TAWANI CHARITABLE DISTRIBUTION FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TAWANI CHARITABLE DISTRIBUTION FUND (EIN 30-0040386)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202503119349102265
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T18:42:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST STE 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300040386 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAWANI CHARITABLE DISTRIBUTION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAWA | BusinessNameControlTxt |
| Phone | 3123749390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S MICHIGAN AVE 1025 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN RIFKIN | PersonNm |
| Person Title | CHIEF NON-PROFIT OFFICER | PersonTitleTxt |
| Phone | 3123749455 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGET ROCHE | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $116,960,063 | 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 | $10,303,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,492 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,653 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,202,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,083,834 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,070,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,299,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,966,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $145,375 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,306,147 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $21,732,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,368,191 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $209,116 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $203,310 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $118,271 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $115,758 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,263 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,263 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $90,932 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,370 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $55,047 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,256,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,009,290 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $137,147 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $12,912 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $84,466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,542 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,941 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,921 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,565 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $110 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $110 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,213 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,797,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,077,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $545,413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,121,210 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,069,088 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,919,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,077,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,614,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,813,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,290,442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,561,191 | CashBOYAmt |
| Cash EOY | $1,494,352 | CashEOYAmt |
| Cash EOYFMV | $1,494,352 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,563,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,169,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,169,905 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $216,770 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $22,010 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $22,010 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $55,261 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $109,644 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $55,261 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $55,261 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,318 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,667 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,667 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,147,228 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,243,695 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,243,695 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $58,925,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,006,172 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $68,006,172 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,131,869 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,294,993 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,294,993 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,677,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,660,683 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,660,683 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $109,586 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,261 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,149 | LandBOYAmt |
| Land EOY | $3,325 | LandEOYAmt |
| Land EOYFMV | $3,325 | LandEOYFMVAmt |
| Total Assets BOY | $100,344,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,960,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $116,960,063 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $86,872 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $138,696 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,304,282 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,872,652 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,475 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,391,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,033,823 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $96,953,685 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $108,926,240 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,953,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,926,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,344,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,960,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,953,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,813,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,159,453 | OtherIncreasesAmt |
| Subtotal | $108,926,240 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,926,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $23,722,435 | $18,838,741 | $4,883,694 | $4,883,694 |
| INVESTMENT IN LIMITED PARTNERSHIPS | P | $2,583,945 | $2,583,945 | ||
| CAPITAL GAINS DIVIDENDS | P | $498,918 | $498,918 | $498,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,966,557 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129,137 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $129,137 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $129,137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,647 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $126,647 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,490 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TAWANIFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN RIFKIN | IndividualWithBooksNm |
| Phone | 3123749455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S MICHIGAN AVE NO 1025 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| COLONEL IL JENNIFER N PRITZKER | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| MARY F FALCON | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | SECRETARY | 0.25 | $0 | $0 | $0 |
| SHARI L KOEHLER | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | TREASURER (THRU 08/2024) | 0.25 | $0 | $0 | $0 |
| LEWIS M COLLENS | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| COLONEL DAVID R PELIZZON USA RET | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREW PRITZKER | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| TAL HAVA PRITZKER | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| WILLIAM PRITZKER | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN RIFKIN | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | EXEC DIR; COO PHILAN | 12.00 | $79,413 | $13,217 | $618 |
| SANDY EDEN | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | PROJECT MANAGER | 20.00 | $42,671 | $12,245 | $1,688 |
| COLLEEN CONRAD | ||||||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | GRANTS MANAGER | 20.00 | $35,468 | $13,834 | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT MGMT FEE | $379,264 |
| TEI PROFESSIONAL SERVICES | |||||
| 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | MANAGEMENT FEE | $124,073 |
| GRANT THORNTON ADVISORS LLC | |||||
| 171 N CLARK ST STE 200 | CHICAGO | IL | 60601 | ACCOUNTING | $75,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,030,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,255,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,660,683 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,946,713 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,946,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,559,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,387,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,119,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,119,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129,137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $129,137 | TotalTaxAmt |
| Distributable Before Adj | $4,990,239 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,990,239 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,990,239 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,614,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,614,501 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,990,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,507,521 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,549,671 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,143,105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,365,377 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,288,862 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,854,536 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,614,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,990,239 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,624,262 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,478,798 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,507,521 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,971,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,549,671 | ExcessFromYear4Amt |
| Excess From Year3 | $5,143,105 | ExcessFromYear3Amt |
| Excess From Year2 | $4,365,377 | ExcessFromYear2Amt |
| Excess From Year1 | $4,288,862 | ExcessFromYear1Amt |
| Excess From Current Year | $4,624,262 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | COLONEL IL JENNIFER N PRITZKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A JUST HARVEST | |||||||
| 7649 N PAULINA ST | CHICAGO | IL | 606261017 | N/A | PC | GENERAL SUPPORT | $5,000 |
| A SILVER LINING FOUNDATION | |||||||
| 134 N LA SALLE ST STE 2050 | CHICAGO | IL | 606021133 | N/A | PC | GENERAL SUPPORT | $76,000 |
| ACLU FOUNDATION INC | |||||||
| 125 BROAD STREET | NEW YORK | NY | 100042400 | N/A | PC | GENERAL SUPPORT | $150,000 |
| AFTER SCHOOL MATTERS | |||||||
| 66 E RANDOLPH ST | CHICAGO | IL | 60601 | N/A | PC | 40 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $640 |
| AMERICAN FARM SCHOOL | |||||||
| 1740 BROADWAY SUITE 1500 | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN FRIENDS OF YAD LABANIM INC | |||||||
| 1501 WILSHIRE | LOS ANGELES | CA | 900170000 | N/A | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN JEWISH HISTORICAL SOCIETY | |||||||
| 15 WEST 16TH STREET FLOOR 5 | NEW YORK | NY | 100116301 | N/A | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN NATIONAL RED CROSS FBO RED CROSS OF GREATER CHICAGO | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 200065310 | N/A | PC | GENERAL SUPPORT | $2,000 |
| AMNESTY INTERNATIONAL INC | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 100011823 | N/A | PC | GENERAL SUPPORT | $20,000 |
| BERNIE'S BOOK BANK | |||||||
| 917 NORTH SHORE DRIVE | LAKE BLUFF | IL | 600442201 | N/A | PC | GENERAL SUPPORT | $25,000 |
| BEYOND THE BALL NFP | |||||||
| 2758 S LAWNDALE AVE | CHICAGO | IL | 60623 | N/A | GOV | 135 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $2,210 |
| BIG SHOULDERS FUND | |||||||
| 212 W VAN BUREN SUITE 900 | CHICAGO | IL | 60607 | N/A | PC | 98 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $980 |
| CAMP NEBAGAMON SCHOLARSHIP FUND | |||||||
| 610 YALE RD | BALA CYNWYD | PA | 190042219 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CANTERUSA CHICAGO | |||||||
| 2688 REEDGRASS WAY | WAUCONDA | IL | 600845101 | N/A | PC | GENERAL SUPPORT | $2,400 |
| CAROL SHIELDS PRIZE FOR FICTION OF AMERICA | |||||||
| 190 S LASALLE ST SUITE 1700 | CHICAGO | IL | 60603 | N/A | PC | GENERAL SUPPORT | $100,000 |
| CENTER FOR APPLIED TRANSGENDER STUDIES | |||||||
| 710 N LAKE SHORE DR STE 18009 | CHICAGO | IL | 606113006 | N/A | PC | GENERAL SUPPORT | $2,500 |
| CHICAGO ABORTION FUND | |||||||
| 333 W NORTH AVE STE 267 | CHICAGO | IL | 606101293 | N/A | PC | GENERAL SUPPORT | $30,000 |
| CHICAGO ARCHITECTURE CENTER | |||||||
| 111 E WACKER DR STE 1321 | CHICAGO | IL | 606014402 | N/A | PC | GENERAL SUPPORT | $35,000 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 600221168 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CHICAGO COMMUNITY TRUST | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 606017757 | N/A | GOV | GENERAL SUPPORT | $35,000 |
| CHICAGO CULTURAL ALLIANCE | |||||||
| 600 W JACKSON | CHICAGO | IL | 606615636 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHICAGO FOUNDATION FOR WOMEN | |||||||
| 140 S DEARBORN ST STE 400 | CHICAGO | IL | 60603 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK ST | CHICAGO | IL | 606146038 | N/A | PC | GENERAL SUPPORT | $42,500 |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N DEARBORN ST STE 825 | CHICAGO | IL | 606547659 | N/A | PC | GENERAL SUPPORT | $12,000 |
| CHICAGO PLASTIC SURGERY RESEARCH FOUNDATION INC | |||||||
| 1166 SHERIDAN RD | HIGHLAND PARK | IL | 600354119 | N/A | PC | GENERAL SUPPORT | $40,000 |
| CHICAGO PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W MADISON ST FL 3 | CHICAGO | IL | 606063412 | N/A | PC | GENERAL SUPPORT | $12,500 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 606042596 | N/A | PC | GENERAL SUPPORT | $1,145,000 |
| CHICAGOBLEND GROUP INC | |||||||
| 1623 W FULTON ST | CHICAGO | IL | 60612 | N/A | PC | GENERAL SUPPORT | $35,000 |
| CORNELL UNIVERSITY | |||||||
| 377 PINE TREE RD | ITHACA | NY | 148502820 | N/A | PC | GENERAL SUPPORT | $75,000 |
| EQUALITY ILLINOIS EDUCATION INSTITUTE | |||||||
| PO BOX 1313 | CHICAGO | IL | 606901313 | N/A | PC | GENERAL SUPPORT | $105,000 |
| EQUALITY OHIO EDUCATION FUND | |||||||
| 370 S 5TH ST STE G3 | CLEVELAND | OH | 44102 | N/A | PC | GENERAL SUPPORT | $50,000 |
| EVANSTON HISTORY CENTER | |||||||
| 225 GREENWOOD ST | EVANSTON | IL | 602014713 | N/A | PC | GENERAL SUPPORT | $47,500 |
| FAMILY TREE CLINIC | |||||||
| 1919 NICOLLET AVE | MINNEAPOLIS | MN | 554033747 | N/A | PC | GENERAL SUPPORT | $100,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 606013206 | N/A | PC | GENERAL SUPPORT | $40,000 |
| FIELD MUSEUM | |||||||
| 1400 S DUSABLE LAKESHORE | CHICAGO | IL | 606050000 | N/A | PC | GENERAL SUPPORT | $20,000 |
| FOCUS | |||||||
| 338 RIDGE RD | BARRINGTON | IL | 600109602 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | N/A | PC | GENERAL SUPPORT | $20,000 |
| FRANK LLOYD WRIGHT BUILDING CONSERVANCY | |||||||
| 53 W JACKSON BLVD STE 720 | CHICAGO | IL | 606043471 | N/A | PC | GENERAL SUPPORT | $25,000 |
| FRIENDS OF NACHUSA GRASSLANDS | |||||||
| 8772 S LOWDEN RD | FRANKLIN GRV | IL | 610319617 | N/A | PC | GENERAL SUPPORT | $20,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 101650015 | N/A | PC | GENERAL SUPPORT | $15,000 |
| GERBER HART LIBRARY AND ARCHIVES | |||||||
| 6500 N CLARK ST | CHICAGO | IL | 606264097 | N/A | PC | GENERAL SUPPORT | $1,131 |
| GIRLS IN THE GAME NFP | |||||||
| 1401 S SACRAMENTO DR SUITE 405 | CHICAGO | IL | 60623 | N/A | PC | GENERAL SUPPORT & 101 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $16,616 |
| GLAD (GLBTQ LEGAL ADVOCATES & DEFENDERS) | |||||||
| 30 WINTER ST STE 800 | BOSTON | MA | 02108 | N/A | PC | GENERAL SUPPORT | $250,000 |
| GLESSNER HOUSE MUSEUM | |||||||
| 1800 S PRAIRIE AVE | CHICAGO | IL | 606161320 | N/A | PC | GENERAL SUPPORT | $25,000 |
| GRANT PARK ORCHESTRAL ASSOCIATION | |||||||
| 205 E RANDOLPH ST | CHICAGO | IL | 606016530 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 606323920 | N/A | PC | GENERAL SUPPORT & 30 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $12,600 |
| HARBOR CAMPS | |||||||
| PO BOX 920251 | NEEDHAM | MA | 024920003 | N/A | PC | GENERAL SUPPORT | $25,000 |
| HARTFORD SYMPHONY ORCHESTRA | |||||||
| 166 CAPITOL AVE | HARTFORD | CT | 061061621 | N/A | PC | GENERAL SUPPORT | $5,000 |
| HEART OF THE CITY | |||||||
| PO BOX 356 | WAUKEGAN | IL | 60079 | N/A | PC | 334 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $3,340 |
| HOWARD BROWN HEALTH CENTER | |||||||
| 1025 W SUNNYSIDE AVE STE 100 | CHICAGO | IL | 606405684 | N/A | PC | GENERAL SUPPORT | $200,000 |
| INJUSTICE WATCH NFP | |||||||
| 55 E JACKSON BLVD STE 640 | CHICAGO | IL | 60604 | N/A | PC | GENERAL SUPPORT | $100,000 |
| INTERNATIONAL RESCUE COMMITTEE (IRC) | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PC | GENERAL SUPPORT | $60,000 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS ST | CHICAGO | IL | 606065054 | N/A | PC | GENERAL SUPPORT | $5,025 |
| JOURNALISM FUNDING PARTNERS | |||||||
| 1731 HOWE AVE 242 | SACRAMENTO | CA | 95825 | N/A | PC | GENERAL SUPPORT | $10,000 |
| JUVENILE TEMPORARY DETENTION CENTER | |||||||
| 1100 S HAMILTON AVE | CHICAGO | IL | 60612 | N/A | PC | 104 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $1,588 |
| KENOSHA COMMUNITY FOUNDATION | |||||||
| 19600 75TH STREET SUITE 122-1 | BRISTOL | WI | 53104 | N/A | PC | GENERAL SUPPORT | $50,000 |
| KENOSHA PRIDE INC | |||||||
| 5630 43RD AVE | KENOSHA | WI | 531442541 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LA CASA NORTE | |||||||
| 3533 W NORTH AVE | CHICAGO | IL | 60647 | N/A | PC | 60 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $960 |
| LAMBDA LEGAL | |||||||
| 120 WALL ST 19TH FL | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $25,000 |
| LANDMARKS ILLINOIS | |||||||
| 30 N MICHIGAN AVE STE 2020 | CHICAGO | IL | 606023611 | N/A | PC | GENERAL SUPPORT | $40,000 |
| LEWIS ELEMENTARY SCHOOL | |||||||
| 1431 N LEAMINGTON AVE | CHICAGO | IL | 60651 | N/A | GOV | 400 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $5,040 |
| LINCOLN PARK ZOO WOMEN'S BOARD | |||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | N/A | PC | GENERAL SUPPORT | $50,000 |
| LOYOLA UNIVERSITY CHICAGO | |||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 606112147 | N/A | PC | GENERAL SUPPORT | $700,000 |
| LUMINARTS CULTURAL FOUNDATION AT THE UNION LEAGUE CLUB OF CHICAGO | |||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 606043507 | N/A | PC | GENERAL SUPPORT | $10,000 |
| LURIE CHILDREN'S HOSPITAL OF CHICAGO | |||||||
| 225 E CHICAGO AVE BOX 282 | CHICAGO | IL | 606112991 | N/A | PC | GENERAL SUPPORT | $105,469 |
| MAKE-A-WISH FOUNDATION OF ILLINOIS INC | |||||||
| 200 W MONROE ST NO 1801 | CHICAGO | IL | 60606 | N/A | PC | 20 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $320 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER RD FORT CRONKHITE | SAUSALITO | CA | 949650000 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | NY | 217415030 | N/A | PC | GENERAL SUPPORT | $60,000 |
| NATIONAL PUBLIC RADIO INC (US) | |||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 200027502 | N/A | PC | GENERAL SUPPORT | $40,000 |
| NEW ISRAEL FUND | |||||||
| 6 E 39TH ST STE 301 | NEW YORK | NY | 100160456 | N/A | PC | GENERAL SUPPORT | $160,000 |
| NEW YORK PUBLIC RADIO - WNYC | |||||||
| 160 VARICK STREET | NEW YORK | NY | 100131220 | N/A | PC | GENERAL SUPPORT | $20,000 |
| NEW YORK STAGE AND FILM | |||||||
| PO BOX 1333 | NEW YORK | NY | 100180000 | N/A | PC | GENERAL SUPPORT | $75,000 |
| NEWBERRY LIBRARY | |||||||
| 60 W WALTON ST | CHICAGO | IL | 606103305 | N/A | PC | GENERAL SUPPORT | $10,000 |
| NORTHFIELD FOOD PANTRY | |||||||
| 2550 WAUKEGAN ROAD SUITE 100 | GLENVIEW | IL | 600251777 | N/A | PC | GENERAL SUPPORT | $75,000 |
| NORTHWESTERN FEINBERG SCHOOL OF MEDICINE | |||||||
| 541 N FAIRBANKS CT RM 1630 | CHICAGO | IL | 606113319 | N/A | SO I | GENERAL SUPPORT | $25,000 |
| NORTHWOODS CHILDREN'S MUSEUM | |||||||
| PO BOX 216 | EAGLE RIVER | WI | 54521 | N/A | PC | GENERAL SUPPORT | $93,500 |
| OPERATION WHITE STORK | |||||||
| 512 CHESTNUT ST UNIT 11 | WINNETKA | IL | 600932448 | N/A | PC | GENERAL SUPPORT | $1,553,000 |
| OXFAM AMERICA INC | |||||||
| 226 CAUSEWAY ST 5TH FLOOR | BOSTON | MA | 021142171 | N/A | PC | GENERAL SUPPORT | $50,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE RM 1501 | NEW YORK | NY | 100176745 | N/A | PC | GENERAL SUPPORT | $42,500 |
| PABST MANSION INC | |||||||
| 2000 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | N/A | PC | GENERAL SUPPORT | $25,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 606144922 | N/A | PC | GENERAL SUPPORT | $20,000 |
| PHILANDER SMITH COLLEGE | |||||||
| 812 W 13TH ST | LITTLE ROCK | AR | 722023718 | N/A | PC | GENERAL SUPPORT | $200,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 100383844 | N/A | PC | GENERAL SUPPORT | $20,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 17 N STATE STREET | CHICAGO | IL | 606023315 | N/A | PC | GENERAL SUPPORT | $24,000 |
| POLISH MUSEUM OF AMERICA | |||||||
| 984 N MILWAUKEE AVE | CHICAGO | IL | 606424101 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PRESERVATION CHICAGO | |||||||
| 205 W MONROE ST STE 400 | CHICAGO | IL | 606065006 | N/A | PC | GENERAL SUPPORT | $50,000 |
| PRITZKER MILITARY FOUNDATION | |||||||
| 104 S MICHIGAN AVE NO1025 | CHICAGO | IL | 60603 | N/A | PF | SALARIES/BENEFITS & GENERAL OFFICE EXPENSES | $483,752 |
| PROJECT HOOD COMMUNITIES DEVELOPMENT CORPORATION | |||||||
| 6620 S KING DR | CHICAGO | IL | 606373210 | N/A | PC | GENERAL SUPPORT | $25,000 |
| PROPUBLICA | |||||||
| 155 AVE AMERICA 13 FL | NEW YORK | NY | 100130000 | N/A | PC | GENERAL SUPPORT | $2,400 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON | DC | 200371251 | N/A | PC | GENERAL SUPPORT | $25,000 |
| RAVINIA | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 600355031 | N/A | PC | GENERAL SUPPORT | $25,000 |
| REVOLUTION WORKSHOP | |||||||
| 3410 W LAKE ST | CHICAGO | IL | 60624 | N/A | PC | GENERAL SUPPORT | $12,500 |
| SALVATION ARMY METRO DIVISION | |||||||
| 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 601920000 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SETI INSTITUTE | |||||||
| 339 BERNARDO AVE STE 200 | MOUNTAIN VIEW | CA | 94043 | N/A | PC | GENERAL SUPPORT | $580,122 |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE UNIT 5473 | RICHMOND | CA | 948054021 | N/A | PC | GENERAL SUPPORT | $20,000 |
| SOCIETY OF ARCHITECTURAL HISTORIANS | |||||||
| 1365 N ASTOR ST | CHICAGO | IL | 606102144 | N/A | PC | GENERAL SUPPORT | $2,500 |
| STARTOUT | |||||||
| FOUR EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL SUPPORT | $25,000 |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90095 | N/A | PC | GENERAL SUPPORT | $75,000 |
| TIMELINE THEATRE | |||||||
| 615 W WELLINGTON AVE | CHICAGO | IL | 60640 | N/A | PC | GENERAL SUPPORT | $50,000 |
| TRANSGENDER LEGAL DEFENSE & EDUCATION FUND INC | |||||||
| 20 W 20TH ST STE 705 | NEW YORK | NY | 100119255 | N/A | PC | GENERAL SUPPORT | $62,500 |
| TRUSTEES OF INDIANA UNIVERSITY | |||||||
| PO BOX 78000 | DETROIT | MI | 482780867 | N/A | PC | GENERAL SUPPORT | $14,710 |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 701185665 | N/A | PC | GENERAL SUPPORT | $606,520 |
| UNITED STATES NATIONAL HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 200242126 | N/A | PC | GENERAL SUPPORT | $7,500 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 554552010 | N/A | PC | GENERAL SUPPORT | $130,000 |
| UPLIFTING ATHLETES | |||||||
| 8 ATKINSON DR PO BOX 574 | DOYLESTOWN | PA | 18901 | N/A | PC | 12 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $192 |
| URBAN INITIATIVES | |||||||
| 650 W LAKE ST | CHICAGO | IL | 60661 | N/A | PC | 120 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $1,670 |
| USO | |||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | N/A | PC | 300 TICKETS AND 300 SCARVES TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $11,235 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||
| 1161 21ST AVE S | NASHVILLE | TN | 372320011 | N/A | PC | GENERAL SUPPORT | $175,000 |
| VILAS COUNTY ECONOMIC DEVELOPMENT CORPORATION | |||||||
| PO BOX 1621 | EAGLE RIVER | WI | 54521 | N/A | PC | GENERAL SUPPORT | $17,500 |
| WFMT 987 FM PUBLIC RADIO | |||||||
| 5400 N SAINT LOUIS AVE | CHICAGO | IL | 606254623 | N/A | PC | GENERAL SUPPORT | $12,500 |
| WHITMAN-WALKER INSTITUTE INC | |||||||
| 1201 SYCAMORE DRIVE SE | WASHINGTON | DC | 20032 | N/A | PC | GENERAL SUPPORT | $150,000 |
| WINDOW TO THE WORLD COMMUNICATIONS INC | |||||||
| 5400 N SAINT LOUIS AVE | CHICAGO | IL | 606254623 | N/A | PC | GENERAL SUPPORT | $125,000 |
| WINGS PROGRAM INC | |||||||
| PO BOX 95615 | PALATINE | IL | 600950615 | N/A | PC | GENERAL SUPPORT | $25,200 |
| WINGS WORLDQUEST | |||||||
| 205 E 42ND ST 20TH FL | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $7,500 |
| WORLD PEDIATRICS | |||||||
| 7201 GLEN FOREST DR STE 304 | SAINT LOUIS | MO | 63132 | N/A | PC | GENERAL SUPPORT | $230,000 |
| WRIGHT-WAY RESCUE | |||||||
| 5915 LINCOLN AVE | MORTON GROVE | IL | 600533348 | N/A | PC | GENERAL SUPPORT | $10,000 |
| YMCA METROPOLITAN CHICAGO | |||||||
| 1030 W VAN BUREN ST | CHICAGO | IL | 606072916 | N/A | PC | 50 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $600 |
| YOUTH GUIDANCE | |||||||
| 1 N LASALLE ST NO 900 | CHICAGO | IL | 60602 | N/A | PC | 135 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024 | $1,620 |
| YWCA METROPOLITAN CHICAGO | |||||||
| 1 N LASALLE ST | CHICAGO | IL | 606023902 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,552,840 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SILVER LINING FOUNDATION | |||||||
| 134 N LASALLE ST STE 2050 | CHICAGO | IL | 606021133 | N/A | PC | GENERAL SUPPORT | $26,000 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK ST | CHICAGO | IL | 606146038 | N/A | PC | GENERAL SUPPORT | $12,500 |
| CHICAGO PLASTIC SURGERY RESEARCH FOUNDATION INC | |||||||
| 1166 SHERIDAN RD | HIGHLAND PARK | IL | 600354119 | N/A | PC | GENERAL SUPPORT | $40,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 606042596 | N/A | PC | GENERAL SUPPORT | $9,000,000 |
| FRIENDS OF NACHUSA GRASSLANDS | |||||||
| 8772 S LOWDEN RD | FRANKLIN GRV | IL | 610319617 | N/A | PC | GENERAL SUPPORT | $60,000 |
| GLAD (GLBTQ LEGAL ADVOCATES & DEFENDERS) | |||||||
| 30 WINTER ST STE 800 | BOSTON | MA | 02108 | N/A | PC | GENERAL SUPPORT | $200,000 |
| KENOSHA COMMUNITY FOUNDATION | |||||||
| 19600 75TH STREET SUITE 122-1 | BRISTOL | WI | 53104 | N/A | PC | GENERAL SUPPORT | $100,000 |
| LEGACY PROJECT | |||||||
| 3018 N CLYBOURN | CHICAGO | IL | 606188067 | N/A | PC | GENERAL SUPPORT | $30,000 |
| LGBTQ VICTORY INSTITUTE | |||||||
| 1225 I STREET NW SUITE 525 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $25,000 |
| NORTHFIELD FOOD PANTRY | |||||||
| 2550 WAUKEGAN RD STE 100 | GLENVIEW | IL | 600251777 | N/A | PC | GENERAL SUPPORT | $75,000 |
| OPERATION WHITE STORK | |||||||
| 512 CHESTNUT ST UNIT 11 | WINNETKA | IL | 600932448 | N/A | PC | GENERAL SUPPORT | $2,000,000 |
| PARTNERSHIPS FOR CHANGE | |||||||
| PO BOX 29455 | SAN FRANCISCO | CA | 941290455 | N/A | PC | GENERAL SUPPORT | $300,000 |
| REVOLUTION WORKSHOP | |||||||
| 3410 W LAKE ST | CHICAGO | IL | 60624 | N/A | PC | GENERAL SUPPORT | $12,500 |
| SETI INSTITUTE | |||||||
| 339 BERNARDO AVE | MOUNTAIN VIEW | CA | 94043 | N/A | PC | GENERAL SUPPORT | $330,000 |
| THE SANTA FE OPERA | |||||||
| 301 OPERA DRIVE | SANTA FE | NM | 875062823 | N/A | PC | GENERAL SUPPORT | $400,000 |
| TIMELINE THEATRE | |||||||
| 5539 N BROADWAY UNIT B | CHICAGO | IL | 60640 | N/A | PC | GENERAL SUPPORT | $50,000 |
| VILAS COUNTY ECONOMIC DEVELOPMENT CORPORATION | |||||||
| PO BOX 1621 | EAGLE RIVER | WI | 54521 | N/A | PC | GENERAL SUPPORT | $17,500 |
| WHITMAN-WALKER INSTITUTE INC | |||||||
| 1201 SYCAMORE DRIVE SE | WASHINGTON | DC | 20032 | N/A | PC | GENERAL SUPPORT | $150,000 |
| WINDOW TO THE WORLD COMMUNICATIONS INC | |||||||
| 5400 N SAINT LOUIS AVE | CHICAGO | IL | 606254623 | N/A | PC | GENERAL SUPPORT | $100,000 |
| WORLD PEDIATRICS | |||||||
| 1325 N WARSON RD | SAINT LOUIS | MO | 63132 | N/A | PC | GENERAL SUPPORT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $13,428,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,492 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,202,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,893 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,066,760 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SERVICE AGREEMENT REV | $60,000 | ||||
| LP INCOME/(LOSS) | 901101 | -$141,113 | 01 | $191,542 | |
| TAX REFUND | 01 | $34,946 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$137,220 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,506,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $60,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,429,117 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | PROGRAMMATIC SHARED SERVICE SUPPORT OF PEOPLE, MARKETING AND OTHERS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JNP 2010 PARACHUTE TRUST N3 | ||||||
| 1 | 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | $7,100,000 | Yes (X) |
| JNP 2010 PARACHUTE TRUST N2 | ||||||
| 2 | 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | $2,100,000 | Yes (X) |
| JNP 2007 PARACHUTE TRUST N1 | ||||||
| 3 | 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | $800,000 | Yes (X) |
| TAL HAVA PRITZKER | ||||||
| 4 | 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | $235,000 | Yes (X) |
| ERIN SOLARO | ||||||
| 5 | 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | $53,000 | Yes (X) |
| MARY FALCON | ||||||
| 6 | 104 S MICHIGAN AVE NO 1025 | CHICAGO | IL | 60603 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $90,932 | Amt |
| Net Investment Income | $16,370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $55,047 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRITZKER MILITARY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S MICHIGAN AVE NO 1025 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-12-31 | GrantDt |
| Grant | $483,751 | GrantAmt |
| Purpose Of Grant | SALARIES/BENEFITS & GENERAL OFFICE EXPENSES | PurposeOfGrantTxt |
| Expended By Grantee | $483,751 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/31/2024 | DatesOfReportsByGranteeTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,294,993 | EOYBookValueAmt |
| EOYFMV | $3,294,993 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $68,006,172 | EOYBookValueAmt |
| EOYFMV | $68,006,172 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,243,695 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,243,695 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN LPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $24,660,683 | BookValueAmt |
| EOYFMV | $24,660,683 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,263 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,263 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY | $11,766 | $1,635 | $0 | $10,660 |
| INSURANCE | $6,792 | $0 | $0 | $7,256 |
| BANK & CREDIT CARD FEES | $3,935 | $0 | $0 | $3,935 |
| DUES AND SUBSCRIPTIONS | $331 | $0 | $0 | $59 |
| SHIPPING/POSTAGE | $55 | $0 | $0 | $48 |
| LICENSES & PERMITS | $6 | $0 | $0 | $12 |
| OTHER EXPENSES | $245 | $0 | $0 | $243 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SERVICE AGREEMENT REV | $60,000 | $0 | |
| LP INCOME/(LOSS) | $50,429 | $0 | $1,306,147 |
| TAX REFUND | $34,946 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS | Desc |
| Amt | $6,159,453 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO REL. PARTY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $22,475 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK LLOYD WRIGHT TRUST LOAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $55,261 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT. FEES - BPEA | $642,311 | $582,905 | $0 | $0 |
| INVESTMENT MGMT. FEES - NT | $379,110 | $379,264 | $0 | $0 |
| TEI & TMP PROFESSIONAL SERVICES | $233,748 | $46,750 | $0 | $124,073 |
| TPM MANAGEMENT FEES | $1,486 | $371 | $0 | $13,074 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $60,000 | $0 | $0 | $0 |
| FEDERAL UBI TAXES | $9,000 | $0 | $0 | $0 |
| STATE UBI TAXES | $15,466 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $37,542 | $0 | $0 |