TAWANI CHARITABLE DISTRIBUTION FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TAWANI CHARITABLE DISTRIBUTION FUND (EIN 30-0040386)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349104030
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T15:12:16-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300040386 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Colonel (IL) James N Pritzker | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Distribution Fund | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHARI KOEHLER | InCareOfNm |
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 3123749390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S Michigan Ave Suite No 500 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARI KOEHLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3123749455 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bridget T Roche | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.229.29.128 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 36941220193195000076 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA7A40431AF8F3A1E6FBDDFBA2DC3AA784B67D06 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB64C1701B389F151E46C096E2734789DEA2CBCD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,707,792 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,065,236 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $183,774 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $183,630 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $852,030 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $728,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,821,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,660,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,819,771 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,922,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,731,409 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $144,710 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $144,710 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,472 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,472 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,570 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,170,840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,044,388 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $101,866 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $136,465 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,975 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,975 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $295,429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,958 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $277,188 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,850,461 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,053,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $626,781 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,891,069 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,379,507 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,741,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,053,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,006,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,180,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,678,063 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,605,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,596,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,596,766 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,185 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,185 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $33,160,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,975,339 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,975,339 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,403,503 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,590,049 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,590,049 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,969,441 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,303,694 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,303,694 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $100,546 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,787 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $29,286 | LandBOYAmt |
| Land EOY | $20,759 | LandEOYAmt |
| Land EOYFMV | $20,759 | LandEOYFMVAmt |
| Other Assets BOY | $220,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $220,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $220,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $58,387,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,707,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,707,792 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $184,582 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $11,224,398 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,408,980 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $58,387,732 | UnrestrictedBOYAmt |
| Unrestricted EOY | $55,298,812 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,387,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,298,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,387,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,707,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,387,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,180,523 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,792 | OtherIncreasesAmt |
| Subtotal | $63,608,047 | SubtotalAmt |
| Other Decreases | $8,309,235 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,298,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GAIN/LOSS FROM SECURITIES | P | $13,559,071 | $9,840,636 | $3,718,435 | $3,718,435 |
| BPEA PARTNERSHIPS | P | $101,336 | $101,336 | $101,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,819,771 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,177,554 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $67,496,909 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.165601 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,913,428 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,903,039 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.198965 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,626,692 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $71,963,830 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.203251 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,354,440 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $54,630,769 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.20784 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,566,838 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $50,739,353 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.247674 | DistributionYr5Rt |
| Total Distribution | 1.023331 | TotalDistributionRt |
| Average Distribution | 0.204666 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $71,702,009 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,674,963 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,781 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,711,744 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,026,288 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,561 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $73,561 | SubtotalAmt |
| Tax Based On Investment Income | $73,561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $82,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,012 | EsPenaltyAmt |
| Overpayment | $5,427 | OverpaymentAmt |
| Applied To ES Tax | $5,427 | 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 |
| 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 |
| Website Address | WWW.TAWANIFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARI KOEHLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123749455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S MICHIGAN AVE SUITE 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Col IL JN Pritzker retired | ||||||||
| 104 S Michigan Ave | Chicago | IL | 60603 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| Charles E Dobrusin | ||||||||
| 104 S Michigan Ave | Chicago | IL | 60603 | Director | 1.0 | $0 | $0 | $0 |
| DAVID R PELIZZON | ||||||||
| 104 S Michigan Ave | Chicago | IL | 60603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LEWIS COLLENS | ||||||||
| 104 S Michigan Ave | Chicago | IL | 60603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MARY PARTHE | ||||||||
| 104 S Michigan Ave | Chicago | IL | 60603 | DIRECTOR/SECRETARY | 1.0 | $0 | $0 | $0 |
| TAL HAVA PRITZKER | ||||||||
| 104 S Michigan Ave | Chicago | IL | 60603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ANDREW PRITZKER | ||||||||
| 104 S Michigan Ave | Chicago | IL | 60603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| WILLIAM PRITZKER | ||||||||
| 104 S Michigan Ave | Chicago | IL | 60603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAREEMA CRUZ | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | GRANT MANAGER | 40.0 | $71,574 | $20,764 | $0 |
| THEODORE MOSTERD | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | OFFICE MANAGER | 40.0 | $62,206 | $8,427 | $0 |
| SUSAN RIFKIN | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | EXECUTIVE DIRECTOR | 40.0 | $116,264 | $4,449 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBD Advisors | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 PENNSYLVANIA | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $126,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WALTER E OLSON LIBRARY LOAN | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
| Total | $20,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,396,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,093,525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,303,694 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,793,918 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,793,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,091,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,702,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,585,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,585,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,561 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $27,170 | IncomeTaxAmt |
| Total Tax | $100,731 | TotalTaxAmt |
| Distributable Before Adj | $3,484,369 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,484,369 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,484,369 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,006,288 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $20,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,026,288 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $11,026,288 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,484,369 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $10,080,218 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,690,869 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,081,252 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,713,995 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,879,276 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,445,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,026,288 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,484,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,541,919 | RemainingDistriFromCorpusAmt |
| Total Corpus | $54,987,529 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,080,218 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,907,311 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,690,869 | ExcessFromYear4Amt |
| Excess From Year3 | $11,081,252 | ExcessFromYear3Amt |
| Excess From Year2 | $9,713,995 | ExcessFromYear2Amt |
| Excess From Year1 | $7,879,276 | ExcessFromYear1Amt |
| Excess From Current Year | $7,541,919 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | COL IL JN PRITZKER RETIRED | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 Club of Chicago | ||||||||
| 875 North Michigan Avenue Suite 13 | Chicago | IL | 60611 | NONE | PC | General Support | $5,000 | |
| 350org | ||||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | NONE | PC | General Support | $20,000 | |
| A Just Harvest | ||||||||
| 7653 North Paulina Street | Chicago | IL | 60626 | NONE | PC | General Support | $12,500 | |
| A Silver Lining Foundation | ||||||||
| 134 North LaSalle Street Suite 121 | Chicago | IL | 60602 | NONE | PC | General Support | $3,000 | |
| Abraham Lincoln Presidential Library Fnd | ||||||||
| 500 E Madison Street Suite 200 | Springfield | IL | 62701 | NONE | PC | General Support | $5,000 | |
| ACLU Foundation of NY | ||||||||
| 125 Broadstreet 18th floor | New York | NY | 10004 | NONE | PC | General Support | $20,000 | |
| ACLU Foundation of NY LGBT & HIV Project | ||||||||
| 125 Broadstreet 18th Floor | New York | NY | 10004 | NONE | PC | General Support | $10,000 | |
| Advance Illinois | ||||||||
| 303 East Wacker Drive Suite 1925 | Chicago | IL | 60601 | NONE | PC | General Support | $1,000 | |
| American Jewish Historical Society | ||||||||
| 15 West 16th Street | New York | NY | 10011 | NONE | PC | General Support | $1,000 | |
| American Red Cross | ||||||||
| 2015 East Street NW | Washington | DC | 20006 | NONE | PC | General Support | $5,000 | |
| American Red Cross Of Greater Chicago | ||||||||
| 2200 West Harrison Street | Chicago | IL | 60612 | NONE | PC | General Support | $5,000 | |
| Americares | ||||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | NONE | PC | General Support | $10,000 | |
| Amnesty International Inc | ||||||||
| 5 Penn Plaza 16th Floor | New York | NY | 10001 | NONE | PC | General Support | $20,000 | |
| Bernie's Book Bank | ||||||||
| 917 North Shore Drive | Lake Bluff | IL | 60044 | NONE | PC | General Support | $20,000 | |
| Birthright Israel Foundation | ||||||||
| PO Box 21615 | New York | NY | 10087 | NONE | PC | General Support | $1,000 | |
| Boys and Girls Clubs of America | ||||||||
| 1725 Peachtree Street 7th Floor | Atlanta | GA | 30309 | NONE | PC | General Support | $504 | |
| Camp Nebagamon Scholarship Fund | ||||||||
| PO Box 331 | East Troy | WI | 53120 | NONE | PC | General Support | $5,000 | |
| Camperships for Nebagamon | ||||||||
| PO Box 331 | East Troy | WI | 53120 | NONE | PC | General Support | $5,000 | |
| Center on Halsted | ||||||||
| 3656 North Halsted | Chicago | IL | 60613 | NONE | PC | General Support | $1,000 | |
| Chicago Architecture Foundation | ||||||||
| 111 East Wacker Drive Suite 1321 | Chicago | IL | 60601 | NONE | PC | General Support | $30,000 | |
| Chicago Botanic Garden | ||||||||
| 1000 Lake Cook Road | Chicago | IL | 60022 | NONE | PC | General Support | $5,000 | |
| Chicago History Museum | ||||||||
| 1601 North Clark Street | Chicago | IL | 60614 | NONE | PC | General Support | $30,000 | |
| Chicago Public Library Foundation | ||||||||
| 20 North Michigan Avenue Suite 520 | Chicago | IL | 60602 | NONE | PC | General Support | $5,000 | |
| Chicago Symphony Orchestra | ||||||||
| 220 South Michigan Avenue | Chicago | IL | 60604 | NONE | PC | General Support | $87,000 | |
| Choices in Childbirth | ||||||||
| 601 West 26th Street Suite 325-246 | New York | NY | 10001 | NONE | PC | General Support | $20,000 | |
| Civic Federation | ||||||||
| 10 North Dearborn Street Suite 800 | Chicago | IL | 60602 | NONE | PC | General Support | $25,000 | |
| Cornell University | ||||||||
| 130 East Seneca Street Suite 400 | Ithaca | NY | 14850 | NONE | PC | General Support | $50,000 | |
| Democracy Now Productions Inc | ||||||||
| 207 West 25th Street 11th Floor | New York | NY | 10001 | NONE | PC | General Support | $4,000 | |
| DePaul University - Theater School | ||||||||
| 1 East Jackson Boulevard | Chicago | IL | 60604 | NONE | PC | General Support | $1,000 | |
| Doctors Without Borders USA Inc | ||||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | NONE | PC | General Support | $50,000 | |
| Emanuel Congregation | ||||||||
| 5959 North Sheridan Road | Chicago | IL | 60660 | NONE | PC | General Support | $62,500 | |
| Equality Illinois Education Project | ||||||||
| 73 West Monroe PO 401 | Chicago | IL | 60603 | NONE | PC | General Support | $10,000 | |
| Evanston History Center | ||||||||
| 225 Greenwood Street | Evanston | IL | 60201 | NONE | PC | General Support | $187,500 | |
| Francis W Parker School | ||||||||
| 330 West Webster Avenue | Chicago | IL | 60614 | NONE | PC | General Support | $10,000 | |
| Frank Lloyd Wright Building Conservancy | ||||||||
| 53 West Jackson Boulevard Suite 11 | Chicago | IL | 60604 | NONE | PC | General Support | $25,000 | |
| Frank Lloyd Wright Preservation Trust | ||||||||
| 209 South LaSalle Street Suite 118 | Chicago | IL | 60604 | NONE | PC | General Support | $20,000 | |
| Friends of Nachusa Grasslands | ||||||||
| 8772 South Lowden Road | Franklin Grove | IL | 61031 | NONE | PC | General Support | $15,000 | |
| George C Marshall Foundation | ||||||||
| PO Box 1600 | Lexington | KY | 24450 | NONE | PC | General Support | $5,000 | |
| Glessner House Museum | ||||||||
| 1800 S Prairie Avenue | Chicago | IL | 60616 | NONE | PC | General Support | $50,000 | |
| Grant Park Orchestral Association | ||||||||
| 205 East Randolph | Chicago | IL | 60601 | NONE | PC | General Support | $5,000 | |
| Greater Chicago Food Depository | ||||||||
| 4100 West Ann Lurie Place | Chicago | IL | 60632 | NONE | PC | General Support | $1,000 | |
| Hebrew Union Col-Jewish Inst of Religion | ||||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | NONE | PC | General Support | $2,000 | |
| Howard Young Foundation | ||||||||
| PO Box 470 240 Maple Street | Woodruff | WI | 54568 | NONE | PC | General Support | $1,000 | |
| Illinois Association of Museums | ||||||||
| 502 South Spring Street | Springfield | IL | 62706 | NONE | PC | General Support | $1,500 | |
| Illinois Executive Mansion Association | ||||||||
| PO Box 5444 | Springfield | IL | 62705 | NONE | PC | General Support | $62,500 | |
| Illinois Holocaust Museum & Education | ||||||||
| 9603 Woods Drive | Skokie | IL | 60077 | NONE | PC | General Support | $25,000 | |
| Jesse White Foundation | ||||||||
| 412 West Chicago Avenue | Chicago | IL | 60654 | NONE | PC | General Support | $1,000 | |
| La Leche League International | ||||||||
| 110 Horizon Drive Suite 210 | Raleigh | NC | 27615 | NONE | PC | General Support | $10,000 | |
| Landmarks Illinois | ||||||||
| 30 North Michigan Avenue Suite 202 | Chicago | IL | 60602 | NONE | PC | General Support | $60,000 | |
| Lincoln Academy of Illinois | ||||||||
| One Old State Capital Plaza | Springfield | IL | 62701 | NONE | PC | General Support | $10,000 | |
| Lincoln Park Zoo | ||||||||
| 2001 North Clark Street | Chicago | IL | 60614 | NONE | PC | General Support | $1,725,000 | |
| Loyola University Chicago | ||||||||
| 820 North Michigan Avenue | Chicago | IL | 60611 | NONE | PC | General Support | $1,010,000 | |
| Lurie Children's Hospital of Chicago | ||||||||
| 225 East Chicago Avenue Box 4 | Chicago | IL | 60611 | NONE | PC | General Support | $125,000 | |
| Michael D Palm Center | ||||||||
| 2370 Market Street 405 | San Francisco | CA | 94114 | NONE | PC | General Support | $1,115,000 | |
| Mitchell Museum of the American Indian | ||||||||
| 3001 Central Street | Evanston | IL | 60201 | NONE | PC | General Support | $27,500 | |
| Museum of Science and Industry | ||||||||
| 5700 South Lakeshore Drive | Chicago | IL | 60637 | NONE | PC | General Support | $25,000 | |
| National Public Radio Inc | ||||||||
| 1111 North Capital Street NE | Washington | DC | 20002 | NONE | PC | General Support | $10,000 | |
| National Trust For Historic Preservation | ||||||||
| 2600 Virginia Avenue NW Suite 1100 | Washington | DC | 20037 | NONE | PC | General Support | $5,000 | |
| National Yiddish Book Center | ||||||||
| 1021 West Street | Amherst | MA | 01002 | NONE | PC | General Support | $1,000 | |
| New York Junior Tennis & Learning | ||||||||
| 58-12 Queens Boulevard Suite 1 | Woodside | NY | 11377 | NONE | PC | General Support | $4,000 | |
| New York Public Radio - WYNC | ||||||||
| 160 Varick Street 8th Floor | New York | NY | 10013 | NONE | PC | General Support | $10,000 | |
| Newberry Library | ||||||||
| 60 West Walton Street | Chicago | IL | 60610 | NONE | PC | General Support | $4,500 | |
| Norwich University | ||||||||
| 158 Harmon Drive | Northfield | VT | 05663 | NONE | PC | General Support | $3,500,000 | |
| Oxfam-America Inc | ||||||||
| 226 Causeway Street 5th Floor | Boston | MA | 02114 | NONE | PC | General Support | $100,000 | |
| Peer Health Exchange | ||||||||
| 223 West Jackson Suite 600 | Chicago | IL | 60606 | NONE | PC | General Support | $5,000 | |
| Preservation Chicago | ||||||||
| 4410 North Ravenswood Avenue | Chicago | IL | 60640 | NONE | PC | General Support | $6,500 | |
| Project HOOD Communities Development Corp | ||||||||
| 6620 South Martin Luther King Drive | Chicago | IL | 60637 | NONE | PC | General Support | $10,000 | |
| Rails to Trails Conservancy | ||||||||
| 2121 Ward Court NW 5th Floor | Washington | DC | 20037 | NONE | PC | General Support | $95,000 | |
| Ravinia | ||||||||
| 418 Sheridan Road | Highland Park | IL | 60035 | NONE | PC | General Support | $25,000 | |
| Ride Illinois | ||||||||
| 2550 Cheshire Drive | Aurora | IL | 60504 | NONE | PC | General Support | $2,500 | |
| Salvation Army Metro Division | ||||||||
| 5040 North Pulaski Road | Chicago | IL | 60630 | NONE | PC | General Support | $503 | |
| SETI Institute | ||||||||
| 189 Bernardo Avenue Suite 200 | Mountain View | CA | 94043 | NONE | PC | General Support | $500,000 | |
| Shedd Aquarium | ||||||||
| 1200 S Lake Shore Drive | Chicago | IL | 60605 | NONE | PC | General Support | $5,000 | |
| Society of Architectural Historians | ||||||||
| 1365 North Astor Street | Chicago | IL | 60610 | NONE | PC | General Support | $25,000 | |
| Team Rubicon | ||||||||
| 6171 West Century Boulevard Suite | Los Angeles | CA | 90045 | NONE | PC | General Support | $10,000 | |
| The John Howard Association of Illinois | ||||||||
| 70 East Lake Street Suite 1116 | Chicago | IL | 60601 | NONE | PC | General Support | $5,000 | |
| The New Israel Fund | ||||||||
| 6th East 39th Street Suite 301 | New York | NY | 10016 | NONE | PC | General Support | $150,000 | |
| The Polish Museum of America | ||||||||
| 984 North Milwaukee Avenue | Chicago | IL | 60642 | NONE | PC | General Support | $2,500 | |
| The Trust for Public Land | ||||||||
| 666 Broadway 9th Floor | New York | NY | 10012 | NONE | PC | General Support | $16,000 | |
| The University of Chicago | ||||||||
| 130 East Randolph Suite 2500 | Chicago | IL | 60601 | NONE | PC | General Support | $5,000 | |
| The Williams Institute UCLA School of Law | ||||||||
| 10889 Wilshire Boulevard Suite 150 | Los Angeles | CA | 90024 | NONE | PC | General Support | $16,000 | |
| Transportation Alternatives | ||||||||
| 111 John Street Suite 260 | New York | NY | 10038 | NONE | PC | General Support | $10,000 | |
| Trust for National Mall | ||||||||
| 1300 Pennsylvania Avenue NW Suite | Washington | DC | 20004 | NONE | PC | General Support | $2,500 | |
| Tulane University | ||||||||
| 1555 Poydras Street Suite 1000 | New Orleans | LA | 70112 | NONE | PC | General Support | $50,000 | |
| United States Holocaust Museum Memorial | ||||||||
| Midwest Regional Office PO Box 18 | Highland Park | IL | 60035 | NONE | PC | General Support | $2,500 | |
| Unity Temple Restoration Foundation | ||||||||
| 875 Lake Street | Oak Park | IL | 60301 | NONE | PC | General Support | $450,000 | |
| University of Arkansas for Medical Sciences | ||||||||
| 4301 West Markham Street Suite 716 | Little Rock | AR | 72205 | NONE | PC | General Support | $25,000 | |
| Walter E Olson Memorial Library Found | ||||||||
| po box 1076 | Eagle River | WI | 54521 | NONE | PC | General Support | $20,000 | 203 North Main Street |
| Wings World Quest | ||||||||
| 205 East 42nd Street | New York | NY | 10017 | NONE | PC | General Support | $7,500 | 20th Floor |
| Women's Board of the Lincoln Park Zoo | ||||||||
| 2001 Norh Clark Street | Chicago | IL | 60611 | NONE | PC | General Support | $25,000 | |
| Women's Business Development Center | ||||||||
| 8 South Michigan Avenue | Chicago | IL | 60603 | NONE | PC | General Support | $125,000 | 4th Floor |
| WWCI | ||||||||
| 5400 North St Louis Avenue | Chicago | IL | 606254698 | NONE | PC | General Support | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,379,507 | 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 | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $144 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,630 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $124,022 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $728,008 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,242 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,819,771 | 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 | $125,408 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,731,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,856,817 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Jennifer Pritzker | ||||||
| 1 | 104 S Michigan Ave Ste 500 | CHICAGO | IL | 60611 | $10,938,077 | Yes (X) |
| Andrew Pritzker | ||||||
| 2 | 104 S Michigan Ave Ste 500 | Chicago | IL | 60611 | $127,159 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ACCOUNTIING | $5,820 | $5,820 |
| ACCOUNTING EXP AUDIT | $39,750 | $39,750 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|
| PRITZKER MILITARY FOUNDATION | |||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | $1,000,000 | 1 GRANT WAS MADE DURING 2018 FOR GENERAL SUPPORT OF THE FOUNDATION. | YES | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE: THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| RICHARD DRIEHAUS MUSEUM | |||||||
| 40 EAST ERIE STREET | CHICAGO | IL | 60611 | $10,000 | 1 GRANT WAS MADE DURING 2018 FOR GENERAL SUPPORT OF THE FOUDNATION. | YES | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE: THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME INVESTMENTS | BondNm |
| EOY Book Value | $8,590,049 | EOYBookValueAmt |
| EOYFMV | $8,590,049 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $38,975,339 | EOYBookValueAmt |
| EOYFMV | $38,975,339 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BPEA III, LP | AT COST | $9,336,954 | $9,336,954 |
| BPEA IV, LP | AT COST | $4,816,418 | $4,816,418 |
| BPEA STRATEGIC HEALTHCARE, LP | AT COST | $1,150,322 | $1,150,322 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WALTER E OLSEN MEM LIB LOAN | Desc |
| BOY Book Value | $220,000 | BOYBookValueAmt |
| EOY Book Value | $220,000 | EOYBookValueAmt |
| EOYFMV | $220,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $5,452,402 |
| CONVERSION TO GAPP ADJUSTMENT | $2,585,949 |
| IN-KIND OCCUPANCY AND OFFICE EXPENSE | $270,884 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $1,452 | $290 | $1,161 |
| REPAIR & MAINTENANCE | $896 | $0 | $896 |
| TELEPHONE | $1,180 | $236 | $944 |
| LIABILITY INSURANCE | $6,828 | $1,366 | $5,462 |
| POSTAGE & SHIPPING | $601 | $120 | $481 |
| UTILITIES | $423 | $85 | $338 |
| WEB DEVELOPMENT | $5,384 | $1,077 | $4,307 |
| PRINTING | $3,118 | $624 | $2,495 |
| EQUIPMENT & FURNITURE EXP | $10,352 | $214 | $855 |
| INFORMATION TECHNOLOGY | $24,731 | $4,946 | $19,785 |
| SUBSCRIPTIONS | $2,543 | $2,543 | |
| MISC. EXPENSE | $15,628 | $15,628 | |
| EXPENSE REIMBURSEMENT | $222,293 | $222,293 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSETS RELEASED FROM RESTRICTION | Desc |
| Amt | $39,792 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PUBLIC RELATIONS | $8,866 | $8,866 | |
| MANAGEMENT FEES | $1,068,974 | $0 | $1,044,388 |
| TEI PROFESSIONAL SERVICES | $30,000 | $30,000 | |
| CONSULTING SERVICE FEES | $63,000 | $63,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NON-PAYROLL TAXES | CategoryTxt |
| Amt | $136,465 | Amt |