WALDER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WALDER FAMILY FOUNDATION (EIN 46-4092041)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349100313
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T00:09:11-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | kathleen m | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $275,878,399 | 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 | $16,835 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,834 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,547,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,522,776 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,566,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,395,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,529,715 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,130,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,069,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $146,757 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $146,757 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,375,277 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,375,277 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $345,426 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $345,426 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $431,759 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $431,759 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,347,537 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $733,184 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $610,254 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $116,339 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $115,583 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $241,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,592 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $165,539 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $230,496 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $230,496 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,850 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,850 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,542 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,542 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $203,904 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,461 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $201,429 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,613,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $857,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,350,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,356,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,320,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,970,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $857,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,671,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,839,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,211,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,245,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,952,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,952,574 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,528 | AcctRcvblAmt |
| Acct Rcvbl BOY | $27,678 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,528 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,528 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $46,209,516 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $36,910,901 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $37,552,103 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $127,498,500 | CorporateStockBOYAmt |
| Corporate Stock EOY | $123,253,959 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $180,717,029 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $44,667,203 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,751,566 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $48,573,897 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,475,208 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $405,940 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,234,807 | LandBOYAmt |
| Land EOY | $1,069,268 | LandEOYAmt |
| Land EOYFMV | $1,069,268 | LandEOYFMVAmt |
| Other Assets BOY | $360,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $225,243,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $215,951,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $275,878,399 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,001,458 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,549,361 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,001,458 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,549,361 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $222,242,220 | RetainedEarningBOYAmt |
| Retained Earning EOY | $203,402,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,242,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,402,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $225,243,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $215,951,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,242,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,839,785 | ExcessRevenueOverExpensesAmt |
| Subtotal | $203,402,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $203,402,435 | 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 | $60,395,069 | $53,828,840 | $6,566,229 | $6,566,229 |
| ALLOCATED TO UBTI-ACQ INDEBTEDNESS | -$36,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,529,715 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $141,940 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $141,940 | SubtotalAmt |
| Tax Based On Investment Income | $141,940 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108,109 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $37,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $145,209 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $3,263 | OverpaymentAmt |
| Applied To ES Tax | $3,263 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 | $95,103 | $0 | $0 |
| Jeffrey L Sweet | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Treas** | 11.0 | $51,654 | $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 | $228,525 | $24,667 |
| MEAGAN LEARY | |||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM DIRECTOR | 40.0 | $177,700 | $33,254 |
| Juliana Kerr | |||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM DIRECTOR | 40.0 | $171,800 | $33,333 |
| JACK WESTWOOD | |||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR PROGRAM OFFICER | 40.0 | $131,006 | $12,053 |
| BRITTANY ANDERSEN | |||||||
| 5215 OLD ORCHARD RD STE 1050 | SKOKIE | IL | 60077 | SR GRANTS MANAGER | 40.0 | $122,231 | $34,982 |
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 | $737,283 |
| McDermott Will & Emery LLP | |||||
| PO Box 1675 | Carol Stream | IL | 601326043 | Legal | $427,308 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $97,536 |
| Foresight Design Initiative | |||||
| 4619 N Ravenswood Suite 305 | Chicago | IL | 60640 | Philanthropic | $79,829 |
| New Venture Fund | |||||
| 1828 L Street NW Ste 300-a | WASHINGTON | DC | 20036 | Philanthropic | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHICAGO TAKES 10 - NEW VIRTUAL PERFORMANCE SERIES INTENDED TO PROVIDE SUPPORT TO PERFORMING ARTISTS AND ARTS ORGANIZATIONS DURING PANDEMIC. ARTISTS RECEIVE STIPENDS. | Description1Txt |
| Expenses1 | $187,960 | 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 | $265,069,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $754,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $265,824,189 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $1,174,079 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $264,650,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,969,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $260,680,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,034,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,034,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141,940 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $10,550 | IncomeTaxAmt |
| Total Tax | $152,490 | TotalTaxAmt |
| Distributable Before Adj | $12,881,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $360,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,241,528 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,241,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,671,770 | 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 | $28,671,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,241,528 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $16,781,818 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,781,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,671,770 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,241,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,430,242 | RemainingDistriFromCorpusAmt |
| Total Corpus | $32,212,060 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $32,212,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $16,781,818 | ExcessFromYear1Amt |
| Excess From Current Year | $15,430,242 | 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 (217 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3Arts Inc | |||||||
| 200 W Madison St Floor 3 | Chicago | IL | 60607 | N/A | PC | 3Arts Awards Presenting Partnership | $125,000 |
| Academy for Global Citizenship Charter School | |||||||
| 4647 West 47th Street | 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 | |||||||
| PO Box 23491 | Chicago | IL | 60623 | N/A | PC | Transforming Human Connections: Reimagining Strategies for Immigrant Justice | $67,500 |
| American Friends of Hala | |||||||
| co Fred P Schwartz ESQ POB 181 | Cleveland Heights | OH | 44118 | N/A | PC | Two Service Agreements for Two Tomosynthesis Units | $100,000 |
| American Friends of Hala | |||||||
| co Fred P Schwartz ESQ POB 181 | Cleveland Heights | OH | 44118 | N/A | PC | Accounts Payable Reduction via Repayment of Service Providers | $130,000 |
| Ann & Robert H Lurie Children's Hospital of Chica | |||||||
| 225 East Chicago Ave Box 271 | Chicago | IL | 60611 | N/A | PC | Surveillance, Transmission Dynamics and Disparities of COVID-19 among Chicago Children | $542,386 |
| Artists' Cooperative Residency and Exhibitions Pro | |||||||
| 2439 S Oakley St | Chicago | IL | 60608 | N/A | PC | Chicago Arts Census | $50,000 |
| Asian Improv aRts Midwest | |||||||
| 4427 N Clark St | Chicago | IL | 60640 | N/A | PC | Advancing Cultural Equity | $60,000 |
| Associated Talmud Torahs of Chicago | |||||||
| 3531 Madison Street | Skokie | IL | 60076 | N/A | PC | Research Project Focused on Teacher Recruitment and Retention Challenges in Orthodox Schools in Chicago | $25,000 |
| Associated Talmud Torahs of Chicago | |||||||
| 3531 Madison Street | Skokie | IL | 60076 | N/A | PC | REACH Program | $50,000 |
| Audience Architects NFP (dba See Chicago Dance) | |||||||
| co Harris Theater 205 E Randolph | Chicago | IL | 60601 | N/A | PC | Chicago Takes 10 | $15,000 |
| Audience Architects NFP (dba See Chicago Dance) | |||||||
| co Harris Theater 205 E Randolph | Chicago | IL | 60601 | N/A | PC | Chicago Takes 10 | $10,000 |
| Audience Architects NFP (dba See Chicago Dance) | |||||||
| co Harris Theater 205 E Randolph | Chicago | IL | 60601 | N/A | PC | Dance for the Screen Project | $75,000 |
| Bader Hillel High Inc | |||||||
| 6789 N Green Bay Ave | Glendale | WI | 53209 | N/A | PC | General Operating Support | $36,000 |
| Bais Medrash Torah Vtfilah | |||||||
| PO Box 59151 | Chicago | IL | 60659 | N/A | PC | Skokie Mikvah Complete Renovation | $75,000 |
| Beyond Legal Aid | |||||||
| 17 North State Street | Chicago | IL | 60602 | N/A | PC | Community-Located, Community-Operated, and Community-Directed Legal Aid | $72,500 |
| BIG NFP | |||||||
| 6011 S St Lawrence Avenue | Chicago | IL | 60637 | N/A | PC | BIG Phase l: Integrated Water, Ecology, and Utility Hub Plan for West Woodlawn | $50,000 |
| Bipartisan Policy Center | |||||||
| 1225 Eye St NW Ste 1000 | Washington | DC | 20005 | N/A | PC | Immigration and Cross-Border Policy Project | $50,000 |
| Black Ensemble Theater | |||||||
| 4450 N Clark | Chicago | IL | 60640 | N/A | PC | Refocus - Reshape - Rebuild Toward Community and Healing | $100,000 |
| Blair Thomas & Company | |||||||
| 410 South Michigan Avenue Ste 501 | Chicago | IL | 60605 | N/A | PC | Deepening Virtual Audience Engagement for The International Puppet Theater Festival | $125,000 |
| Board of Trustees of the University of Illinois | |||||||
| 506 S Wright Street | Urbana | IL | 61801 | N/A | PC | From Science to Nature-Based Solutions in the Chicago region | $194,542 |
| Board of Trustees of the University of Illinois | |||||||
| 506 S Wright Street | Urbana | IL | 61801 | N/A | PC | Climate Data for Solutions: A Focus on National to chicago | $166,961 |
| Board of Trustees of the University of Illinois | |||||||
| 506 S Wright Street | Urbana | IL | 61801 | N/A | PC | Depave Chicago: Creating a depave network program to renature surface parking lots in the Chicago region | $70,000 |
| Board of Trustees of the University of Illinois | |||||||
| 506 S Wright Street | Urbana | IL | 61801 | N/A | PC | Chicago Prototype Coronavirus Assessment Network Node (PCANN) | $500,000 |
| Board of Trustees of the University of Illinois | |||||||
| 506 S Wright Street | Urbana | IL | 61801 | N/A | PC | Chicago Prototype Coronavirus Assessment Network Node (PCANN) | $250,000 |
| Board of Trustees of the University of Illinois | |||||||
| 506 S Wright Street | Urbana | IL | 61801 | N/A | PC | Investigating the efficacy of a novel self-testing approach and mHealth technology in a community-based sample | $200,000 |
| Board of Trustees of the University of Illinois | |||||||
| 506 S Wright Street | Urbana | IL | 61801 | N/A | PC | Investigating the efficacy of a novel self-testing approach and mHealth technology in a community-based sample | $388,174 |
| Brighton Park Neighborhood Council of Chicago | |||||||
| 4477 S Archer Ave | Chicago | IL | 60632 | N/A | PC | Immigration Rights Program | $75,000 |
| Brushwood Center at Ryerson Woods | |||||||
| 21850 N Riverwoods Road | Riverwoods | IL | 60015 | N/A | PC | Health, Equity, and Nature Accelerator | $154,940 |
| Camp Moshava of Wild Rose Inc | |||||||
| 3740 W Dempster St | Skokie | IL | 60076 | N/A | PC | Solar Panel Installation | $36,000 |
| Catholic Charities of the Archdiocese of Chicago | |||||||
| 721 N LaSalle | Chicago | IL | 60654 | N/A | PC | Wrap-Around Services to Immigrants - One Attorney in Lake County and ESL and Civics Programming | $87,500 |
| Center for Computational Science Research Inc | |||||||
| PO Box 6010 | River Forest | IL | 60305 | N/A | PC | Surveying SARS-CoV-2 Genomes and Public Data in Near Real-Time for Pandemic | $55,000 |
| Center for Computational Science Research Inc | |||||||
| PO Box 6010 | River Forest | IL | 60305 | N/A | PC | Surveying SARS-CoV-2 Genomes and Public Data in Near Real-Time for Pandemic | $239,553 |
| Center for Neighborhood Technology | |||||||
| 17 N State Street Suite 1400 | Chicago | IL | 60602 | N/A | PC | Calumet Citizen Science and Leadership | $90,000 |
| Cerqua Rivera Art Experience | |||||||
| 410 S Michigan Ave Ste 468 | Chicago | IL | 60605 | N/A | PC | Equitable Wage Initiative | $40,000 |
| Chicago Bilingual Nurse Consortium | |||||||
| 2800 S Western Avenue 1202 | Chicago | IL | 60608 | N/A | PC | Expanding CBNC's Reach | $100,000 |
| Chicago Chesed Fund Inc | |||||||
| 7045 Ridgeway Avenue | Lincolnwood | IL | 60712 | N/A | PC | Nissa Academy Start Up Support | $47,500 |
| Chicago Community Trust | |||||||
| 225 North Michigan Avenue Suite 220 | Chicago | IL | 60601 | N/A | PC | Elevated Chicago - NBS 4 ETOD | $200,000 |
| Chicago Council On Science And Technology | |||||||
| 10 West 35th Street 10th Fl | Chicago | IL | 60609 | N/A | PC | 2021 A Window Into Science Virtual gala | $5,000 |
| Chicago Dramatists Workshop | |||||||
| 1105 West Chicago Ave | Chicago | IL | 60642 | N/A | PC | Technology Investments and Staffing Support | $65,000 |
| Chicago Horticultural Society | |||||||
| 1000 Lake Cook Road | Glencoe | IL | 600221168 | N/A | PC | Enhancing Budburst to better serve diverse audiences | $98,403 |
| Chicago Human Rhythm Project | |||||||
| 410 S Michigan Ave Suite 464 | Chicago | IL | 60605 | N/A | PC | Leadership Transition - Stepping Forward | $150,000 |
| Chicago Latino Theater Alliance | |||||||
| 180 N Michigan Ave Ste 305 | Chicago | IL | 60601 | N/A | PC | Sub Phase One - Pre-Development for Theatre Complex | $75,000 |
| Chicago Parks Foundation | |||||||
| 541 N Fairbanks | Chicago | IL | 60611 | N/A | PC | Chicago Citywide Cultural Center Ecosystem | $125,000 |
| Chicago Philharmonic Society | |||||||
| 401 S LaSalle St Suite 1600-J | Chicago | IL | 60605 | N/A | PC | Internship Program | $20,000 |
| Chicago Sinfonietta | |||||||
| 70 E Lake St Suite 1430 | Chicago | IL | 60601 | N/A | PC | Jefferson Park Orchestrate Project | $150,000 |
| Chicago Tap Theatre | |||||||
| 1152 W Farwell Ave 1S | Chicago | IL | 60626 | N/A | PC | Equitable Pay Initiative | $50,000 |
| Chicago United for Equity | |||||||
| 355 E Ohio St Room 200 11396 | Chicago | IL | 60611 | N/A | PC | General Operating Support | $80,000 |
| Chinese American Service League | |||||||
| 2141 S Tan Court | Chicago | IL | 60616 | N/A | PC | Legal Services | $87,500 |
| City of Chicago | |||||||
| Chicago Cultural Center 78 East Was | Chicago | IL | 60602 | N/A | GOV | Water Policy Advisor | $65,000 |
| City of Chicago | |||||||
| Chicago Cultural Center 78 East Was | Chicago | IL | 60602 | N/A | GOV | Department of Cultural Affairs and Special Events chicago presents | $300,000 |
| Communities United | |||||||
| 4600 W Palmer St | Chicago | IL | 60639 | N/A | PC | Strengthening the Sustainability of Immigrant Communities: The connection between housing and immigrant rights | $72,500 |
| Congo Square Theatre Company | |||||||
| 1016 N Dearborn St | Chicago | IL | 60610 | N/A | PC | Staff and Ensemble Capacity | $100,000 |
| Core Inc | |||||||
| 4634 W 14th Ave | Denver | CO | 80204 | N/A | PC | Personnel Expenses and General Operating Support | $150,000 |
| Crossroads Fund | |||||||
| 3411 W Diversey Ave Suite 20 | Chicago | IL | 60647 | N/A | PC | Capacity building initiative and Cultivate: Women of Color Leadership | $250,000 |
| Current Innovation NFP | |||||||
| 177 North State Street Suite 500 | Chicago | IL | 60601 | N/A | PC | Blue EDU: A blue Economy Curriculum for Chicago's Public High School Students | $84,460 |
| Dal Niente New Music NFP | |||||||
| 4045 N Rockwell Suite 312 | Chicago | IL | 60618 | N/A | PC | Marketing and Professional Development | $43,400 |
| DanceWorks Chicago Inc NFP | |||||||
| 1016 North Dearborn | Chicago | IL | 60610 | N/A | PC | Next Gems Internship Program | $100,000 |
| Deeply Rooted Productions | |||||||
| 17 N State 19th Floor | Chicago | IL | 60602 | N/A | PC | South Side Dance Center Operational Support | $150,000 |
| Definition Theatre Company | |||||||
| 6400 S Cottage Grove | Chicago | IL | 60637 | N/A | PC | AMPLIFY - New Play Development Series | $90,000 |
| 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 | $120,668 |
| DePaul University | |||||||
| 1 East Jackson Boulevard | Chicago | IL | 60604 | N/A | PC | Support for Evacuated Afghan College Students | $120,000 |
| Eighth Blackbird Performing Arts Association | |||||||
| 4045 North Rockwell Street Suite 20 | Chicago | IL | 60618 | N/A | PC | Blackbird Creative Lab | $91,000 |
| Elastic Arts Foundation | |||||||
| 3429 W Diversey Ave 208 | Chicago | IL | 60647 | N/A | PC | Chicago Takes 10 | $15,000 |
| Elastic Arts Foundation | |||||||
| 3429 W Diversey Ave 208 | Chicago | IL | 60647 | N/A | PC | Chicago Takes 10 | $10,000 |
| Enlace Chicago | |||||||
| 2759 S Harding Ave | Chicago | IL | 60623 | N/A | PC | Little Village Pandemic Response | $87,500 |
| Environmental Law & Policy Center | |||||||
| 35 E Wacker Drive Suite 1600 | Chicago | IL | 60601 | N/A | PC | Science-Based Legal and Policy Advocacy and Sponsorship of the Science/Policy Confluence Conference and Related Symposia | $100,000 |
| Erie Neighborhood House | |||||||
| 1701 W Superior St | Chicago | IL | 60622 | N/A | PC | Expanding Remote Work | $70,000 |
| eta Creative Arts Foundation | |||||||
| 7558 S South Chicago Avenue | Chicago | IL | 60619 | N/A | PC | Curriculum Development for Oscar Brown Jr. Legacy collaboration | $60,000 |
| Faith in Place | |||||||
| 70 E Lake St STE 920 | Chicago | IL | 60601 | N/A | PC | Metro Chicago Eco-Ambassadors Youth Program 2021-2023 | $160,000 |
| Faith in Place | |||||||
| 70 E Lake St STE 920 | Chicago | IL | 60601 | N/A | PC | Engaging Communities of Color during COVID-19 to Advance Grassroots Environmental Connections and Leadership | $74,244 |
| Field Museum of Natural History | |||||||
| 1400 S DuSable Lake Shore Drive | Chicago | IL | 60605 | N/A | PC | Solutions for a Nature-based Recovery from COVID-19 in Chicago Communities | $149,634 |
| Forefront | |||||||
| co FBRK Impact House 200 W Madiso | Chicago | IL | 60606 | N/A | PC | Fresh Taste - Illinois Regenerative Agriculture Initiative | $135,225 |
| Forefront | |||||||
| co FBRK Impact House 200 W Madiso | Chicago | IL | 60606 | N/A | PC | Fresh Taste - Chicago Region Food System Fund | $200,000 |
| Forefront | |||||||
| co FBRK Impact House 200 W Madiso | Chicago | IL | 60606 | N/A | PC | Mission contribution | $27,750 |
| Friends of Elnet | |||||||
| 5215 Old Orchard Road Suite 880 | Skokie | IL | 60077 | N/A | PC | Winning Hearts & Minds | $36,000 |
| Friends of Jerusalem College of Technology Ltd | |||||||
| 445 Central Avenue Suite 307 | Cedarhurst | NY | 11516 | N/A | PC | Torah and Technology Research Center | $175,000 |
| Friends of the Chicago River | |||||||
| 411 S Wells St STE 800 | Chicago | IL | 60607 | N/A | PC | Chicago-Calumet River Watershed Council | $200,000 |
| Friends of the Forest Preserves | |||||||
| 411 South Wells St Suite 300 | Chicago | IL | 60607 | N/A | PC | Engagement and Outreach Programs | $133,844 |
| Fulcrum Point New Music Project | |||||||
| 1235A N Clybourn Avenue 135 | Chicago | IL | 60610 | N/A | PC | Hindsight/Foresight Program | $75,000 |
| Garfield Park Community Council | |||||||
| 300 N Central Park Ave | Chicago | IL | 60624 | N/A | PC | Garfield Park Resilient Corridor | $100,000 |
| Garfield Park Conservatory Alliance | |||||||
| 300 N Central Park Ave | Chicago | IL | 60624 | N/A | PC | Growing Connections to Nature in Garfield Park | $900 |
| Goldin Institute | |||||||
| 1235 A North Clybourn Ave 327 | Chicago | IL | 60610 | N/A | PF | Expenditure Responsibility Grant | $36,000 |
| Grow Greater Englewood | |||||||
| 815 W 63rd Street 4th floor | Chicago | IL | 60621 | N/A | PC | Englewood Nature Trail | $75,000 |
| Haymarket Opera Company NFP | |||||||
| 1920 N Seminary Ave Unit 1F | Chicago | IL | 60614 | N/A | PC | Fellowship Program | $50,000 |
| Healthy Schools Campaign | |||||||
| 2545 W Diversey Ave Suite 214 | Chicago | IL | 60647 | N/A | PC | Space to Grow: Greening Chicago Schoolyards | $50,000 |
| Heartland Alliance For Human Needs & Human Rights | |||||||
| 224 S Michigan Ave Suite 600 | Chicago | IL | 60604 | N/A | PC | National Immigrant Justice Center Legal Services, Resource Development, and Communications | $175,000 |
| Heartland Alliance For Human Needs & Human Rights | |||||||
| 224 S Michigan Ave Suite 600 | Chicago | IL | 60604 | N/A | PC | National Immigrant Justice Center Legal Services, Resource Development, and Communications | $175,000 |
| Heartland Alliance For Human Needs & Human Rights | |||||||
| 224 S Michigan Ave Suite 600 | Chicago | IL | 60604 | N/A | PC | National Immigrant Justice Center Website Updates, including Development of the Online Portal | $50,000 |
| Heartland Alliance For Human Needs & Human Rights | |||||||
| 224 S Michigan Ave Suite 600 | Chicago | IL | 60604 | N/A | PC | National Immigrant Justice Center Website Updates, including Development of the Online Portal | $50,000 |
| Hebrew Theological College | |||||||
| 50 W 47th St Fl 12 | New York | NY | 10036 | N/A | PC | Purchase of the property located at 2620 Touhy Avenue in chicago | $1,500,000 |
| HIAS Inc | |||||||
| 1300 Spring Street Suite 500 | Silver Spring | MD | 20910 | N/A | PC | HIAS Border Fellow Program | $150,000 |
| High Concept Laboratories NFP | |||||||
| 2233 S Throop St | Chicago | IL | 60608 | N/A | PC | Chicago Takes 10 | $15,000 |
| High Concept Laboratories NFP | |||||||
| 2233 S Throop St | Chicago | IL | 60608 | N/A | PC | Chicago Takes 10 | $10,000 |
| Hinda Institute | |||||||
| 9401 Margail Ave | Des Plaines | IL | 60016 | N/A | PC | Razing Barriers - Raising Bars and Support for the Salary of the Program Coordinator Position | $60,000 |
| Holocaust Memorial Foundation of Illinois Inc | |||||||
| 9603 Woods Drive | Skokie | IL | 60077 | N/A | PC | General Operating Support | $125,000 |
| Hyde Park Jazz Festival | |||||||
| 1723 W Erie St Ste 4 | Chicago | IL | 60622 | N/A | PC | Chicago Takes 10 | $15,000 |
| Hyde Park Jazz Festival | |||||||
| 1723 W Erie St Ste 4 | Chicago | IL | 60622 | N/A | PC | Chicago Takes 10 | $10,000 |
| Hyde Park Jazz Festival | |||||||
| 1723 W Erie St Ste 4 | Chicago | IL | 60622 | N/A | PC | Artists Corp | $150,000 |
| Illinois Arts Alliance | |||||||
| FBRK Impact House 200 W Madison St | Chicago | IL | 60606 | N/A | PC | Creation of a Post-COVID Policy and Advocacy Strategy for IL and Pilot of Local Arts Ambassadors Network | $150,000 |
| Illinois Coalition for Immigrant and Refugee Right | |||||||
| 228 S Wabash Suite 800 | Chicago | IL | 60604 | N/A | PC | The People's Clinic | $62,500 |
| Illinois Coalition for Immigrant and Refugee Right | |||||||
| 228 S Wabash Suite 800 | Chicago | IL | 60604 | N/A | PC | Advancing Racial Equity: Black/Brown Organizing and education | $100,000 |
| Illinois Environmental Council Education Fund | |||||||
| 520 E Capitol | Springfield | IL | 62701 | N/A | PC | Chicago Conservation Leadership | $100,000 |
| Illinois Facilities Fund | |||||||
| 333 S Wabash Ave Suite 2800 | Chicago | IL | 60604 | N/A | PC | America's Cultural Treasures Chicago | $250,000 |
| Illinois Philharmonic Orchestra | |||||||
| 377 Artist Walk | Park Forest | IL | 60466 | N/A | PC | IT Infrastructure | $50,000 |
| In Shifras Arms Inc | |||||||
| PO Box 7212 | Silver Spring | MD | 20910 | N/A | PC | Pregnancy & Postpartum Material & Financial Aid and Support for the Salary of the Executive Director Position | $18,000 |
| Innovation Development Institute Inc dba MATTER | |||||||
| 222 W Merchandise Mart Plaza Suite | Chicago | IL | 60654 | N/A | PC | Health Equity Accelerator | $45,600 |
| Interrobang Theatre Project | |||||||
| 5315 N Clark St 142 | Chicago | IL | 60640 | N/A | PC | Building Staff Capacity | $25,000 |
| Jackalope Theatre Company | |||||||
| 5917 N Broadway | Chicago | IL | 60660 | N/A | PC | Building Staff Capacity | $50,000 |
| Jewish Child and Family Services | |||||||
| 216 W Jackson | Chicago | IL | 60618 | N/A | PC | HIAS Refugee Resettlement | $100,000 |
| Jewish Child and Family Services | |||||||
| 216 W Jackson | Chicago | IL | 60618 | N/A | PC | HIAS Chicago Holistic COVID-19 Immigration Support | $60,000 |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | N/A | PC | Boardified Board Member Institute - Orthodox Cohort | $94,500 |
| Jewish United Fund of Metropolitan Chicago | |||||||
| 30 South Wells St | Chicago | IL | 60606 | N/A | PC | Encompass Jewish Community Endowment Fund for Adults with disabilities | $100,000 |
| Joan Dachs Bais Yaakov Elementary School - Yeshiva | |||||||
| 6122 North California Ave | Chicago | IL | 60659 | N/A | PC | General Operating Support | $250,000 |
| Joan Dachs Bais Yaakov Elementary School - Yeshiva | |||||||
| 6122 North California Ave | Chicago | IL | 60659 | N/A | PC | On-Site Staff Child Care | $250,000 |
| Johns Hopkins University | |||||||
| 3400 North Charles Street | Baltimore | MD | 21218 | N/A | PC | Research Activities of Dr. Scott Bailey's Laboratory | $200,000 |
| Johns Hopkins University | |||||||
| 3400 North Charles Street | Baltimore | MD | 21218 | N/A | PC | Hiring a communications associate for Dr. Scott Bailey's laboratory | $55,000 |
| Justice in Motion | |||||||
| PO Box 160128 | Brooklyn | NY | 11216 | N/A | PC | Transnational Collaboration Scoping Study for Chicago Immigrants | $15,000 |
| Kalapriya Foundation Center for Indian Performing | |||||||
| 1925 S Michigan Ave | Chicago | IL | 60616 | N/A | PC | Cultural Sundays Program | $25,000 |
| Keren Hayeshivot Trust | |||||||
| 1616 East 10th Street | Brooklyn | NY | 11223 | N/A | PC | Eretz Chemda Shemittah Program | $125,000 |
| Keshet | |||||||
| 610 Academy Drive | Northbrook | IL | 60062 | N/A | PC | Adult Employment Program | $120,000 |
| KV 265 NFP | |||||||
| 155 North Harbor Drive 3412 | Chicago | IL | 60601 | N/A | PC | Science & Symphony Programs | $40,000 |
| Latino Policy Forum | |||||||
| 180 North Michigan Ave Ste 1250 | Chicago | IL | 60601 | N/A | PC | Illinois Unidos COVID-19 Communications Campaign | $25,000 |
| Latino Policy Forum | |||||||
| 180 North Michigan Ave Ste 1250 | Chicago | IL | 60601 | N/A | PC | Pursuing Latino Equity | $87,500 |
| Lawyers for the Creative Arts | |||||||
| 161 North Clark Street Ste 4300 | Chicago | IL | 60601 | N/A | PC | COVID-19 Related Legal and Educational Services for Greater-Chicago Based Performing Arts Organizations | $100,000 |
| Leading Edge Alliance Inc | |||||||
| 85 Broad Street | New York | NY | 10004 | N/A | PC | Addressing the Gender Gap in the Orthodox Jewish Community | $75,000 |
| Libenu | |||||||
| 8052 Monticello Ave Suite 203 | Chicago | IL | 60076 | N/A | PC | General Operating Support, Lev Respite, and Residential Facilities | $120,000 |
| Life Sciences Research Foundation | |||||||
| PO Box 1482 | Cockeysville | MD | 210307482 | N/A | PC | Deciphering the basis of stem cell pluripotency and the emergence of the vertebrate neural crest | $210,000 |
| Links Hall Incorporated | |||||||
| 3111 N Western Ave | Chicago | IL | 60618 | N/A | PC | Chicago Takes 10 | $15,000 |
| Links Hall Incorporated | |||||||
| 3111 N Western Ave | Chicago | IL | 60618 | N/A | PC | Chicago Takes 10 | $10,000 |
| Links Hall Incorporated | |||||||
| 3111 N Western Ave | Chicago | IL | 60618 | N/A | PC | Communications Technology and Audience Engagement initiative | $75,000 |
| Little Village Environmental Justice Organization | |||||||
| 2445 S Spaulding Ave | Chicago | IL | 60623 | N/A | PC | Proyecto Mi Villita | $100,000 |
| Logan Square Neighborhood Association | |||||||
| 2840 N Milwaukee Ave | Chicago | IL | 60618 | N/A | PC | Immigration Justice | $70,000 |
| Loyola University of Chicago | |||||||
| 820 North Michigan Ave | Chicago | IL | 60611 | N/A | PC | COVID Equity Response Collaborative Loyola: Understanding COVID-19 Transmission in Communities of Color | $545,677 |
| Machon Inc | |||||||
| 8400 Park Heights Avenue | Pikesville | MD | 21208 | N/A | PC | General Operating Support | $75,000 |
| Machon Inc | |||||||
| 8400 Park Heights Avenue | Pikesville | MD | 21208 | N/A | PC | General Operating Support | $75,000 |
| Merkos Linyonei Chinuch Lubavitch Chabad of Illino | |||||||
| 2833 W Howard St | Chicago | IL | 60645 | N/A | PC | Teaching Kitchen in memory of Kalman Shurin within Bais Menachem Synagogue | $60,000 |
| Mesivta Shaarei Adirim Midwest | |||||||
| 9220 Crawford Ave | Skokie | IL | 60076 | N/A | PC | General Operating Support | $90,000 |
| Mesivta Shaarei Adirim Midwest | |||||||
| 9220 Crawford Ave | Skokie | IL | 60076 | N/A | PC | General Operating Support | $200,000 |
| Metropolitan Planning Council (MPC) | |||||||
| 140 S Dearborn Street Suite 1400 | Chicago | IL | 60603 | N/A | PC | Terra Firma Project - Research and Demonstration Pilots | $120,000 |
| MOMENTA Inc | |||||||
| 605 Lake Street | Oak Park | IL | 60302 | N/A | PC | Audience Development | $50,000 |
| Mujeres Latinas en Accion | |||||||
| 2124 W 21st Place | Chicago | IL | 60608 | N/A | PC | Lifting the Leadership of Mujeres Latinas | $75,000 |
| Muntu Dance Theatre | |||||||
| 1809 E 71st Street Suite 203 | Chicago | IL | 60649 | N/A | PC | Operations Consulting | $100,000 |
| Music Theater Works | |||||||
| 516 Fourth Street | Wilmette | IL | 60091 | N/A | PC | Audience Development and Community Engagement | $60,000 |
| National Audubon Society Inc | |||||||
| 125 South Wacker Drive | Chicago | IL | 60606 | N/A | PC | Wetland Restoration and Bird Conservation in the Calumet Region | $107,445 |
| National Center for Civic Innovation | |||||||
| 121 Avenue of the Americas 6th Floo | New York | NY | 10013 | N/A | PC | The Presidents' Alliance Planning Grant for the Initiative on U.S. Education Pathways for Refugee Students | $50,000 |
| National Fish and Wildlife Foundation | |||||||
| 1133 Fifteenth St NW Ste 1000 | Washington | DC | 20005 | N/A | PC | Chi-Cal Rivers Fund | $180,000 |
| National Fish and Wildlife Foundation | |||||||
| 1133 Fifteenth St NW Ste 1000 | Washington | DC | 20005 | N/A | PC | Wisconsin's Lake Michigan Watershed Fund | $200,000 |
| National Immigration Forum Inc | |||||||
| 50 F Street NW Suite 300 | Washington | DC | 20001 | N/A | PC | Bibles, Badges and Business Initiative | $126,000 |
| National Museum of Mexican Art | |||||||
| 1852 W 19th St | Chicago | IL | 60608 | N/A | PC | Chicago Takes 10 | $15,000 |
| National Museum of Mexican Art | |||||||
| 1852 W 19th St | Chicago | IL | 60608 | N/A | PC | Chicago Takes 10 | $10,000 |
| Natya Dance Theatre | |||||||
| 410 S Michigan Suite 725 | Chicago | IL | 60605 | N/A | PC | Personnel Expenses for Executive Director position | $50,000 |
| NEO Philanthropy Inc | |||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | N/A | PC | resilience force - immigrants are essential campaign | $150,000 |
| NEO Philanthropy Inc | |||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | N/A | PC | four freedoms fund | $250,000 |
| Northwestern University | |||||||
| 633 Clark Street | Evanston | IL | 602081110 | N/A | PC | Nature Culture and Human Health (NCH2): Catalyzing Nature-based Solutions for Human and Public Health | $127,103 |
| Northwestern University | |||||||
| 633 Clark Street | Evanston | IL | 602081110 | N/A | PC | COVID-19 Fund to Retain Clinical Scientists | $550,000 |
| Northwestern University | |||||||
| 633 Clark Street | Evanston | IL | 602081110 | N/A | PC | Aircraft Cabin Filter-based Respiratory Disease Surveillance | $169,008 |
| Ohr Torah Stone Institutions of Israel | |||||||
| 49 W 45th Street Suite 701 | New York | NY | 10036 | N/A | PC | International Halakha Scholars Program | $120,000 |
| Openlands | |||||||
| 25 E Washington Street Suite 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 |
| Partnership for Cures dba Cures Within Reach | |||||||
| 134 N LaSalle Suite 1130 | Chicago | IL | 60602 | N/A | PC | Clinical Repurposing for Diversity Equity & Inclusion in chicagoland | $100,000 |
| Pegasus Theatre Chicago | |||||||
| 1105 W Chicago Ave Lower Level | Chicago | IL | 60642 | N/A | PC | National Young Playwrights Project | $50,000 |
| Pivot Arts | |||||||
| 1443 W Norwood St | Chicago | IL | 60660 | N/A | PC | Chicago Takes 10 | $15,000 |
| Pivot Arts | |||||||
| 1443 W Norwood St | Chicago | IL | 60660 | N/A | PC | Chicago Takes 10 | $10,000 |
| Project Witness | |||||||
| 207 Foster Avenue | Brooklyn | NY | 11230 | N/A | PC | General Operating Support | $147,500 |
| Project Witness | |||||||
| 207 Foster Avenue | Brooklyn | NY | 11230 | N/A | PC | General Operating Support | $72,500 |
| Public Media Institute | |||||||
| 960 W 31st St | Chicago | IL | 60608 | N/A | PC | Lumpen TLVSN: A Live Streaming Studio for the Arts | $50,000 |
| Puerto Rican Arts Alliance | |||||||
| 3000 N Elbridge Ave | Chicago | IL | 60618 | N/A | PC | Chicago Takes 10 | $15,000 |
| Puerto Rican Arts Alliance | |||||||
| 3000 N Elbridge Ave | Chicago | IL | 60618 | N/A | PC | Chicago Takes 10 | $10,000 |
| Puerto Rican Arts Alliance | |||||||
| 3000 N Elbridge Ave | Chicago | IL | 60618 | N/A | PC | Technology Investments for the Puente Musical Project | $100,000 |
| Red Clay Dance Company Inc | |||||||
| 808 East 63rd Street | Chicago | IL | 60637 | N/A | PC | In the making program | $150,000 |
| Relief Resources Inc | |||||||
| 150 James St Suite 208 | Lakewood | NJ | 08701 | N/A | PC | Relief Global Midwest Division | $100,000 |
| Rohingya Culture Center | |||||||
| 2740 West Devon Avenue | Chicago | IL | 60659 | N/A | PC | Personnel Expenses for Program Manager and Case Manager positions | $65,000 |
| Rush University Medical Center | |||||||
| 1201 W Harrison Street Suite 30 | Chicago | IL | 60612 | N/A | PC | B3: Boosters Breakthroughs and Biorepositories | $914,149 |
| Rush University Medical Center | |||||||
| 1201 W Harrison Street Suite 30 | Chicago | IL | 60612 | N/A | PC | Characterizing the broadly neutralizing antibody response in SARS-CoV-2 infected | $233,414 |
| Rush University Medical Center | |||||||
| 1201 W Harrison Street Suite 30 | Chicago | IL | 60612 | N/A | PC | Alive Church Network: Increasing COVID-19 Testing in Chicago's African American Testing Deserts | $700,000 |
| Rush University Medical Center | |||||||
| 1201 W Harrison Street Suite 30 | Chicago | IL | 60612 | N/A | PC | Characterizing the long-term durability and composition of COVID-19 vaccine induced antibodies | $162,500 |
| Rush University Medical Center | |||||||
| 1201 W Harrison Street Suite 30 | Chicago | IL | 60612 | N/A | PC | Characterizing the long-term durability and composition of COVID-19 vaccine induced antibodies | $81,250 |
| Rush University Medical Center | |||||||
| 1201 W Harrison Street Suite 30 | Chicago | IL | 60612 | N/A | PC | Characterizing the long-term durability and composition of COVID-19 vaccine induced antibodies | $81,250 |
| Serendipity Theatre Company DBA 2nd Story | |||||||
| 3001 W Lawrence Ave | Chicago | IL | 60625 | N/A | PC | Point of View Project and Pay Equity Initiative | $50,000 |
| Shluchim International | |||||||
| 816 Eastern Parkway | Brooklyn | NY | 11213 | N/A | PC | Chabad Early Childhood Education Program, User Experience, and Website | $100,000 |
| Shluchim International | |||||||
| 816 Eastern Parkway | Brooklyn | NY | 11213 | N/A | PC | Chabad Early Childhood Education Program, User Experience, and Website | $30,000 |
| Social Good Fund Inc | |||||||
| 12651 San Pablo Avenue Box 5473 | Richmond | CA | 94805 | N/A | PC | Illinois Science Policy Fellowship Planning Grant | $50,000 |
| Soulu | |||||||
| 3557 West Peterson Ave Suite 122 | Chicago | IL | 60659 | N/A | PC | Organizational retreat and General Operating Support | $25,000 |
| Soulu | |||||||
| 3557 West Peterson Ave Suite 122 | Chicago | IL | 60659 | N/A | PC | Organizational retreat and General Operating Support | $50,000 |
| Soulu | |||||||
| 3557 West Peterson Ave Suite 122 | Chicago | IL | 60659 | N/A | PC | Organizational retreat and General Operating Support | $50,000 |
| Southwest Organizing Project (SWOP) | |||||||
| 2558 W 63rd St | Chicago | IL | 60629 | N/A | PC | Advanced Leadership Academy | $62,500 |
| Teatro Vista Theatre with a View Inc | |||||||
| 4800 North Milwaukee Suite 201 | Chicago | IL | 60630 | N/A | PC | Multimedia Production Support | $120,000 |
| The Chicago Community Foundation | |||||||
| 225 N Michigan Ave Suite 2200 | Chicago | IL | 60601 | N/A | PC | ABIC: Federal Immigration Reform Advocacy/Shared Prosperity and Economic Recovery Equity Project | $90,000 |
| The Chicago Community Foundation | |||||||
| 225 N Michigan Ave Suite 2200 | Chicago | IL | 60601 | N/A | PC | Illinois Immigration Funders Collaborative | $250,000 |
| The Constellation Performing Arts | |||||||
| 3111 N Western Ave | Chicago | IL | 60618 | N/A | PC | Chicago Takes 10 | $15,000 |
| The Constellation Performing Arts | |||||||
| 3111 N Western Ave | Chicago | IL | 60618 | N/A | PC | Chicago Takes 10 | $10,000 |
| The Ethiopian Community Association of Chicago Inc | |||||||
| 5800 N Lincoln Ave Unit A | Chicago | IL | 60659 | N/A | PC | General Operating Support | $36,000 |
| The HANA Center | |||||||
| 4300 N California | Chicago | IL | 60618 | N/A | PC | Citizenship for All | $80,000 |
| The Morton Arboretum | |||||||
| 4100 Illinois Route 53 | Lisle | IL | 60532 | N/A | PC | Chicago Region Trees Initiative Urban Forest Corporate Sustainability Partnership Program | $170,000 |
| The Nature Conservancy | |||||||
| 400 N Michigan Ave Suite S1100 | Chicago | IL | 60611 | N/A | PC | South and West Side Health and Nature - TNC's Chicago Engagement Program | $150,000 |
| The Neo-Futurists | |||||||
| 5153 N Ashland Ave | Chicago | IL | 60640 | N/A | PC | Hybrid Programming Model | $38,000 |
| The Resurrection Project | |||||||
| 1805 South Paulina Street | Chicago | IL | 60608 | N/A | PC | Imagining More Immigrant Integration Initiative: Block by Block in Back of the Yards | $75,000 |
| The Sara Tugman Bais Chabad Torah Center of West B | |||||||
| 5595 W Maple Rd | West Bloomfield | MI | 48322 | N/A | PC | Mikvah Renovation Project | $90,000 |
| The University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | N/A | PC | Two Fellows for the Civic Leadership Academy | $50,000 |
| The University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | N/A | PC | Chicago Takes 10 | $15,000 |
| The University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | N/A | PC | Chicago Takes 10 | $10,000 |
| The University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | N/A | PC | Theater Manager Position for the Green Line Performing arts center | $75,000 |
| The University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | PC | COVID-19 Fund to Retain Clinical Scientists | $550,000 | |
| The University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | PC | Rapid Detection and Diagnosis of COVID-19 at Home and point-of-care | $150,000 | |
| The University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | PC | Simultaneous Prevention and Treatment of SARS-CoV-2 Infection by Engineering A Multivalent Nanotraplex | $150,000 | |
| Theatre Y | |||||||
| 1500 W Addison Apt 1 | Chicago | IL | 60613 | PC | Music Education Programming | $50,000 | |
| TimeLine Theatre Company | |||||||
| 615 West Wellington Avenue | Chicago | IL | 60657 | PC | Living History Program | $90,000 | |
| United States Artists Inc | |||||||
| 200 W Madison St Floor 3 | Chicago | IL | 60606 | PC | USA Fellowships and Associated Administrative Costs | $60,000 | |
| United States Artists Inc | |||||||
| 200 W Madison St Floor 3 | Chicago | IL | 60606 | PC | 2022 USA Fellowship Program | $130,000 | |
| University of Chicago Medical Center | |||||||
| 5841 S Maryland Avenue | Chicago | IL | 60637 | PC | Pop-Up COVID Vaccine Clinic | $30,000 | |
| Upwardly Global | |||||||
| 123 W Madison St Suite 1950 | Chicago | IL | 60602 | PC | Boosting Resiliency and Employability Amongst Chicago's Immigrant and Refugee Communities | $75,000 | |
| Urban Forest Carbon Registry | |||||||
| 999 Third Ave 4600 | Seattle | WA | 98104 | PC | Chicago Region Carbon and Sustainability Program in partnership with the Chicago Region Trees Initiative | $42,000 | |
| Urban Growers Collective Inc | |||||||
| 1200 W 35th St 118 | Chicago | IL | 60609 | PC | Urban Growers Collective and the Green Era Renewable Energy and Urban Farm Campus | $60,000 | |
| Vietnamese Association of Illinois | |||||||
| 5110 N Broadway | Chicago | IL | 60640 | PC | Community Organizing Program | $75,000 | |
| Welcoming America Inc | |||||||
| 315 W Ponce De Leon Ave Ste 500 | Decatur | GA | 30030 | PC | General Operating Support | $100,000 | |
| World Relief Corp of National Association of Evang | |||||||
| 191 S Gary Ave Suite 130 | Carol Stream | IL | 60188 | PC | Adapting Immigration Legal Services & Community Engagement to a Socially Distant World | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,356,980 | 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 | $1 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,834 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $25,100 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,522,776 | 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 | $36,514 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,529,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $61,615 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,069,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,130,940 | 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, 2021 the foundation paid $95,103 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, Treasurer/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 31,2021, the foundation paid $51,654 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. ** removed from the position in 2021 |
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 | $1,358 | SL | 7 | $1,629 | $0 |
| LEASEHOLD IMPRVMTS | 2019-07-01 | $1,031,324 | $146,173 | SL | 10 | $97,447 | $0 |
| OFFICE FURNITURE | 2019-07-01 | $350,535 | $75,113 | SL | 7 | $50,073 | $0 |
| WEBSITE DEVELOPMNT | 2019-11-30 | $81,945 | $17,757 | 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 | NO | Expected in 2022 | NONE NECESSARY | 327 W GOETHE ST | Chicago | IL | 60610 | ||||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990-PF, Parts I and XIV | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PARTS I AND XIV: | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $25,356,980 Less amount not treated as qualifying distribution: $36,000 TOTAL Part I, Line 25, Column (d): $25,320,980 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (90 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS - 2.950% - 03/15/2 | $385,126 | $388,622 |
| ABBVIE INC - 3.200% - 11/21/20 | $358,506 | $342,461 |
| ALEXANDRIA REAL ESTATE - 4.900 | $197,961 | $186,369 |
| AMERICAN ELEC PWR INC - 1.000% | $309,771 | $308,152 |
| AMERICAN EXPRESS CO - 2.500% - | $605,748 | $619,998 |
| AMERICAN HONDA - 2.050% - 01/1 | $403,603 | $395,768 |
| AMERICAN TOWER CORP - 1.600% - | $36,070 | $35,651 |
| AMERICAN TOWER CORP - 3.125% - | $133,593 | $130,939 |
| AMGEN INC - 2.200% - 02/21/202 | $341,590 | $337,989 |
| ANALOG DEVICES INC NT - 1.700% | $596,430 | $598,680 |
| ANHEUSER BUSCH - 4.750% - 01/2 | $402,877 | $384,410 |
| ANTHEM INC NOTE - 3.650% - 12/ | $523,583 | $576,345 |
| AON CORP - 2.800% - 05/15/2030 | $403,319 | $381,696 |
| APPLE INC - 2.850% - 02/23/202 | $444,578 | $459,414 |
| AT&T INC - 4.125% - 02/17/2026 | $492,585 | $545,630 |
| BANK OF NOVA SCOTIA - 1.950% - | $507,062 | $495,709 |
| BK OF AMERICA CORP SER N MTN - | $924,999 | $913,965 |
| BK OF AMERICA CORP SER N MTN - | $542,387 | $548,624 |
| BOSTON PPTYS LTD PARTNERSHIP - | $845,915 | $916,458 |
| BOSTON PPTYS LTD PARTNERSHIP N | $147,899 | $150,962 |
| BROOKFIELD FIN I UK PLC - 2.34 | $750,000 | $732,484 |
| CARRIER GLOBAL CORP - 2.242% - | $127,371 | $125,999 |
| CENTENE CORP - 2.450% - 07/15/ | $400,000 | $394,000 |
| CITIGROUP INC - 0.000% - 06/09 | $999,999 | $1,006,839 |
| CITIGROUP INC - 3.200% - 10/21 | $552,836 | $625,565 |
| CNH EQUIPMENT TRUST SER 2020-A | $474,830 | $483,609 |
| COMCAST CORP - 3.150% - 03/01/ | $523,474 | $586,410 |
| CORNING INC - 5.850% - 11/15/2 | $735,068 | $924,906 |
| CVS CAREMARK CORP NOTE - 4.300 | $326,217 | $314,443 |
| DANA INC - 4.250% - 09/01/2030 | $165,000 | $167,269 |
| DISNEY WALT CO - 2.000% - 09/0 | $603,289 | $612,378 |
| DTE ELEC CO - 2.250% - 03/01/2 | $401,546 | $381,379 |
| EASTMAN CHEMICAL - 4.500% - 12 | $184,930 | $182,016 |
| ECOLAB INC GLBL NT - 3.250% - | $849,450 | $950,189 |
| ENBRIDGE - 2.500% - 08/01/2033 | $235,971 | $226,041 |
| EQUINIX INC - 2.900% - 11/18/2 | $149,366 | $143,045 |
| EVERSOURCE ENERGY - 1.650% - 0 | $348,740 | $346,316 |
| FLOWSERVE CORP NOTE CALL - 2.8 | $448,809 | $438,377 |
| FRESENIUS MED CARE U - 2.375% | $598,194 | $573,966 |
| GOLDMAN SACHS GROUP - 3.500% - | $261,845 | $266,553 |
| GOLDMAN SACHS GROUP INC - 3.62 | $264,579 | $272,929 |
| GRUPO BIMBO SAB - 3.875% - 06/ | $471,295 | $501,063 |
| HCA INC - 5.500% - 06/15/2047 | $602,250 | $787,548 |
| HOME DEPOT INC - 3.350% - 09/1 | $496,510 | $534,000 |
| HP INC - 2.650% - 06/17/2031 | $597,438 | $592,188 |
| INTEL CORP - 2.450% - 11/15/20 | $400,050 | $403,822 |
| JOHNSON CTSL INTL - 1.750% - 0 | $672,901 | $643,453 |
| JP MORGAN CHASE - 2.580% - 04/ | $501,176 | $505,986 |
| JP MORGAN CHASE - 4.600% - 12/ | $904,495 | $897,969 |
| JP MRGN CHASE 2021-NYAH CL A - | $658,350 | $658,339 |
| KLABIN AUSTRIA GMBH NOTE - 7.0 | $467,685 | $546,849 |
| LINCOLN NATL CORP - 3.050% - 0 | $205,358 | $197,763 |
| MERCK &CO INC - 3.400% - 03/07 | $480,594 | $495,409 |
| MICROSOFT CORP - 2.700% - 02/1 | $525,950 | $549,843 |
| MITSUBISHI UFJ FIN - 2.309% - | $250,845 | $246,786 |
| MORGAN STANLEY - 0.864% - 10/2 | $800,000 | $788,800 |
| MORGAN STANLEY - 3.875% - 04/2 | $292,611 | $291,577 |
| MOTOROLA - 4.600% - 02/23/2028 | $901,781 | $1,016,855 |
| NEXTERA ENERGY - 1.900% - 06/1 | $399,764 | $396,124 |
| NEXTERA ENERGY CAP HLDGS INC B | $575,000 | $575,069 |
| NORTHWESTERN UNIV - 3.812% - 1 | $931,696 | $999,462 |
| OWENS CORNING NT - 7.000% - 12 | $528,409 | $671,674 |
| PAYPAL HLDGS INC - 1.650% - 06 | $509,640 | $506,146 |
| PEPSICO INC - 2.750% - 03/19/2 | $567,215 | $607,568 |
| PNC BANK - 3.250% - 06/01/2025 | $499,565 | $531,555 |
| PUBLIC SERVICE ENTERPRIS - 2.8 | $362,205 | $362,492 |
| QUANTA SVCS INC - 0.950% - 10/ | $646,256 | $643,084 |
| QUEST DIAGNOSTICS INC NT - 3.5 | $848,200 | $844,648 |
| ROPER TECHNOLOGIES INC - 4.200 | $880,424 | $983,027 |
| SCHLUMBERGER - 3.650% - 12/01/ | $606,642 | $626,754 |
| SHELL INT'L FINANCE - 2.875% - | $716,663 | $795,960 |
| SIMON PPTY GROUP LP - 2.000% - | $465,681 | $478,451 |
| STARBUCKS - 3.500% - 03/01/202 | $132,428 | $129,878 |
| STARBUCKS CORP - 4.450% - 08/1 | $698,768 | $864,612 |
| STATE STR CORP NOTE - 2.354% - | $509,420 | $515,435 |
| STATOIL - 2.650% - 01/15/2024 | $725,903 | $773,385 |
| SUMITOMO MITSUI FIN GRP INC NO | $225,088 | $220,771 |
| SUZANO AUSTRIA GMBH - 3.125% - | $739,703 | $725,633 |
| THERMO FISHER SCIENTIFIC INC N | $500,327 | $499,530 |
| TOTAL CAPITAL - 3.455% - 02/19 | $522,403 | $552,952 |
| TOYOTA AUTO - 0.140% - 01/16/2 | $903,669 | $902,693 |
| TOYOTA MOTOR - 2.150% - 02/13/ | $921,197 | $927,877 |
| UNITED PARCEL SERVICE - 3.400% | $271,873 | $272,905 |
| UNITED RENTALS - 5.250% - 01/1 | $459,000 | $487,125 |
| UNITED STATES TREAS SER AV-202 | $745,261 | $742,437 |
| UNITEDHEALTH GROUP INC - 3.750 | $576,274 | $569,489 |
| VERIZON - 1.500% - 09/18/2030 | $345,191 | $328,640 |
| VERIZON - 3.875% - 02/08/2029 | $873,346 | $970,462 |
| WHIRLPOOL CORP - 2.400% - 05/1 | $998,219 | $1,002,439 |
| XYLEM INC - 3.250% - 11/01/202 | $831,731 | $934,815 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AES CORP | $368,114 | $348,106 |
| AGILENT TECHNOLOGIES INC | $774,137 | $1,050,002 |
| AIA GROUP LTD ADR | $191,429 | $165,191 |
| ALIBABA GROUP HOLDING LTD | $603,605 | $282,483 |
| AMERICOLD REALTY TRUST | $767,974 | $728,964 |
| ANGI HOMESERVICES INC | $517,506 | $394,722 |
| ANSYS INC | $518,953 | $625,747 |
| AVATAR HOLDINGS INC. | $889,188 | $1,127,793 |
| BALL CP | $636,941 | $665,868 |
| BIOMARIN PHARMACEUTICAL INC | $535,998 | $561,553 |
| BROADRIDGE FINANCIAL | $549,307 | $616,016 |
| BURLINGTON STORES, INC | $856,208 | $1,040,691 |
| C H ROBINSON WORLDWIDE INC | $711,792 | $846,787 |
| CABLE ONE INC | $735,033 | $627,173 |
| CADENCE DESIGN SYSTEMS INC | $502,431 | $762,172 |
| CALVERT US LARGE CAP CORE RESP | $64,853,814 | $110,003,869 |
| CBOE HOLDINGS INC | $751,738 | $995,413 |
| CERNER CORPORATION | $1,022,477 | $1,264,267 |
| CHINA MERCHANTS BANK | $133,127 | $117,648 |
| COSAN ADR REPRESENTING | $126,002 | $131,246 |
| COSTAR GROUP, INC | $54,989 | $55,163 |
| CREDICORP LTD | $107,233 | $79,604 |
| DELIVERY HERO SE | $88,911 | $69,460 |
| DIGITAL RLTY TR INC | $635,048 | $872,878 |
| EPAM SYSTEMS INC | $134,850 | $276,738 |
| FIRST HORIZON NATL | $425,442 | $532,138 |
| FIRST REPUBLIC BANK | $258,945 | $398,830 |
| GROCERY OUTLET HOLDING CORP | $579,387 | $439,330 |
| GUIDEWIRE SOFTWARE INC | $916,010 | $859,195 |
| HDFC BANK LTD ADR | $161,876 | $150,642 |
| HENRY JACK & ASSOC INC | $1,066,590 | $1,110,433 |
| HILTON WORLDWIDE HOLDINGS, INC | $466,935 | $695,559 |
| HOLOGIC, INC | $1,398,920 | $1,443,922 |
| ICICI BK LTD ADS | $179,343 | $221,258 |
| IDACORP INC HLDG CO | $562,535 | $663,925 |
| ISHARES TRUST ISHARES MSCI EAF | $6,453,393 | $7,974,758 |
| JD.COM, INC | $149,355 | $130,821 |
| KLA TENCOR CORP | $735,743 | $1,209,474 |
| LEVI STRAUSS ORD SHS CLASS A | $621,847 | $574,854 |
| MARTIN CURRIE SMA-SHARES SERIE | $3,549,799 | $3,760,882 |
| MCCORMICK & CO | $590,612 | $650,257 |
| MEITUAN DIANPING UNSPONSORED A | $432,154 | $249,277 |
| MINTH GROUP UNSPONSORED ADR RE | $82,433 | $89,875 |
| O'REILLY AUTOMOTIVE INC | $814,147 | $1,233,078 |
| OIL CO LUKOIL PJSC SPON ADR RE | $97,391 | $122,757 |
| PENTAIR INC. COM | $720,219 | $996,960 |
| PING AN INSURANCE GROUP ADR | $259,233 | $153,495 |
| PPG INDUSTRIES INC | $828,960 | $989,932 |
| PROSUS NV ADR | $124,340 | $93,199 |
| PT BANK RAKYAT ADR | $131,673 | $122,219 |
| PT TELEKOM. IND. TBK ADR | $65,402 | $78,924 |
| PUBLIC STORAGE INC | $404,218 | $673,176 |
| REPUBLIC SVCS INC | $1,251,139 | $1,806,689 |
| ROPER INDUSTRIES | $916,515 | $1,048,306 |
| SBA COMMUNICATIONS CORP | $947,410 | $1,207,876 |
| SBERBANK SPONSORED ADR | $111,221 | $112,219 |
| SEA LTD | $130,643 | $118,790 |
| SIGNATURE BANK | $914,500 | $1,162,994 |
| SUNNY OPTICAL TECHNOLOGY GROUP | $74,069 | $116,800 |
| SYNOPSYS, INC | $537,640 | $820,650 |
| SYSCO CORP | $645,699 | $631,762 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $699,081 | $802,545 |
| TELEFLEX INC | $949,998 | $796,479 |
| TENCENT HOLDINGS LIMITED | $688,478 | $548,428 |
| TRIMBLE NAV LTD | $747,954 | $995,797 |
| V F CORP | $849,678 | $716,457 |
| VERISK ANALYTICS, INC | $1,023,856 | $1,182,028 |
| WB INTL LEADERS FD INST CL | $12,081,770 | $17,471,722 |
| WESTERN DIGITAL CORP | $726,845 | $888,486 |
| XINYI SOLAR HOLDINGS ADR | $75,930 | $74,874 |
| XYLEM INC | $737,826 | $885,403 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $28,238,069 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $28,469,556 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $8,672,832 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $9,082,547 | 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 | $2,987 | $8,417 | $8,418 |
| LEASEHOLD IMPRVMTS | $1,031,324 | $243,620 | $787,704 | $787,704 |
| OFFICE FURNITURE | $350,535 | $125,186 | $225,349 | $225,348 |
| WEBSITE DEVELOPMNT | $81,945 | $34,147 | $47,798 | $47,798 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $431,759 | LegalFeesAmt |
| Disbursements Charitable Prps | $431,759 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $95,500 | $95,500 | |
| Bank Charges | $2,475 | $2,461 | |
| Computers/Electronic Devices | $2,404 | $2,404 | |
| Equipment Maintenance | $5,337 | $5,337 | |
| Equipment/Furniture Purchase | $2,049 | $2,049 | |
| CREDIT CARD FEES | $173 | $173 | |
| Foundation Dues & Memberships | $25,495 | $25,495 | |
| INDEMNIFICATION INSURANCE | $8,537 | $8,537 | |
| Insurance Premiums | $21,833 | $21,833 | |
| Office & Supplies | $5,601 | $5,601 | |
| Payroll Processing Fees | $2,368 | $2,368 | |
| Postage/Delivery Service | $2,070 | $2,070 | |
| State or Local Filing Fees | $50 | $50 | |
| TRAINING & PROF DEVELOPMENT | $29,729 | $29,729 | |
| Website Hosting/Support | $283 | $283 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LINE OF CREDIT | $3,001,458 | $12,506,077 |
| SALARY PAYABLE | $43,284 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $6,020 | $6,020 | |
| EMPLOYEE RECRUITING/TEMP AGNCY | $18,850 | $18,850 | |
| Investment Management Services | $737,283 | $733,184 | |
| Philanthropic Consulting Srvcs | $316,636 | $316,636 | |
| BENEFIT CONSULTING SERVICES | $4,746 | $4,746 | |
| Website Development | $108,929 | $108,929 | |
| EMCEE SERVICES | $10,000 | $10,000 | |
| ARCHITECTUAL SERVICES | $685 | $685 | |
| VIDEO PRODUCTION SERVICES | $111,575 | $111,575 | |
| MARKETING CONSULTING SERVICES | $23,340 | $23,340 | |
| PROJECT MANAGEMENT | $7,706 | $7,706 | |
| SHREDDING SERVICES | $1,767 | $1,767 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $108,100 | |
| 990-PF Extension for 2020 | $121,790 | |
| 990-T Extension for 2020 | $4,800 | |
| Foreign Tax Paid | $6,629 | $6,592 |