STRATEGY STUDIO / PUBLIC DATA EXPLORER

WALDER FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WALDER FAMILY FOUNDATION (EIN 46-4092041)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-10
IRS object ID
201641319349100649
Schema version
2015v2.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-10T09:10:22-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Lerman Sweeney & Co LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15215 Old Orchard Road Ste 525AddressLine1Txt
CitySkokieCityNm
State AbbreviationILStateAbbreviationCd
ZIP600771035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464092041EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Walder Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALDBusinessNameControlTxt
Phone8477451700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18180 N McCormick BoulevardAddressLine1Txt
CitySkokieCityNm
State AbbreviationILStateAbbreviationCd
ZIP60076ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoseph WalderPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMitchell S LermanPreparerPersonNm
PTINP00113621PTIN
Phone8479666696PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$537,426FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,060,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$679InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$679InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$679InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$1,060,679TotalRevAndExpnssAmt
Total Net Invst Incm$679TotalNetInvstIncmAmt
Total Adj Net Incm$679TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$14,167LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$700LegalFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$182OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$14,349TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$700TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,421,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,421,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,435,349TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$700TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,421,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,374,670ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$679AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,912,096SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$537,426SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$537,426SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,912,096TotalAssetsBOYAmt
Total Assets EOY$537,426TotalAssetsEOYAmt
Total Assets EOYFMV$537,426TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,912,096UnrestrictedBOYAmt
Unrestricted EOY$537,426UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,912,096TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$537,426TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,912,096TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$537,426TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,912,096TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,374,670ExcessRevenueOverExpensesAmt
Subtotal$537,426SubtotalAmt
Tot Net Ast Or Fund Balances EOY$537,426TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Joseph WalderBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8477451700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18180 N McCormick BoulevardAddressLine1Txt
CitySkokieCityNm
State AbbreviationILStateAbbreviationCd
ZIP600762920ZIPCd
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 PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Joseph Walder
2709 W SherwinChicagoIL60645President0.00$0
Elizabeth Walder
2709 W SherwinChicagoIL60645Secretary0.00$0
Alan Siegal
8180 N McCormick BoulevardSkokieIL600762920Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$648,308AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$648,308TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$648,308AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,725CashDeemedCharitableAmt
Net Vl Noncharitable Assets$638,583NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,929MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,929MinimumInvestmentReturnAmt
Distributable Before Adj$31,929DistributableBeforeAdjAmt
Distributable Before Ded$31,929DistributableBeforeDedAmt
Distributable As Adjusted$31,929DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,421,000ExpensesAndContributionsAmt
Qualifying Distributions$2,421,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,421,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,929DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$597,331ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$597,331TotalExcessDistributionCyovAmt
Qualifying Distributions$2,421,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,929AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,389,071RemainingDistriFromCorpusAmt
Total Corpus$2,986,402TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,986,402ExcessDistriCyovToNextYrAmt
Excess From Year1$597,331ExcessFromYear1Amt
Excess From Current Year$2,389,071ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Foundation For Learning Development
8180 N McCormick BoulevardSkokieIL60076Public Fdn-Common ControlPCFurtherance of charitable, religious, scientific or educational purposes$1,216,000
Gesher Hatorah
5130 W Touhy AvenueSkokieIL60077NonePCFurtherance of charitable, religious, scientific or educational purposes$212,000
Associated Talmud Torahs
2828 W Pratt BlvdChicagoIL60645NonePCFurtherance of charitable, religious, scientific or educational purposes$12,000
Project Witness
201 Foster AvenueBrooklynNY11230NonePCFurtherance of charitable, religious, scientific or educational purposes$16,000
Skokie Chabad
4059 Dempster StSkokieIL60076NonePCFurtherance of charitable, religious, scientific or educational purposes$30,000
Agudath Israel
3542 West Peterson AvenueChicagoIL60650NonePCFurtherance of charitable, religious, scientific or educational purposes$40,000
American Friends of Bnei Akiva
11 Broadway Suite 901New YorkNY10004NonePCFurtherance of charitable, religious, scientific or educational purposes$25,000
American Friends of Hala
PO Box 181487Cleveland HtsOH44118NonePCFurtherance of charitable, religious, scientific or educational purposes$174,000
Bayit Lapleitot
1362 E 21st StreetBrooklynNY11210NonePCFurtherance of charitable, religious, scientific or educational purposes$100,000
Bonei Olam
1755 46th StreetBrooklynNY11204NonePCFurtherance of charitable, religious, scientific or educational purposes$18,000
Friends of Refugees of Eastern Euro
2935 W Devon AveChicagoIL60659NonePCFurtherance of charitable, religious, scientific or educational purposes$85,000
Friends of Mitzvas HaAretz
1435 53rd StBrooklynNY11219NonePCFurtherance of charitable, religious, scientific or educational purposes$100,000
Hebrew Theological College
7135 N Carpenter RdSkokieIL60077NonePCFurtherance of charitable, religious, scientific or educational purposes$10,000
Kehilla Fund
8180 McCormick BlvdSkokieIL60076NonePCFurtherance of charitable, religious, scientific or educational purposes$162,000
Lubavitch Mesivta
2756 W Morse AveChicagoIL60645NonePCFurtherance of charitable, religious, scientific or educational purposes$30,000
Midrash Schmuel
50 Eisenhower DriveParamusNJ07652NonePCFurtherance of charitable, religious, scientific or educational purposes$41,000
Mikveh Mei Chaya Mushka
445 Troy AveNew YorkNY11213NonePCFurtherance of charitable, religious, scientific or educational purposes$10,000
Ohr Elchonon
7215 Waring AveLos AngelesCA90046NonePCFurtherance of charitable, religious, scientific or educational purposes$20,000
Rabbinic Org
305 Seventh Ave 12th FloorNew YorkNY10001NonePCFurtherance of charitable, religious, scientific or educational purposes$35,500
Torras Zev
108 Chateau DrLakewoodNJ07801NonePCFurtherance of charitable, religious, scientific or educational purposes$500
University of Iowa Foundation
1 West Park RoadIowa CityIA52244NonePCFurtherance of charitable, religious, scientific or educational purposes$80,000
AFTA
8180 McCormick BlvdSkokieIL60076NonePCFurtherance of charitable, religious, scientific or educational purposes$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,421,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$679UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$679UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$679TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJoseph WalderContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12709 West SherwinAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60645ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,060,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$14,167LegalFeesAmt
Net Investment Income$700NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Bank Charges$52
IL Charity Bureau$130