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WALDER FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WALDER FAMILY FOUNDATION (EIN 46-4092041)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-30
IRS object ID
202513039349101601
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-30T12:17:31-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464092041EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Walder FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlWALDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKathleen CoughlinPersonNm
Person TitleSecretaryPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-10-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$199,745,590FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,800ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$92,875InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$84,873InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,557,940DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,253,964DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,318,014NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68,597,202GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,859,867CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,972OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$8,972,601TotalRevAndExpnssAmt
Total Net Invst Incm$8,198,704TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$171,475CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$171,475CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,729,355OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,729,355OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$493,720PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$493,720PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$619,417LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$619,417LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,987,310OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$387,454OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,563,330OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$1,323,655InterestRevAndExpnssAmt
Interest Net Invst Incm$1,209,622InterestNetInvstIncmAmt
Taxes Rev And Expnss$61,847TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,039TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$160,953DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$255,680OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$255,680OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$445,543TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$445,543TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,958PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$3,958PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$343,005OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,218OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$341,683OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,595,918TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,600,333TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,624,161TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,415,290ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,415,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,011,208TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,600,333TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$30,039,451TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,038,607ExcessRevenueOverExpensesAmt
Net Investment Income$6,598,371NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,773,979SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,940,262SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,940,262SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$19,127AcctRcvblAmt
Acct Rcvbl BOY$16,744AcctRcvblBOYAmt
Acct Rcvbl EOY$19,127AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$19,127AcctRcvblEOYFMVAmt
US Government Obligations BOY$36,881,409USGovernmentObligationsBOYAmt
US Government Obligations EOY$29,746,215USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$28,584,297USGovtObligationsEOYFMVAmt
Corporate Stock BOY$118,667,685CorporateStockBOYAmt
Corporate Stock EOY$99,189,879CorporateStockEOYAmt
Corporate Stock EOYFMV$146,224,648CorporateStockEOYFMVAmt
Corporate Bonds BOY$26,531,599CorporateBondsBOYAmt
Corporate Bonds EOY$23,107,807CorporateBondsEOYAmt
Corporate Bonds EOYFMV$22,401,805CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,470,208LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$894,757LandBldgEquipAccumDeprecAmt
Land BOY$736,404LandBOYAmt
Land EOY$575,451LandEOYAmt
Land EOYFMV$575,451LandEOYFMVAmt
Total Assets BOY$187,607,820TotalAssetsBOYAmt
Total Assets EOY$154,578,741TotalAssetsEOYAmt
Total Assets EOYFMV$199,745,590TotalAssetsEOYFMVAmt
Other Liabilities BOY$25,063,393OtherLiabilitiesBOYAmt
Other Liabilities EOY$15,072,640OtherLiabilitiesEOYAmt
Total Liabilities BOY$25,063,393TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,072,640TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$162,544,427RetainedEarningBOYAmt
Retained Earning EOY$139,506,101RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$162,544,427TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$139,506,101TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$187,607,820TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$154,578,741TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$162,544,427TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,038,607ExcessRevenueOverExpensesAmt
Other Increases$281OtherIncreasesAmt
Subtotal$139,506,101SubtotalAmt
Tot Net Ast Or Fund Balances EOY$139,506,101TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$68,597,202$63,279,188$5,318,014$5,318,014
ALLOCATED TO UBTI-ACQ INDEBTEDNESS-$458,147
FieldValueIRS element (for citing)
Capital Gain Net Income$4,859,867CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$91,717InvestmentIncomeExciseTaxAmt
Subtotal$91,717SubtotalAmt
Tax Based On Investment Income$91,717TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$84,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$93,700TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,983OverpaymentAmt
Applied To ES Tax$1,983AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kate Coughlin
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas10.0$118,913$0$0
Jeffrey L Sweet
Foundation Source 501 Silverside RdWilmingtonDE198091377VP6.0$52,562$0$0
Elizabeth Walder
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Sec, Dir30.0$0$0$0
Joseph Walder through March 2024
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir0.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
Juliana Kerr
5215 OLD ORCHARD RDSkokieIL60077SR PROGRAM DIRECTOR40.0$221,237$22,829
JACK WESTWOOD
5215 OLD ORCHARD RDSkokieIL60077SR PROGRAM DIRECTOR40.0$205,654$51,320
MEAGAN LEARY
5215 OLD ORCHARD RDSkokieIL60077SR PROGRAM DIRECTOR40.0$183,592$38,623
JENNI RICHTON
5215 OLD ORCHARD RDSkokieIL60077PROGRAM DIRECTOR40.0$173,927$50,339
BRITTANY ANDERSEN
5215 OLD ORCHARD RDSkokieIL60077SR DIR OF OPS &GRANT40.0$159,992$50,854
FieldValueIRS element (for citing)
Other Employee Paid Over50k500OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
WILLIAM BLAIR & COMPANY LLC
150 NORTH RIVERSIDE PLAZACHICAGOIL60606Investment Mgmt$423,980
McDermott Will & Emery LLP
PO Box 931464ATLANTAGA31193legal$390,404
Greenberg Traurig LLP
PO Box 936769AtlantaGA31193Legal$221,256
CG Life
657 W Lake StreetChicagoIL60661Philanthropic$195,995
Wagner Lane Productions
411 W Ontario StChicagoIL60654Event prod, photo,AV$188,032
FieldValueIRS element (for citing)
Contractor Paid Over50k100ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1COMMUNITY COLLABORATIONS: A FORUM OF DIVERSE PERSPECTIVES AND VOICES IN CHICAGO'S ART COMMUNITY - CREATING SPACE TO UPLIFT THE SECTOR AND ENCOURAGE COLLABORATIONDescription1Txt
Expenses1$79,827Expenses1Amt
Description2GUIDE: RESOURCE FOR LOCAL PHILANTHROPY INTERESTED IN SUPPORTING A WELCOMING CHICAGODescription2Txt
Expenses2$54,784Expenses2Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$203,522,511AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances-$546,396AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$202,976,115TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$13,547,227AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$189,428,888AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,841,433CashDeemedCharitableAmt
Net Vl Noncharitable Assets$186,587,455NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,329,373MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,329,373MinimumInvestmentReturnAmt
Tax Based On Investment Income$91,717TaxBasedOnInvestmentIncomeAmt
Income Tax$116,853IncomeTaxAmt
Total Tax$208,570TotalTaxAmt
Distributable Before Adj$9,120,803DistributableBeforeAdjAmt
Recoveries Qualfied Distri$281RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,121,084DistributableBeforeDedAmt
Distributable As Adjusted$9,121,084DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,039,451ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$30,039,451QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,121,084DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$16,782,272ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,430,475ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,069,917ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,530,319ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$62,812,983TotalExcessDistributionCyovAmt
Qualifying Distributions$30,039,451QualifyingDistributionsAmt
Applied To Current Year$9,121,084AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,918,367RemainingDistriFromCorpusAmt
Total Corpus$83,731,350TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$83,731,350ExcessDistriCyovToNextYrAmt
Excess From Year4$16,782,272ExcessFromYear4Amt
Excess From Year3$15,430,475ExcessFromYear3Amt
Excess From Year2$13,069,917ExcessFromYear2Amt
Excess From Year1$17,530,319ExcessFromYear1Amt
Excess From Current Year$20,918,367ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerElizabeth WalderContributingManagerNm
Contributing ManagerJoseph WalderContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (200 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
A Whitehead
1515 W Hollywood AvenueChicagoIL60603noneIplatform award$5,000
A Young
850 N California AvenueChicagoIL60622noneIplatform award$66,667
ALBANY PARK THEATER PROJECT
3320 W FOSTER AVE PMB 120CHICAGOIL60625N/APCSupport for Co-Executive Director Position$75,000
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVE STE 750CHICAGOIL60601N/APCChicago(land) Flooding and Sanitation Equity Initiative$450,000
AMERICAN COMPOSERS FORUM
332 MINNESOTA ST SUITE E-145ST PAULMN55101N/APCAmplifying Artists' Stories on I CARE IF YOU LISTEn$50,000
AMERICAN FRIENDS OF HALA
3612 SHANNON RDCLEVELANDOH44118N/APCSupport for Purchase of MRI Machine$250,000
AMERICAN FRIENDS OF HARUV-MEHALEV ASSOCIATION LTD
4502 E 41ST STTULSAOK74135N/APCThe Haruv Institute - National Center for Innovation in Children's Resilience, Trauma and Mental Health$100,000
AMERICAN FRIENDS OF MAOZ-SEAL INC
C/O ABS 57 WINGATE ST STE 204HAVERHILLMA01832N/APCCross-System Leadership Training for the Mental Healthcare field$100,000
AMERICAN FRIENDS OF MATAN INC
18 ORCHARD HILL DRMONSEYNY10970N/APCInternational Advanced Educators Institute - Eshkolot and strategic planning$125,000
AMERICAN FRIENDS OF NISHMAT
520 8TH AVENUE 4TH FLNEW YORKNY10018N/APCKollel Fellowships at Nishmat: The Jeanie Schottenstein Center for Advanced Torah Studies for Women$150,000
AMERICAN FRIENDS OF PEACE OF MIND INC
1581 ROUTE 27 STE 201EDISONNJ08817N/APCMetiv Israel Psychotrauma Center- MDMA Assisted Therapy research$54,000
AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC
8 W 40TH ST 8TH FLNEW YORKNY10018N/APCNational Center for Post Trauma and Resilience$54,000
AMERICAN IMMIGRATION COUNCIL INC
1331 G ST NW 2ND FLOORWASHINGTONDC20005N/APCPractical Pathways for Legal Assistance$75,000
AMERICAS MEDIA INITIATIVE NFP
4750 N SHERIDAN RD STE 329CHICAGOIL60640N/APCDocumentary Series on Immigration in Chicago (working title)$50,000
ART WORKS PROJECTS
909 W WASHINGTON BLVD APT 905CHICAGOIL60607N/APCUnderstanding Migration in Chicago$50,000
ART COUNCIL INC ARTADIA FUND FOR ART & DIALOGUE
PO BOX 20187BROOKLYNNY11202N/APCArtadia Awards for Performing Artists$25,000
ASYLUM SEEKER ADVOCACY PROJECT INC
228 PARK AVE S 84810NEW YORKNY10003N/APCGeneral Operating Support$50,000
B Calhoun
9642 S Crandon AvenueChicagoIL60617noneIplatform award$66,667
B Fernandes
746 W Melrose StreetChicagoIL60657noneIplatform award$66,667
B Gay
7149 S RhodesChicagoIL60619noneIplatform award$5,000
BADER HILLEL HIGH INC
6789 N GREEN BAY AVEGLENDALEWI53209N/APCGeneral Operating Support$54,000
BATSHEVA LEARNING CENTER INC
737 N FORMOSA AVELOS ANGELESCA90046N/APCGeneral Operating Support and Adapting High School curriculum$75,000
BLOCK CLUB CHICAGO NFP
333 N MICHIGAN AVE 1000CHICAGOIL60601N/APCExpand & amplify Block Club's coverage of Chicago's immigrant communities with an Immigrant Communities Reporting Fellow$25,000
BORDERLESS MAGAZINE NFP
4753 N BROADWAY FLR 2CHICAGOIL60640N/APCVisualizing a Welcoming City$75,000
CENTRO ROMERO
6216 N CLARK STCHICAGOIL60660N/APCCentro Romero LALAS Project$100,000
CHEDER LUBAVITCH HEBREW DAY SCHOOL INC
5201 HOWARD STSKOKIEIL60077N/APCEquity & Excellence in Education Initiative$120,000
CHICAGO COMMUNITY FOUNDATION
33 S STATE ST STE 750CHICAGOIL60603N/APCIllinois Immigration Funders Collaborative$250,000
CHICAGO HORTICULTURAL SOCIETY
1000 LAKE COOK RDGLENCOEIL60022N/APCImproving ex situ plant conservation: Scaling up zoo pedigree management approaches to critically rare plants in the Pacific$387,049
CHICAGO HORTICULTURAL SOCIETY
1000 LAKE COOK RDGLENCOEIL60022N/APCThe grass can be greener: Exploring lawn alternatives for biodiversity support, climate change resilience, and infrastructure$100,000
CHICAGO MEZUZAH AND MITZVAH CAMPAIGN
2757 W PRATT BLVDCHICAGOIL60645N/APCCMC Senior Center Garden$150,000
CHICAGO PUBLIC MEDIA INC
NAVY PIER 848 EAST GRAND AVECHICAGOIL60611N/APCDeepening Understanding of Migration in Chicago through local reporting$50,000
CHICAGO PUBLIC MEDIA INC
NAVY PIER 848 EAST GRAND AVECHICAGOIL60611N/APCVocalo$62,500
CHICAGO REFUGEE COALITION
303 E WACKER DR STE 2108CHICAGOIL60601N/APCUnderstanding Migration in Chicago and Executive Director salary$25,000
CHICAGO STATE FOUNDATION
9501 S KING DRCHICAGOIL60628N/APCEnhancing the impacts and footprints of the Illinois lsamp$148,170
CHICAGO UNITED FOR EQUITY
355 E OHIO ST UNIT 11396CHICAGOIL60611N/APCGeneral Operating Support$40,000
CHICAGO URBAN LEAGUE
4510 S MICHIGAN AVECHICAGOIL60653N/APCChanging Faces, Safe Places$75,000
CITY OF CHICAGO
121 N LASALLE RM 700CHICAGOIL60602N/AGOVOffice of New Americans Fellowship$40,000
CIVL CHARITY INC
1617 W COLUMBIA AVE APT 3NCHICAGOIL60626N/APCElevating Chicago's Performing Arts Ecosystem$50,000
CONCORD COMMUNITY ORGANIZATION
6319 S KIMBARK AVECHICAGOIL60637N/APCHome Away From Home Center$40,000
CONSTELLATION PERFORMING ARTS
2821 N MAPLEWOOD AVECHICAGOIL60618N/APCStaff Capacity and Production Underwriting Program$80,000
CORE I INC
1052 NEW YORK AVEBROOKLYNNY11203N/APCGeneral Operating Support$75,000
CORE I INC
1052 NEW YORK AVEBROOKLYNNY11203N/APCGeneral support$200,000
COURT THEATRE FUND
5535 S ELLIS AVECHICAGOIL60637N/APCEstablishing an Engagement Division$100,000
CREATIVE CAPITAL FOUNDATION
15 MAIDEN LNNEW YORKNY10038N/APCCareer Mapping for Artists: Artist-Driven Engagement strategy$50,000
CROSSROADS FUND
3411 W DIVERSEY AVE STE 20CHICAGOIL60647N/APCCultivate$100,000
D Jones
226 North Clinton StreetChicagoIL60661noneIplatform award$66,667
D Locks
2707 N Lawndale AvenueChicagoIL60647noneIplatform award$5,000
DANCE USA
1015 15TH ST NW STE 1000WASHINGTONDC20005N/APCDance/USA 2025 National Conference in Chicago, IL$50,000
DEPAUL UNIVERSITY
1 E JACKSON BLVDCHICAGOIL60604N/APCDePaul Asylum and Immigration Legal Clinic - Strengthening Legal Services for Immigrants in Chicago$75,000
DEPAUL UNIVERSITY
1 E JACKSON BLVDCHICAGOIL60604N/APCImpacts of rapid habitat change: Mammalian diversity and its response to deforestation in a global biodiversity hotspot$100,000
DEPAUL UNIVERSITY
1 E JACKSON BLVDCHICAGOIL60604N/APCSupport for Evacuated Afghan College Students$120,000
E Kilmurray
2856 N Hamlin AvenueChicagoIL60618noneIplatform award$5,000
E Ratcliff
1215 S Indiana AvenueChicagoIL60605noneIplatform award$5,000
E Stein
1847 W School StreetChicagoIL60657noneIplatform award$5,000
EIGHTH BLACKBIRD PERFORMING ARTS ASSOCIATION
4045 N ROCKWELL STCHICAGOIL60618N/APC2023 and 2024 Blackbird Creative Lab$100,000
ELASTIC ARTS FOUNDATION
3429 W DIVERSEY AVE 208CHICAGOIL60647N/APCElastic guaranteed artist support sustainability$15,000
ELMHURST UNIVERSITY
190 S PROSPECT AVEELMHURSTIL60126N/APCEcology, Conservation, and Biodiversity Summer Research program$68,654
ETHIOPIAN COMMUNITY ASSOCIATION OF CHICAGO INC
5800 N LINCOLN AVE STE ACHICAGOIL60659N/APCImmigration Legal Services$60,000
ETZION FOUNDATION INC
111 GALWAY PL STE 203TEANECKNJ07666N/APCFirst Stages of Development for Women's Law Book$40,000
ETZION FOUNDATION INC
111 GALWAY PL STE 203TEANECKNJ07666N/APCWomen's Shulchan Aruch and Halachic Writing Fellowship$330,075
ETZION FOUNDATION INC
111 GALWAY PL STE 203TEANECKNJ07666N/APCMigdal Oz - Kollel Machshava$100,000
FAITH IN PLACE
5416 S CORNELL AVECHICAGOIL60615N/APCMetro Chicago Eco-Ambassadors Youth Program, 2024-2026$80,000
FIELD MUSEUM OF NATURAL HISTORY
75 REMITTANCE DR STE 1093CHICAGOIL60675N/APCMagnifying Conservation Impact and Biodiversity Understanding in the Guiana Shield$229,127
FIELD MUSEUM OF NATURAL HISTORY
75 REMITTANCE DR STE 1093CHICAGOIL60675N/APCDocumenting Diversity Amidst a Mass Extinction: Generating a Conservation Framework for the Flora of Hispaniola$100,000
FIELD MUSEUM OF NATURAL HISTORY
75 REMITTANCE DR STE 1093CHICAGOIL60675N/APCSmall Mammal and Pathogen Diversity in South Side Parks in Chicago: Implications for Human Health and Wellbeing$100,000
FIELD MUSEUM OF NATURAL HISTORY
75 REMITTANCE DR STE 1093CHICAGOIL60675N/APCUnderstanding Chicagoland's Changing Conservation Landscape: Resurveys for Reptiles and Amphibians of Will County, IL$100,000
FJC
225 W 39TH ST 12TH FLNEW YORKNY10018N/APCOrthodox Leadership Project$36,000
FOREFRONT
200 W MADISON ST 2ND FLCHICAGOIL60606N/APCFresh Taste - Illinois Regenerative Agriculture Initiative$150,000
G Krebs
4716 North Keystone AvenueChicagoIL60630noneIplatform award$5,000
GREEN CARD VOICES
2611 1ST AVE SMINNEAPOLISMN55408N/APCGreen Card Youth Voices: Immigration Stories from Chicago High Schools (GCYV Chicago)$70,380
HEALTHY SCHOOLS CAMPAIGN
190 S LASALLE 1508CHICAGOIL60603N/APCGreen + Resilient Chicago: A sustainable, equitable plan for public investment in Green Stormwater Infrastructure$260,000
HIAS INC
PO BOX 97077WASHINGTONDC20090N/APCCommunity Sponsorship: Capturing Key Learnings for Refugees and Local Communities$90,000
HILLEL TORAH NORTH SUBURBAN DAY SCHOOL
7120 LARAMIE AVESKOKIEIL60077N/APCCapital Campaign Consultant$28,000
HILLEL TORAH NORTH SUBURBAN DAY SCHOOL
7120 LARAMIE AVESKOKIEIL60077N/APCHillel Torah Campus Expansion and Renovation$500,000
HINDA INSTITUTE
9401 MARGAIL AVEDES PLAINESIL60016N/APCHinda Mental Health Program$70,000
IDA CROWN JEWISH ACADEMY INC
8233 CENTRAL PARK AVESKOKIEIL60076N/APCInspiring Young Women (Ida Crown Girls Club/Mechanechet program)$100,000
IFF
333 S WABASH AVE STE 2800CHICAGOIL60604N/APCAmerica's Cultural Treasures Chicago$250,000
ILLINOIS ARTS ALLIANCE
200 W MADISON ST FL 3CHICAGOIL60606N/APCCommunications Capacity Building$100,000
ILLINOIS ARTS ALLIANCE
200 W MADISON ST FL 3CHICAGOIL60606N/APCCenter for Creative Entrepreneurship$75,000
ILLINOIS ENVIRONMENTAL COUNCIL EDUCATION FUND
520 E CAPITOL AVESPRINGFIELDIL62701N/APCChicago Conservation Leadership$100,000
ILLINOIS HUMANITIES COUNCIL INCORPORATED
125 S CLARK ST STE 650CHICAGOIL60603N/APCShifting Perspectives on Migration Through the Humanities$40,000
IMMIGRANT JUSTICE CORPS INC
17 BATTERY PL STE 331NEW YORKNY10004N/APCIJC Third-Year Fellows$100,000
IN SHIFRAS ARMS INC
11723 STONINGTON PLSILVER SPRINGMD20902N/APCCounseling Fund in Fraida Nathan's Z"L Memory$33,333
INDO AMERICAN CENTER INC
6328 N CALIFORNIA AVECHICAGOIL60659N/APCGeneral Operating Support$50,000
INJUSTICE WATCH NFP
140 S DEARBORN ST STE 720CHICAGOIL60603N/APCGeneral Operating Support$75,000
INSTITUTE FOR LATINO PROGRESS
2520 S WESTERN AVECHICAGOIL60608N/APCInstituto del Progreso Latino Immigration Legal Assistance$100,000
INTERNATIONAL CLARINET ASSOCIATION
829 BETHEL RD 216COLUMBUSOH43214N/APCICA 2024-2025 Young Artist Competition$25,000
JEWISH CHILD AND FAMILY SERVICES
216 W JACKSON BLVD STE 700CHICAGOIL60606N/APCHIAS Immigration & Citizenship$75,000
JEWISH FEDERATION OF METROPOLITAN CHICAGO
30 S WELLS STCHICAGOIL60606N/APCArie Crown Hebrew Day School Capital Project$2,250,000
JEWISH FREE LOAN CHICAGO INC
4411 N RAVENSWOOD AVE STE 300CHICAGOIL60640N/APCGeneral Operating Support and Loan Fund$36,000
JEWISH FUNDERS NETWORK
150 W 30TH ST RM 900NEW YORKNY10001N/APCShelter Forum$54,675
JEWISH FUNDERS NETWORK
150 W 30TH ST RM 900NEW YORKNY10001N/APCForum 31$54,675
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
BEN GURION WAY 30 S WELLS STCHICAGOIL60606N/APCIsrael Emergency Response$244,000
JEWISH WOMAN ENTREPRENEUR
5661 BROOKFIELD CIR EFT LAUDERDALEFL33312N/APCGeneral support$175,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STBALTIMOREMD21218N/APCThe Walder Foundation Distinguished Professorship in the Department of Biochemistry and Molecular Biology$250,000
JUSTICE IN MOTION INC
PO BOX 160128BROOKLYNNY11216N/APCJustice in Motion Chicago Partnerships$100,000
KEREN HAYESHIVOT TRUST
1954 E 5TH STBROOKLYNNY11223N/APCEretz Chemda$72,000
KOLLEL TORAH MITZION INC
8233 CENTRAL PARK AVESKOKIEIL60076N/APCCultivating & Developing the Future Orthodox Jewish leaders of chicago$100,000
L Brown
801 S Plymouth CourtChicagoIL60605noneIplatform award$66,667
L Kaplan
5320 N Kenmore AvenueChicagoIL60640noneIplatform award$66,667
LATIN WOMEN IN ACTION
2124 W 21ST PLCHICAGOIL60608N/APCGeneral Operating Support$50,000
LATINO POLICY FORUM
17 NORTH STATE ST 1705CHICAGOIL60602N/APCGeneral Operating Support$100,000
LATINOS PROGRESANDO
2724 W CERMAK RDCHICAGOIL60608N/APCLegal Services$50,000
LIBENU
8052 MONTICELLO AVE STE 203SKOKIEIL60076N/APCGeneral Operating Support, Lev Respite, and Residential facilities$120,000
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STCHICAGOIL60614N/APCMaximizing the health and biodiversity benefits of Chicago's community gardens$100,000
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STCHICAGOIL60614N/APCBatTracker: Community-driven research to monitor bats and connect Chicago residents to nature$100,000
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STCHICAGOIL60614N/APCGlobal expansion of Chicago-led urban biodiversity research and conservation network$482,709
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVECHICAGOIL60611N/APCHarnessing native plant microbiomes to enhance the restoration of biodiversity in the Chicago region$100,000
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVECHICAGOIL60611N/APCBuilding a mitochondrial genome database of Illinois fish to enhance eDNA surveys to improve conservation outcomes$100,000
LUBAVITCH CENTER
2100 WIGHTMAN STPITTSBURGHPA15217N/APCKollel for Women and Salary Expenses for Co-Director$120,000
LUBAVITCH GIRLS HIGH SCHOOL INC
6350 N WHIPPLE STCHICAGOIL60659N/APCCapital Expenses for Construction of a New School building$1,500,000
LUBAVITCH MESIVTA OF CHICAGO
2756 W MORSE AVECHICAGOIL60645N/APCEvery Student a Success$45,000
LUBAVITCH MESIVTA OF CHICAGO
2756 W MORSE AVECHICAGOIL60645N/APCShluchim Mentoring & Leadership, Leadership Development for Senior Staff, Every Student A Success$110,000
M DuPrey
1141 N Richmond StreetChicagoIL60622noneIplatform award$5,000
M Su
5209 S Blackstone AvenueChicagoIL60615noneIPlatform Award$66,667
M Ulery
5728 N Merrimac AvenueChicagoIL60646noneIPlatform Award$66,667
MACHON INC
8400 PARK HEIGHTS AVEPIKESVILLEMD21208n/aPCGeneral Operating Support$84,230
MANO A MANO FAMILY RESOURCE CENTER
6 E MAIN STROUND LAKE PKIL60073N/APCLiderazgo$50,000
MAP FUND INC
228 PARK AVE S PMB 30006NEW YORKNY10003N/APCMAP Fund Core Grant and SPA Program for Chicago-Based artists$125,000
MAPS
PO BOX 103004PASADENACA91189N/APCMAPS Israel - Towards Healing October 7$120,000
MERCAZ BETH JACOB IN ERETZ YISROEL
1859 48TH STBROOKLYNNY11204N/APCSafety Program Against Injury and Abuse$100,000
MERKOS LINYONEI CHINUCH LUBAVITCH CHABAD OF ILLINO
2833 W HOWARD STCHICAGOIL60645N/APCStrategic Visioning and Planning Project$60,000
MERKOS LINYONEI CHINUCH LUBAVITCH CHABAD OF ILLINO
2833 W HOWARD STCHICAGOIL60645N/APCTeaching Kitchen in memory of Kalman Shurin within Bais Menachem Synagogue$60,000
MESIVTA SHAAREI ADIRIM
5130 TOUHY AVESKOKIEIL60077N/APCGeneral Operating Support$175,000
METROPOLITAN PLANNING COUNCIL
140 S DEARBORN ST STE 1400CHICAGOIL60603N/APCRight Infrastructure, Right Place$300,000
MIGRATION POLICY INSTITUTE
1275 K ST NW STE 800WASHINGTONDC20005N/APCU.S. Immigration Policy Program$75,000
MOMENTUM UNLIMITED INC
6101 EXECUTIVE BLVD STE 385ROCKVILLEMD20852N/APCMomentum Women Leadership Fellowship in Chicago$25,000
MORTON ARBORETUM
4100 ILLINOIS RTE 53LISLEIL60532N/APCA Chicago Based Hub For Assessment, Planning, And Action For Saving Threatened Trees$388,074
MORTON ARBORETUM
4100 ILLINOIS RTE 53LISLEIL60532N/APCPreserving Genetic Diversity in Trees: Integrating an Affordable, Rapid Approach With DNA Sequencing, Action, and Policy$100,000
MORTON ARBORETUM
4100 ILLINOIS RTE 53LISLEIL60532N/APCChicago Region Trees Initiative Urban Forest Corporate Sustainability Partnership Program$150,000
MORTON ARBORETUM
4100 ILLINOIS RTE 53LISLEIL60532N/APCThe consequences of burn pile scars for oak ecosystem biodiversity$100,000
NATIONAL ACADEMY OF SCIENCES
2101 CONSTITUTION AVE NWWASHINGTONDC20418N/APCConsensus Study on Global Forced Migration and U.S. resettlement$100,000
NATIONAL CENTER FOR CIVIC INNOVATION INC
121 AVE OF THE AMERICAS 6TH FLNEW YORKNY10013N/APCPresident's Alliance on Higher Education and Immigration: SUCCESS Convening$60,000
NATIONAL FISH AND WILDLIFE FOUNDATION
1133 FIFTEENTH ST NW STE 1000WASHINGTONDC20005N/APCChi-Cal Rivers Fund 2024-2026$70,000
NEO PHILANTHROPY INC
1001 AVE OF THE AMERICAS 12TH FLNEW YORKNY10018N/APCFour Freedoms Fund$100,000
NIJC NFP
111 W JACKSON BLVD STE 800CHICAGOIL60604N/APCStrengthening Legal Services for Chicago Immigrants$300,000
NISSA FOUNDATION NFP
2930 W LUNT AVECHICAGOIL60645N/ASO IIGeneral Operating Support$36,000
NORTH SUBURBAN LEGAL AID CLINIC
3500 WESTERN AVEHIGHLAND PARKIL60035N/APCImmigrant and Refugee Legal Aid Services$50,000
NORTHERN ILLINOIS JUSTICE FOR OUR NEIGHBORS
77 W WASHINGTON ST STE 812CHICAGOIL60602N/APCImmigration Legal Services$100,000
NORTHWESTERN UNIVERSITY
1201 DAVIS ST 3RD FLOOREVANSTONIL60208N/APCAircraft Respiratory Disease Surveillance$48,003
NORTHWESTERN UNIVERSITY
1201 DAVIS ST 3RD FLOOREVANSTONIL60208N/APCA Chicago Biomedical Consortium Hub of Innovative Technologies for Entrepreneurship and Science (CBC-HITES)$100,000
NUCLEATE BIO INC
88 GORDON ST APT 401BRIGHTONMA02135N/APCNucleate Israel$36,000
NUCLEATE BIO INC
88 GORDON ST APT 401BRIGHTONMA02135N/APCChicago Chapter$36,000
OHR TORAH STONE INSTITUTIONS OF ISRAEL
49 W 45TH ST STE 701NEW YORKNY10036N/APCInternational Halakha Scholars Program (IHSP)$120,000
OHR TORAH STONE INSTITUTIONS OF ISRAEL
49 W 45TH ST STE 701NEW YORKNY10036N/APCYad La'isha: The Monica Dennis Goldberg Legal Aid Center & Hotline$40,000
OHR TORAH STONE INSTITUTIONS OF ISRAEL
49 W 45TH ST STE 701NEW YORKNY10036N/APCThe Susi Bradfield Women's Institute of Halakhic Leadership (WIHL)$25,000
OPENDOR MEDIA INC
11110 W OAKLAND PARK BLVD STE 288SUNRISEFL33351N/APCConnectED: Engagement with Independent Schools$75,000
ORGANIZATION FOR THE RESOLUTION OF AGUNOT INC
551 W 181ST ST STE 123NEW YORKNY10033N/APCGeneral Operating Support$54,000
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE 15TH FLOORNEW YORKNY10017N/APCForum Dvorah$54,000
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE 15TH FLOORNEW YORKNY10017N/APCLishma$72,000
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE 15TH FLOORNEW YORKNY10017N/APCAssociation of Rape Crisis Centers in Israel$50,000
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE 15TH FLOORNEW YORKNY10017N/APCHadran -Talmud for Young Women$80,000
PLAYTHINKS
2711 W PETERSON AVECHICAGOIL60659N/APCGeneral Operating Support$75,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
25 BROADWAY 17TH FLNEW YORKNY10004N/APCOrthodox Women in Day School Leadership (OWL)$100,000
R Mineko Williams
516 N Leavitt StreetChicagoIL60612noneIplatform award$66,667
RAVENSWOOD BUDLONG HEBR CONG
2743 HOLLYWOOD BLVDHOLLYWOODFL33020N/APCDebt Relief and the Operations Director Position$95,000
REFUGEEONE
6008 N CALIFORNIA AVECHICAGOIL60659N/APCLegal Services$75,000
RELIEF RESOURCES INC
150 JAMES STLAKEWOODNJ08701N/APCRelief Global Midwest Division$275,000
RESEARCH CORPORATION
4703 E CAMP LOWELL DR STE 201TUCSONAZ85712N/AEOFScialog Partnership to Support Chicago-Area Fellows research$300,000
RESURRECTION PROJECT
1818 S PAULINA STCHICAGOIL60608N/APCImmigrant Justice Leadership Academy$75,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
120 BROADWAY STE 3475NEW YORKNY10271N/APCCommunity Sponsorship Hub Welcome Corps Roadshow$50,000
ROMAN SUSAN ART FOUNDATION NFP
4750 N SHERIDAN RD STE 534CHICAGOIL60640N/APCPerformance Response Journal Programming$25,000
S Delgado
5937 W Byron StreetChicagoIL60634noneIplatform award$66,667
S Harris III
4845 S Union AvenueChicagoIL60609noneIplatform award$66,667
SEFARIA INC
228 PARK AVE S 79262NEW YORKNY10003N/APCThe Author Initiative and General Operating Support$120,000
SERENDIPITY THEATRE CO
3001 W LAWRENCE AVECHICAGOIL60625N/APCClaiming Our Space$30,000
SHEDD AQUARIUM SOCIETY
29017 NETWORK PLCHICAGOIL60673N/APCMaximizing Freshwater Biodiversity Conservation Through global partnerships$373,382
SHRIVER CENTER ON POVERTY LAW
67 E MADISON ST STE 2000CHICAGOIL60603N/APCMigration and Immigrant Communities$250,000
SIXTY INCHES FROM CENTER
436 E 47TH STCHICAGOIL60653N/APCThe Sixty Artist Roster + Performing Arts Editorial deepening$100,000
SKOKIE VALLEY AGUDATH JACOB SYNAGOGUE
8825 E PRAIRIE RDSKOKIEIL60076N/APCSolu - General Operating Support$100,000
SOULU
3557 W PETERSON AVE STE 122CHICAGOIL60659N/APCOrganizational Retreat and Ongoing Operations$100,000
SOULU
3557 W PETERSON AVE STE 122CHICAGOIL60659N/APCUpward Community Circle of Support$250,000
STEPPENWOLF THEATRE CO
1700 N HALSTED STCHICAGOIL60614N/APCSteppenwolf's LookOut Series$150,000
SYRIAN COMMUNITY NETWORK INC
5439 N BROADWAY STCHICAGOIL60640N/APCSCN Immigration Legal Services$60,000
TELSHE YESHIVA-CHICAGO RABBINICAL COLLEGE TELSHE-C
3535 W FOSTER AVECHICAGOIL60625N/APCGeneral Operating Support/Leadership Development Program$100,000
THE BOARD OF TRUSTEES - THE UNIVERSITY OF ILLINOIs
352 HENRY ADMINISTRATION BLDGURBANAIL61801N/APCDevelopment of an infectious disease surveillance program to support the conservation of Chicagoland turtle communities$100,000
THE BOARD OF TRUSTEES - THE UNIVERSITY OF ILLINOIs
352 HENRY ADMINISTRATION BLDGURBANAIL61801N/APCAmerica's Next Top Invaders: Forecasting invasive range size of invasive plants using a traits-based framework$100,000
THE BOARD OF TRUSTEES - THE UNIVERSITY OF ILLINOIs
352 HENRY ADMINISTRATION BLDGURBANAIL61801N/APCWings over the Windy City: science, outreach, and action to protect Chicago's migratory birds$100,000
THE JERUSALEM COLLEGE OF TECHNOLOGY
N/APCTal Campus Bioinformatics Department and Conference center$240,000HAVAAD HALEUMI 21JERUSALEMGIVAT MORDECHAIIS91160
THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS
67 E MADISONCHICAGOIL60603N/APCSupport for Young Center Chicago Child Advocate Program$100,000
THEATRE COMMUNICATIONS GROUP INC
520 8TH AVENUE 24 FLNEW YORKNY10018N/APC2024 National Conference in Chicago$75,000
TRIPLE HELIX INSTITUTE FOR AGRICULTURE CLIMATE AND
PO BOX 231203NEW YORKNY10023N/APCChicago Roundtables: AgTech Innovation and Policy for climate action$50,000
UNITED STATES ENDOWMENT FOR FORESTRY AND COMMUNITI
10 S ACADEMY ST STE 101GREENVILLESC29601N/APCQuantified Ventures Chicagoland SRF Watershed Coordinator$106,250
UNIVERSITY CHURCH
5655 S UNIVERSITY AVECHICAGOIL60637N/APCYouth Journeying Together$75,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/APCHarnessing fruit bat conservation to combat zoonotic risk in madagascar$100,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/APCChicago Black Dance Legacy Project Matching Grant$25,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/APC2024 and 2025 Civic Leadership Academy$50,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/APCChicago Black Dance Legacy Project$125,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/APCSupport for Green Line Performing Arts Center$100,000
UNIVERSITY OF GUELPH
N/APCBIOALFA: ADVANCING KNOWLEDGE OF COSTA RICAN BIODIVERSITY THROUGH DNA BARCODES$333,00050 STONE RD EASTGUELPHONTARIOCAN1G 2W1
UPWARDLY GLOBAL
505 8TH AVE STE 1100NEW YORKNY10018N/APCGeneral Operating Support$50,000
V Sanders-Ward
4014 S Drexel BoulevardChicagoIL60653noneIplatform award$66,667
VERA INSTITUTE OF JUSTICE INC
34 35TH ST UNIT 4 2ABROOKLYNNY11232N/APCEvaluation of Legal Representation in the Chicago immigration court$100,000
WELCOMING AMERICA INC
315 W PONCE DE LEON AVE STE 500DECATURGA30030N/APCGeneral Operating Support$150,000
WINDOW TO THE WORLD
5400 N ST LOUIS AVECHICAGOIL60625N/APCFIRSTHAND: Migration$100,000
WINDWARD FUND
1828 L ST NW SUITE 300-CWASHINGTONDC20036N/APCDaybreak Fund: Natural Climate Solutions for Lake michigan$100,000
WORLD RELIEF CORPORATION OF NATIONAL ASSOCIATION O
PO BOX 96479WASHINGTONDC20077N/APCImmigration Legal Service's Asylum Legal Clinic$75,000
YESHIVA SHEARIS YISROEL-VEITZENER CHEDER INC
2828 W PRATT BLVDCHICAGOIL60645N/APCMortgage Reduction Funds$360,000
YESHIVA UNIVERSITY
2495 AMSTERDAM AVENEW YORKNY10033N/APCAdvancing Women's Learning and Leadership: THE GRADUATE PROGRAM FOR ADVANCED TALMUDIC STUDIES (GPATS)$200,000
YESHIVATH ACHEI TMIMIM OF PITTSBURGH
2100 WIGHTMAN STPITTSBURGHPA15217N/APCCapital Support$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,415,290TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$8,002UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$84,873ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$303,976UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$3,253,964ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$458,147UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$4,859,867ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Exclusion01ExclusionCd
Exclusion$1,972ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$770,125UnrelatedBusinessTaxblIncmAmt
Exclusion$8,200,676ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,970,801TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

Short ExplanationShortExplanationTxt
Kate Coughlin
* KATE COUGHLIN, TREASURER OF THE WALDER FOUNDATION (THE "FOUNDATION) IS A CHIEF FINANCIAL OFFICER AT THE ADMINISTRATIVE FIRM OF WALDER GROUP LLC, A DISQUALIFIED PERSON WHICH PROVIDES PROFESSIONAL SERVICES TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31, 2024 THE FOUNDATION PAID $118,913 FOR PROFESSIONAL SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 13. SUCH ADMINISTRATIVE FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.
Jeffrey L Sweet
* JEFFREY L SWEET, VP OF THE WALDER FOUNDATION (THE "FOUNDATION"), IS DIRECTOR OF FINANCE AT THE ADMINISTRATIVE FIRM OF WALDER GROUP LLC, A DISQUALIFIED PERSON WHICH PROVIDES PROFESSIONAL SERVICES TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31,2024, THE FOUNDATION PAID $52,562 FOR PROFESSIONAL SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 13. SUCH ADMINISTRATIVE FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtAdjusted Net IncomeAdjustedNetIncomeAmt
REFRIGERATORS2020-02-21$11,404$6,245SL7$1,629$0
LEASEHOLD IMPROVEM2019-07-01$1,031,324$438,514SL10$97,447$0
OFFICE FURNITURE2019-07-01$345,535$222,118SL5$46,859$0
WEBSITE DEVELOPMNT2019-11-30$81,945$66,927SL5$15,018$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (84 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC - 3.200% - 11/21/20$358,506$296,939
AERCAP IRELAND CAPITAL DESIGN$168,178$180,518
AIR LEASE CORP - 5.100% - 03/0$281,540$285,544
ALEXANDRIA REAL ESTATE - 4.900$197,961$152,600
AMERICAN ELEC PWR INC - 1.000%$309,771$305,306
AMERICAN TOWER CORP - 1.600% -$36,070$34,571
AMERICAN TOWER CORP - 3.125% -$133,593$120,932
AMGEN INC - 2.200% - 02/21/202$341,590$312,927
AMPHENOL CORP - 2.800% - 02/15$279,690$285,113
ANTHEM INC NOTE - 3.650% - 12/$224,393$219,065
ASIAN DEVELOPMENT BANK - 2.875$200,815$203,937
ASIAN DEVELOPMENT BANK - 3.875$720,102$709,895
ASIAN DEVELOPMENT BANK ADB MTN$50,559$49,574
AT&T INC - 4.300% - 02/15/2030$281,465$285,841
AT&T INC - 4.350% - 03/01/2029$181,964$190,877
BANK NOVA SCOTIA HALIFAX SER I$305,088$304,724
BHP BILLITON FIN - 4.750% - 02$281,890$279,502
BK OF AMERICA CORP SER N MTN -$542,387$464,378
BROADCOM INC - 4.550% - 02/15/$194,913$188,624
CAL STATE - 5.200% - 10/01/203$352,289$342,390
CANADIAN IMPERIAL BANK COMM -$232,147$231,950
CANADIAN PAC RY CO - 1.750% -$140,650$146,760
CARMAX AUTO OWNER TRUST 2023-4$183,270$184,865
CARRIER GLOBAL CORP - 2.242% -$279,375$288,840
CITIGROUP INC - 3.200% - 10/21$552,836$573,872
CITZENS FINANCIAL GROUP - 5.72$220,115$215,800
CNH EQUIP TR - 5.900% - 02/16/$70,224$70,481
CNH INDUSTRIAL CAPOTAL LLC - 5$106,202$106,499
COMCAST COPR - 5.300% - 06/01/$243,803$234,974
CROWN CASTLE INTL - 3.300% - 0$188,381$190,790
CVS CAREMARK CORP NOTE - 4.300$326,217$271,249
DEERE JOHN CAPITAL CORP MTN -$423,524$422,164
DISNEY WALT CO - 2.000% - 09/0$451,339$413,623
DTE ELEC CO - 2.250% - 03/01/2$401,546$335,024
EASTMAN CHEM CO - 5.750% - 03/$20,622$20,378
EASTMAN CHEMICAL - 4.500% - 12$184,930$156,989
ENBRIDGE - 2.500% - 08/01/2033$235,971$184,663
EQUINIX INC - 2.900% - 11/18/2$149,366$133,196
EQUINIX INC NOTE CALL MAKE WHO$278,182$285,004
EVERSOURCE ENERGY - 1.650% - 0$348,740$307,992
FORD CR AUTO OWNER TR 2024-D -$364,487$365,220
FORD CREDIT AUTO SER - 6.170%$59,175$59,358
FORTIS INC. SER. B - 3.055% -$278,527$285,702
GOLDMAN SACHS GROUP - 3.500% -$261,845$244,415
HSBC HOLDINGS PLC - 6.254% - 0$206,769$212,830
INTER-AMERICAN DEV BK - 1.125%$1,009,189$1,008,353
INTERNATIONAL BANK FOR RECON &$261,258$251,034
INTERNATIONAL BK FOR RECON & D$590,093$627,861
JOHN DEER CAPITAL - 5.590% - 0$115,272$115,397
JOHN DEERE OWNER TR 2023 - 5.0$158,827$157,851
JP MORGAN CHASE - 2.580% - 04/$501,176$428,138
KEYSIGHT TECHNOLOGIES INC - 4.$194,716$187,703
KREDITANSTALT FUR WIEDERAFBAU$788,250$827,888
LOWES COS INC NOTE CALL MAKE W$252,327$255,052
MEDTRONIC GLOBAL HLDGS S C A N$282,854$278,480
MITSUBISHI UFJ FIN - 2.309% -$250,845$209,047
MORGAN STANLEY SER I MTN - 6.3$275,332$275,114
NEXTERA ENERGY CAP HLDGS INC B$290,912$288,178
NORTHROP GRUMMAN CORP - 3.250%$282,273$286,709
ORACLE CORP - 6.150% - 11/09/2$279,571$277,934
PERKINELMER INC - 2.250% - 09/$278,324$283,842
PNC BANK - 3.250% - 06/01/2025$499,565$496,780
PNC FINL - 6.875% - 10/20/2034$287,813$284,319
PROGRESSIVE CORP NOTE - 3.000%$304,870$285,541
PROLOGIS L.P. DTD - 5.000% - 0$231,084$228,548
REALTY INCOME CORP NOTE - 3.95$182,875$182,839
REGAL REXNORD CORP - 6.300% -$196,982$190,282
REGENERON PHARMACEUTICALS - 1.$187,747$191,516
ROPER TECHNOLOGIES INC - 1.750$134,249$139,665
ROYAL BK CDA SER H - 1.150% -$324,354$324,961
RYDER SYS INC - 6.300% - 12/01$124,916$125,759
SEMPRA ENERGY NOTE 3.4% 02/01/$300,948$286,786
SPRINT CAP CORP NT - 8.750% -$282,970$281,225
STARBUCKS - 3.500% - 03/01/202$132,428$115,741
STRYKER CORP - 1.950% - 06/15/$154,379$153,876
SUMITOMO MITSUI FIN GRP INC NO$225,088$201,572
TOTAL CAPITAL - 3.455% - 02/19$368,755$342,976
TRUIST FINANCIAL CORP SER G -$233,142$231,832
UNITED HEALTH GROUP - 4.600% -$113,205$114,126
US BANCORP - 5.775% - 06/12/20$281,085$286,373
VERIZON - 1.500% - 09/18/2030$345,191$290,570
WASTE CONNECTIONS - 5.000% - 0$286,622$283,224
WASTE MGMT INC - 4.875% - 02/1$255,349$255,032
WILLIS NORTH AMER - 5.350% - 0$191,964$193,786

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AAR CORP$229,793$214,480
AMETEK INC$419,299$522,754
BILL COM HOLDINGS$447,932$762,390
BOOZ ALLEN HAMILTON HOLDING CO$327,104$450,450
CALVERT US LARGE CAP CORE RESP$25,856,718$49,227,612
CALVERT US LARGE CAP GROWTH RE$30,860,168$49,935,054
CARMAX INC$304,229$306,600
CAVA GROUP INC$176,534$225,600
COSTAR GROUP, INC$381,583$357,950
DEXCOM, INC$178,619$182,760
DUTCH BROS INC$387,922$707,130
DYNATRACE$494,574$543,500
EVOLENT HEALTH INC$584,566$202,500
FASTENAL COMPANY$513,216$683,145
FLYWIRE CORP$766,634$661,902
GENERAC HOLDING INC$491,294$658,963
GQG PARTNERS EMERGING MARKETS$1,015,519$926,364
INSULET CORPORATION$471,180$678,782
IRHYTHM TECHNOLOGIES INC$348,115$360,680
ISHARES TRUST ISHARES MSCI EAF$5,698,301$6,670,465
MATTHEWS EMERG MKT SUSTAIN FUT$1,025,579$938,306
MONDAY.COM LTD$290,647$288,414
MONGODB INC CL A$388,658$314,294
MONTROSE ENVIRONMENTAL GRP ORD$456,198$241,150
NEOGEN CORPORATION$231,117$171,174
NOVANTA INC$439,897$412,479
PIMCO FUNDS TOTAL RETURN FUND$5,611,818$5,260,571
POOL CORP$250,959$247,182
PROCORE TECHNOLOGIES INC$327,184$374,650
PURE STORAGE INC$293,465$614,300
REMITLY GLOBAL INC$288,396$473,970
RESMED INC$500,347$503,118
RITCHIE BROS AUCTIONEERS$435,860$721,680
RYAN SPECIALTY GROUP HOLDINGS$483,264$737,840
SAREPTA THERAPEUTICS INC$242,777$267,498
THE DESCARTES SYSTEMS GROUP$389,121$568,000
TOAST INC$366,412$674,325
TRANSDIGM GRP INC$442,383$697,004
TREX CO INC$451,144$569,498
TYLER TECHNOLOGIES, INC$383,692$576,640
UL SOLUTIONS INC$375,770$467,625
VARIANT IMPACT FUND$5,918,513$5,760,074
VIKING THERAPEUTICS INC$182,250$108,648
WB INTL LEADERS FD INST CL$9,293,033$10,625,344
WESTINGHOUSE AIR BRAKE TECHNOL$168,095$331,783

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$22,890,353USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$21,915,861USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$6,855,862StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$6,668,436StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
REFRIGERATORS$11,404$7,874$3,530$3,530
LEASEHOLD IMPROVEM$1,031,324$535,961$495,363$495,363
OFFICE FURNITURE$345,535$268,977$76,558$76,558
WEBSITE DEVELOPMNT$81,945$81,945$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral ConsultationsCategoryTxt
Legal Fees$619,417LegalFeesAmt
Disbursements Charitable Prps$619,417DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$107,935$107,935
Bank Charges$1,322$1,218
Computers/Electronic Devices$11,405$11,405
Digital Subscriptions$8,332$8,332
Foundation Dues & Memberships$135,249$135,249
Indemnification Insurance$8,533$8,533
Insurance Premiums$26,559$26,559
ANNUAL CREDIT CARD FEES$95$95
CREDIT CARD FEES$39$39
Office & Supplies$13,094$13,094
EQUIPMENT/FURNITURE PURCHASE$5,347$5,347
Payroll Processing Fees$3,272$3,272
Postage/Delivery Service$2,082$2,082
Registered Agent Fee$1,245$1,245
SOCIAL MEDIA/ADVERTISING EXP$1,815$1,815
State or Local Filing Fees$50$50
TRAINING & PROF DEVELOPMENT$16,147$16,147
Website Hosting/Support$484$484

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Revenue And Expenses Per Books$1,972RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$281Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
LINE OF CREDIT$25,038,945$15,018,881
SALARY PAYABLE$24,448$53,759

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (21 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administration of Foundation$23,383$23,383
Investment Management Services$423,980$387,454
PR & EVENT MANAGEMENT$225,651$225,651
Philanthropic Consulting Srvcs$929,144$929,144
EDITING SERVICES$1,680$1,680
Website Development$21,700$21,700
BENEFIT CONSULTING SERVICES$3,447$3,447
EVENT SECURIY SERVICES$5,908$5,908
EMPLOYEE RECRUIT/TEMP AGENCY$4,000$4,000
AUDIO/VISUAL SERVICES$25,438$25,438
WRITER SERVICES$11,000$11,000
EQUIVALENCY DETERMINATION$950$950
ARCHITECTURAL SERVICES$6,069$6,069
DESIGN SERVICES$4,382$4,382
VIDEOGRAPHY SERVICES$48,000$48,000
SHREDDING SERVICES$752$752
EVENT SPEAKER$44,650$44,650
PHOTOGRAPHY SERVICES$6,820$6,820
IT SERVICES$1,709$1,709
INTERIOR DESIGN SERVICES$1,500$1,500
EVENT PRODUCTION SERVICES$197,147$197,147

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2024$9,200
990-PF Excise Tax for 2023$216
990-PF Extension for 2023$15,300
990-T Extension for 2023$34,900
Foreign Tax Paid$2,231$2,039