000 | |||||
| MORTON ARBORETUM | ||||||||||||
| 4100 ILLINOIS RTE 53 | LISLE | IL | 60532 | N/A | PC | A Chicago Based Hub For Assessment, Planning, And Action For Saving Threatened Trees | $279,180 | |||||
| NATIONAL AUDUBON SOCIETY INC | ||||||||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | Catalyzing Restoration and Flood Alleviation in Calumet for Birds and People | $186,244 | |||||
| NATIONAL FISH AND WILDLIFE FOUNDATION | ||||||||||||
| 1133 FIFTEENTH ST NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | Chi-Cal Rivers Fund | $180,000 | |||||
| NATIONAL FISH AND WILDLIFE FOUNDATION | ||||||||||||
| 1133 FIFTEENTH ST NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | Wisconsin's Lake Michigan Watershed Fund | $200,000 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | South and West Side Health and Nature - TNC's Chicago Engagement Program | $150,000 | |||||
| NATYA DANCE THEATRE | ||||||||||||
| 620 RIDGEWOOD CT | OAK BROOK | IL | 60523 | N/A | PC | Personnel Expenses fund for Executive Director position | $50,000 | |||||
| NEO PHILANTHROPY INC | ||||||||||||
| 45 WEST 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | Four Freedoms Fund | $250,000 | |||||
| NORTH SUBURBAN LEGAL AID CLINIC | ||||||||||||
| 491 LAUREL AVE | HIGHLAND PARK | IL | 60035 | N/A | PC | Immigrant and Refugee Legal Aid Services | $50,000 | |||||
| NORTHERN ILLINOIS JUSTICE FOR OUR NEIGHBORS | ||||||||||||
| 77 W WASHINGTON ST STE 812 | CHICAGO | IL | 60602 | N/A | PC | Immigration Legal Services | $100,000 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 60208 | N/A | PC | Nature, Culture, and Human Health (NCH2): Catalyzing Nature-based Solutions for Human and Public Health | $122,066 | |||||
| OHR TORAH STONE INSTITUTIONS OF ISRAEL | ||||||||||||
| 49 W 45TH ST STE 701 | NEW YORK | NY | 10036 | N/A | PC | International Halakha Scholars Program | $120,000 | |||||
| OPENLANDS | ||||||||||||
| 25 E WASHINGTON ST STE 1650 | CHICAGO | IL | 60602 | N/A | PC | Biodiversity and Community in the Calumet: creating access and restoring open spaces along the Little Calumet River | $200,000 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | Bringing STEM multi-skill education program to Beit Shemesh schools | $36,000 | |||||
| PARTNERSHIP FOR CURES | ||||||||||||
| 134 N LA SALLE ST STE 1130 | CHICAGO | IL | 60602 | N/A | PC | Clinical Repurposing for Diversity, Equity & Inclusion in chicagoland | $100,000 | |||||
| PLAYTHINKS | ||||||||||||
| 2800 W N SHORE AVE | CHICAGO | IL | 60645 | N/A | PC | Play Thinks fund | $120,000 | |||||
| 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 fund | $36,000 | |||||
| REFUGEEONE | ||||||||||||
| 6008 N CALIFORNIA AVE | CHICAGO | IL | 60659 | N/A | PC | RefugeeOne Legal Services | $75,000 | |||||
| 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 Partnership to Support Chicago-Area Fellows research | $300,000 | |||||
| ROSALIND FRANKLIN UNIVERSITY OF MEDICINE & SCIENCE | ||||||||||||
| 3333 GREEN BAY RD | NORTH CHICAGO | IL | 60064 | N/A | PC | Generation of human neural stem cells to model reprogramming human neurons | $90,000 | |||||
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | N/A | PC | B3: Boosters, Breakthroughs, and Biorepositories | $474,117 | |||||
| SEE CHICAGO DANCE | ||||||||||||
| 100 SOUTH STATE ST | CHICAGO | IL | 60603 | N/A | PC | Dance for the Screen project | $75,000 | |||||
| SEFARIA INC | ||||||||||||
| 228 PARK AVE S 79262 | NEW YORK | NY | 10003 | N/A | PC | The Author Initiative and General Operating Support | $120,000 | |||||
| SHEDD AQUARIUM SOCIETY | ||||||||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | Maximizing Freshwater Biodiversity Conservation Through global partnerships | $264,094 | |||||
| SHRIVER CENTER ON POVERTY LAW | ||||||||||||
| 67 E MADISON ST STE 2000 | CHICAGO | IL | 60603 | N/A | PC | Migration and Immigrant Communities | $250,000 | |||||
| SKOKIE VALLEY AGUDATH JACOB SYNAGOGUE | ||||||||||||
| 8825 E PRAIRIE RD | SKOKIE | IL | 60076 | N/A | PC | Solu project | $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 | Advanced Leadership Academy | $125,000 | |||||
| SPANISH COMMUNITY CENTER | ||||||||||||
| 309 N EASTERN AVE | JOLIET | IL | 60432 | N/A | PC | SCC Immigration Programming | $60,000 | |||||
| SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSH | ||||||||||||
| 610 S MICHIGAN AVE | CHICAGO | IL | 60605 | N/A | PC | Leadership Certificate in Combating Antisemitism | $125,000 | |||||
| SYRIAN COMMUNITY NETWORK INC | ||||||||||||
| 5439 N BROADWAY ST | CHICAGO | IL | 60640 | N/A | PC | SCN Immigration Legal Services | $60,000 | |||||
| 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 | Depave Chicago: Creating a depave network program to renature surface parking lots in the Chicago region | $70,000 | |||||
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI | ||||||||||||
| 352 HENRY ADMINISTRATION BLDG | URBANA | IL | 61801 | N/A | PC | From Science to Nature-Based Solutions in the Chicago region | $194,543 | |||||
| THE CHICAGO COMMUNITY TRUST | ||||||||||||
| 33 S STATE ST SUITE 750 | CHICAGO | IL | 60603 | N/A | PC | Elevated Chicago - NBS 4 ETOD | $200,000 | |||||
| THE HANA CENTER | ||||||||||||
| 4300 N CALIFORNIA AVE | CHICAGO | IL | 60618 | N/A | PC | Citizenship for All | $80,000 | |||||
| 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 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 | $65,000 | |||||
| THE WETLANDS INITIATIVE | ||||||||||||
| 53 W JACKSON BLVD STE 1015 | CHICAGO | IL | 60604 | N/A | PC | Demonstrating Urban Wetland Shoreline Improvement at indian ridge marsh north | $169,879 | |||||
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | ||||||||||||
| 2245 S MICHIGAN AVE | CHICAGO | IL | 60616 | N/A | PC | Young Center Chicago Child Advocate Program | $100,000 | |||||
| THEATRE Y | ||||||||||||
| 1N345 TAMARACK DR | WINFIELD | IL | 60190 | N/A | PC | Music Education Programming | $50,000 | |||||
| UNITED AFRICAN ORGANIZATION INC | ||||||||||||
| 4910 S KING DRIVE 1ST FL | CHICAGO | IL | 60615 | N/A | PC | African Diaspora Citizenship & Immigration Advancement | $75,000 | |||||
| UNITED STATES ARTISTS INC | ||||||||||||
| 200 W MADISON ST FL 3 | CHICAGO | IL | 60606 | N/A | PC | USA Fellowship Program | $125,000 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | LiV: Enabling Measurement in Place | $90,000 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | Simultaneous Prevention and Treatment of SARS-CoV-2 Infection by Engineering A Multivalent Nanotraplex | $80,000 | |||||
| UNIVERSITY OF GUELPH | ||||||||||||
| N/A | PC | BIOALFA: ADVANCING KNOWLEDGE OF COSTA RICAN BIODIVERSITY THROUGH DNA BARCODES | $334,000 | 50 STONE RD EAST | GUELPH | ONTARIO | CA | N1G 2W1 | ||||
| URBAN GROWERS COLLECTIVE INC | ||||||||||||
| 1200 W 35TH ST 118 | CHICAGO | IL | 60609 | N/A | PC | Urban Growers Collective and the Green Era Renewable Energy and Urban Farm Campus | $60,000 | |||||
| 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 | $100,000 | |||||
| WORLD RELIEF CORP OF NATIONAL ASSOCIATION OF EVANG | ||||||||||||
| 7 E BALTIMORE ST | BALTIMORE | MD | 21202 | N/A | PC | Immigration Legal Services Asylum Clinic | $25,000 | |||||
| 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 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,557,367 | 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 | $5,511 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,411 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $97,754 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,392,168 | 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 | $151,793 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,309,365 | 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 |
|---|---|---|---|---|
| REMEDIATION PROCEEDS | 525990 | $280 | 01 | $9,781 |
| Federal Tax Refund | 01 | $517 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $255,338 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,920,242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,175,580 | 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, 2022 THE FOUNDATION PAID $105,228 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 31,2022, THE FOUNDATION PAID $48,977 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 (4 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 | $2,987 | SL | 7 | $1,629 | $0 |
| LEASEHOLD IMPRVMTS | 2019-07-01 | $1,031,324 | $243,620 | SL | 10 | $97,447 | $0 |
| OFFICE FURNITURE | 2019-07-01 | $350,535 | $125,186 | SL | 7 | $50,073 | $0 |
| WEBSITE DEVELOPMNT | 2019-11-30 | $81,945 | $34,147 | SL | 5 | $16,390 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SECDEV GROUP | |||||||||||||||
| 950 GLADSTONE AVE SUITE 300 | OTTAWA | ONTARIO | CA | K1Y 3E6 | 2020-07-22 | $58,380 | TO HELP SUPPORT AN URBAN PANDEMIC PREPAREDNESS AND RESPONSE DASHBOARD | $58,380 | NO | 8/20/2020, 1/28/2021, 10/25/2021, 5/19/2022 | NONE NECESSARY | ||||
| GOLDIN INSTITUTE | |||||||||||||||
| 2021-09-16 | $36,000 | TO SUPPORT THE CHICAGO PEACE FELLOWS PROGRAM | $36,000 | NO | 9/10/22 | NONE NECESSARY | 327 W GOETHE ST | CHICAGO | IL | 60610 | |||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XII (990-PF) Undistributed Income | IdentifierTxt |
| Form And Line Reference | Part XII (990-PF) - Undistributed Income | FormAndLineReferenceDesc |
| Medium Explanation | In 2022, Walder Foundation (the "Foundation") discovered that on its Form 990-PF for taxable year ending 2019, 2020 and 2021, Parts X and XI were not recorded properly. The Foundation would not have been subject to an underdistribution penalty under 4942 for those years if the average value of the assets had been properly recorded in Part X. Therefore, the Foundation has chosen not to amend Form 990-PF for taxable year ending 2019, 2020 and 2021. Instead, the Foundation has adjusted the amount reported in Part XII of Form 990-PF for the year ending 2022 to reflect the correct balance. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (80 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 3.200% - 11/21/20 | $358,506 | $289,674 |
| ALEXANDRIA REAL ESTATE - 4.900 | $404,308 | $351,432 |
| AMERICAN ELEC PWR INC - 1.000% | $309,771 | $281,752 |
| AMERICAN EXPRESS CO - 2.500% - | $403,832 | $384,844 |
| AMERICAN HONDA FIN CORP - 1.20 | $324,661 | $302,000 |
| AMERICAN TOWER CORP - 1.600% - | $36,070 | $32,050 |
| AMERICAN TOWER CORP - 3.125% - | $133,593 | $114,671 |
| AMGEN INC - 2.200% - 02/21/202 | $341,590 | $296,495 |
| AMPHENOL CORP - 2.800% - 02/15 | $203,851 | $196,880 |
| ANHEUSER BUSCH - 4.750% - 01/2 | $402,877 | $326,492 |
| ANTHEM INC NOTE - 3.650% - 12/ | $224,393 | $212,661 |
| AON CORP - 2.800% - 05/15/2030 | $403,319 | $316,724 |
| APTIV PLC / APTIV CORP - 3.250 | $202,887 | $193,053 |
| ASIAN DEVELOPMENT BANK ADB MTN | $50,559 | $48,266 |
| AT&T INC - 4.350% - 03/01/2029 | $186,108 | $190,962 |
| BANK NOVA SCOTIA - 0.650% - 07 | $201,618 | $200,380 |
| BANK NOVA SCOTIA HALIFAX SER I | $305,088 | $283,845 |
| BK OF AMERICA CORP SER N MTN - | $542,386 | $433,620 |
| BNY MELLONC ORP SER J - 4.410% | $423,713 | $415,906 |
| BOSTON PPTYS LTD PARTNERSHIP N | $147,899 | $130,733 |
| CARRIER GLOBAL CORP - 2.242% - | $127,371 | $115,958 |
| CITIGROUP INC - 3.200% - 10/21 | $552,835 | $546,434 |
| COMCAST CORP - 3.150% - 03/01/ | $380,708 | $381,264 |
| CONSOLIDATED EDISON CO N Y INC | $103,968 | $98,930 |
| COUNCIL EUROPE DEV BK NOTE - 3 | $578,169 | $564,818 |
| CROWN CASTLE INTL - 3.300% - 0 | $206,400 | $201,202 |
| CVS CAREMARK CORP NOTE - 4.300 | $531,002 | $469,111 |
| DISNEY WALT CO - 2.000% - 09/0 | $451,339 | $390,939 |
| DTE ELEC CO - 2.250% - 03/01/2 | $401,546 | $319,390 |
| EASTMAN CHEMICAL - 4.500% - 12 | $184,930 | $151,515 |
| ENBRIDGE - 2.500% - 08/01/2033 | $235,971 | $177,891 |
| EQUINIX INC - 2.900% - 11/18/2 | $149,366 | $126,131 |
| EQUINIX INC NOTE CALL MAKE WHO | $202,455 | $196,160 |
| EUROPEAN INVESTMENT BANK - 3.2 | $1,099,174 | $1,085,094 |
| EVERSOURCE ENERGY - 1.650% - 0 | $348,740 | $288,826 |
| FORD MTR CO DEL NT - 3.250% - | $100,961 | $97,507 |
| FORTIS INC. SER. B - 3.055% - | $202,485 | $199,432 |
| GENERAL MLS INC - 4.200% - 04/ | $194,806 | $176,203 |
| GOLDMAN SACHS GROUP - 3.500% - | $261,845 | $234,590 |
| HEALTHPEAK PPTYS INC - 3.000% | $256,230 | $214,998 |
| HOME DEPOT INC - 3.350% - 09/1 | $248,255 | $242,333 |
| HSBC HLDGS PLC NOTE - 7.336% - | $199,958 | $208,311 |
| INTEL CORP - 2.450% - 11/15/20 | $400,050 | $335,267 |
| INTERNATIONAL BK FOR RECON & D | $1,022,207 | $1,010,459 |
| JP MORGAN CHASE - 2.580% - 04/ | $501,176 | $401,206 |
| KREDITANSTALT FUR WIEDERAFBAU | $1,044,669 | $1,030,369 |
| LINCOLN NATL CORP - 3.050% - 0 | $205,358 | $157,757 |
| MARVELL TECHNOLOGY INC SER B N | $201,843 | $195,390 |
| MERCK &CO INC - 3.400% - 03/07 | $374,969 | $330,718 |
| MITSUBISHI UFJ FIN - 2.309% - | $250,845 | $192,000 |
| MORGAN STANLEY - 0.864% - 10/2 | $220,000 | $201,997 |
| MORGAN STANLEY - 3.875% - 04/2 | $292,611 | $270,826 |
| NEXTERA ENERGY CAP HLDGS INC B | $290,912 | $270,325 |
| NXP B V / NXP FDG LLC / NXP US | $203,018 | $196,471 |
| ORACLE CORP - 6.150% - 11/09/2 | $64,938 | $67,468 |
| PAYPAL HLDGS INC - 1.650% - 06 | $509,640 | $463,780 |
| PERKINELMER INC - 2.250% - 09/ | $205,058 | $199,800 |
| PHYSICIANS RLTY LP - 2.625% - | $205,263 | $195,135 |
| PNC BANK - 3.250% - 06/01/2025 | $499,565 | $482,520 |
| PROGRESSIVE CORP NOTE - 3.000% | $304,870 | $283,241 |
| PUBLIC SERVICE ENTERPRIS - 2.8 | $362,205 | $338,139 |
| ROPER TECHNOLOGIES INC - 1.750 | $95,553 | $100,148 |
| ROYAL BK CDA SER H - 1.150% - | $324,354 | $302,059 |
| SALESFORCE COM INC NOTE CALL M | $323,077 | $267,906 |
| SCHLUMBERGER - 3.650% - 12/01/ | $606,641 | $592,578 |
| SEMPRA ENERGY NOTE 3.4% 02/01/ | $300,948 | $278,850 |
| SHELL INT'L FINANCE - 2.875% - | $477,775 | $470,850 |
| SIMON PPTY GROUP LP - 2.000% - | $465,681 | $446,888 |
| SPRINT - 7.625% - 02/15/2025 | $186,038 | $185,819 |
| STARBUCKS - 3.500% - 03/01/202 | $132,428 | $112,492 |
| STATE STR CORP NOTE - 2.354% - | $509,420 | $476,730 |
| STATOIL - 2.650% - 01/15/2024 | $387,148 | $390,380 |
| SUMITOMO MITSUI FIN GRP INC NO | $225,088 | $185,781 |
| TOTAL CAPITAL - 3.455% - 02/19 | $368,755 | $334,685 |
| UNITED PARCEL SERVICE - 3.400% | $271,873 | $232,975 |
| UNITEDHEALTH GROUP INC - 3.750 | $576,273 | $513,618 |
| VERIZON - 1.500% - 09/18/2030 | $345,191 | $273,035 |
| VERIZON MASTER TR SER 2022-7 C | $232,959 | $234,370 |
| VMWARE INC NOTE CALL - 1.800% | $205,550 | $200,216 |
| XYLEM INC NOTE CALL MAKE WHOLE | $206,074 | $198,744 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGILENT TECHNOLOGIES INC | $673,952 | $856,227 |
| AIA GROUP LTD ADR | $191,429 | $182,030 |
| ALEXANDRIA REAL ESTATE EQUITIE | $299,272 | $307,111 |
| ALIBABA GROUP HOLDING LTD | $603,605 | $209,478 |
| ANSYS INC | $535,143 | $459,021 |
| AUTODESK, INC | $796,219 | $686,187 |
| AVATAR HOLDINGS INC. | $1,347,535 | $914,821 |
| BALL CP | $1,129,472 | $767,172 |
| BIOMARIN PHARMACEUTICAL INC | $612,851 | $719,566 |
| BROADRIDGE FINANCIAL | $847,780 | $736,572 |
| BURLINGTON STORES, INC | $434,253 | $518,052 |
| C H ROBINSON WORLDWIDE INC | $1,175,517 | $1,133,947 |
| CALVERT US LARGE CAP CORE RESP | $33,471,573 | $43,088,482 |
| CALVERT US LARGE CAP GROWTH RE | $41,114,346 | $39,669,875 |
| CBOE HOLDINGS INC | $1,087,087 | $1,249,379 |
| CHINA MERCHANTS BANK | $176,641 | $120,727 |
| CNH INDUSTRIAL NV | $1,032,942 | $1,192,951 |
| COSAN ADR REPRESENTING | $131,166 | $113,460 |
| COSTAR GROUP, INC | $627,656 | $747,143 |
| CREDICORP LTD | $109,837 | $91,336 |
| D R HORTON | $848,324 | $1,037,266 |
| ENN ENERGY HOLDINGS LIMITED | $69,369 | $62,739 |
| EPAM SYSTEMS INC | $104,557 | $105,205 |
| FIRST REPUBLIC BANK | $827,954 | $695,031 |
| GLOBANT SA | $48,673 | $45,067 |
| GROCERY OUTLET HOLDING CORP | $910,090 | $764,486 |
| GRUPO FIN ADR | $71,780 | $74,096 |
| HDFC BANK LTD ADR | $163,013 | $159,641 |
| HENRY JACK & ASSOC INC | $743,077 | $807,805 |
| HOLOGIC, INC | $1,436,284 | $1,445,329 |
| ICICI BK LTD ADS | $180,595 | $245,931 |
| IDACORP INC HLDG CO | $650,665 | $701,011 |
| IQVIA HOLDINGS INC | $897,829 | $823,453 |
| ISHARES TRUST ISHARES MSCI EAF | $6,636,799 | $6,785,124 |
| JD.COM, INC | $151,670 | $106,854 |
| KLA TENCOR CORP | $547,831 | $713,248 |
| LAM RESEARCH CORP | $290,876 | $308,921 |
| LEVI STRAUSS ORD SHS CLASS A | $453,006 | $295,988 |
| MARTIN CURRIE SMA-SHARES SERIE | $3,507,450 | $2,675,670 |
| MEITUAN DIANPING UNSPONSORED A | $335,324 | $145,859 |
| MINTH GROUP UNSPONSORED ADR RE | $82,433 | $53,784 |
| O'REILLY AUTOMOTIVE INC | $672,319 | $1,071,918 |
| OTIS WORLDWIDE CORP | $1,211,171 | $1,330,725 |
| PENTAIR INC. COM | $568,906 | $503,672 |
| PIMCO FUNDS TOTAL RETURN FUND | $11,305,656 | $10,433,769 |
| PING AN INSURANCE GROUP ADR | $259,233 | $140,758 |
| PPG INDUSTRIES INC | $949,118 | $834,875 |
| PT BANK RAKYAT ADR | $131,673 | $133,972 |
| PT TELEKOM. IND. TBK ADR | $67,473 | $66,786 |
| REPUBLIC SVCS INC | $559,140 | $738,166 |
| ROPER INDUSTRIES | $801,075 | $845,276 |
| SBA COMMUNICATIONS CORP | $879,362 | $800,110 |
| SEA LTD | $130,643 | $27,628 |
| SIGNATURE BANK | $791,385 | $358,277 |
| SYNOPSYS, INC | $274,010 | $362,394 |
| SYSCO CORP | $1,209,956 | $1,140,050 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $677,550 | $486,936 |
| TENCENT HOLDINGS LIMITED | $688,478 | $398,481 |
| TRIMBLE NAV LTD | $747,954 | $577,446 |
| V F CORP | $969,953 | $343,911 |
| VERISK ANALYTICS, INC | $1,202,093 | $1,106,486 |
| WAL-MART DE MEX V SP/ADR | $81,182 | $77,141 |
| WB INTL LEADERS FD INST CL | $12,104,983 | $12,491,284 |
| WEG SA BRAZIL SPONSORED ADR | $84,340 | $110,373 |
| WESTERN DIGITAL CORP | $459,259 | $271,614 |
| WORKDAY INC | $848,435 | $923,494 |
| WUXI BIOLOGICS INC ADR | $99,274 | $73,557 |
| XINYI SOLAR HOLDINGS ADR | $75,930 | $47,895 |
| XYLEM INC | $776,283 | $923,345 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $26,934,783 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $25,437,340 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $9,082,600 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $8,532,543 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| REFRIGERATORS | $11,404 | $4,616 | $6,788 | $6,788 |
| LEASEHOLD IMPRVMTS | $1,031,324 | $341,067 | $690,257 | $690,257 |
| OFFICE FURNITURE | $350,535 | $175,259 | $175,276 | $175,276 |
| WEBSITE DEVELOPMNT | $81,945 | $50,537 | $31,408 | $31,408 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $373,643 | LegalFeesAmt |
| Disbursements Charitable Prps | $373,643 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $14,230 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $95,500 | $95,500 | |
| Bank Charges | $3,219 | $3,130 | |
| Computers/Electronic Devices | $14,429 | $14,429 | |
| Digital Subscriptions | $1,000 | $1,000 | |
| Equipment Maintenance | $100 | $100 | |
| Foundation Dues & Memberships | $68,385 | $68,385 | |
| Indemnification Insurance | $8,537 | $8,537 | |
| Insurance Premiums | $25,780 | $25,780 | |
| ANNUAL CREDIT CARD FEES | $95 | $95 | |
| Office & Supplies | $10,572 | $10,572 | |
| Payroll Processing Fees | $2,732 | $2,732 | |
| Postage/Delivery Service | $1,801 | $1,801 | |
| Registered Agent Fee | $932 | $932 | |
| SOCIAL MEDIA/ADVERTISING EXP | $604 | $604 | |
| State or Local Filing Fees | $50 | $50 | |
| TRAINING & PROF DEVELOPMENT | $21,432 | $21,432 | |
| Website Hosting/Support | $382 | $382 | |
| IRS APPLICATION FEES | $2,500 | $2,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax Refund | $517 | |
| remediation proceeds | $10,061 | $9,781 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LINE OF CREDIT | $12,506,077 | $25,037,500 |
| SALARY PAYABLE | $43,284 | $25,831 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (18 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $39,976 | $39,976 | |
| EMPLOYEE RECRUIT/TEMP AGENCY | $16,800 | $16,800 | |
| Investment Management Services | $649,940 | $631,875 | |
| Philanthropic Consulting Srvcs | $436,587 | $436,587 | |
| EVENT SPREAKER FEES | $2,000 | $2,000 | |
| Website Development | $37,961 | $37,961 | |
| EQUIVALENCY DETERMINATION | $1,350 | $1,350 | |
| WRITING SERVICES | $2,975 | $2,975 | |
| IT SERVICES | $1,845 | $1,845 | |
| EQUIP RENTAL & INSTALL SRVCS | $26,775 | $26,775 | |
| DANCE PERFORMANCE SERVICES | $1,000 | $1,000 | |
| PR SERVICES | $14,000 | $14,000 | |
| PROJECT MANAGEMENT | $35,551 | $35,551 | |
| SHREDDING SERVICES | $755 | $755 | |
| BENEFIT CONSULTING SRVCS | $7,027 | $7,027 | |
| PUBLIC AFFAIRS SERVICES | $22,900 | $22,900 | |
| EVENT MANAGEMENT SERVICES | $39,000 | $39,000 | |
| VIDEO PRODUCTION SERVICES | $32,000 | $32,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $101,900 | |
| 990-PF Extension for 2021 | $37,100 | |
| 990-T Extension for 2021 | $8,900 | |
| 990-T Income Tax for 2021 | $1,747 | |
| Foreign Tax Paid | $6,476 | $6,296 |