SOLOT AND KARP FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SOLOT AND KARP FAMILY FOUNDATION (EIN 23-7933630)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-24
- IRS object ID
- 202611149349100726
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-24T10:48:36-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237933630 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Solot and Karp Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SOLO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marsha B Karp | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,703,275 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,093 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,093 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,852 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,852 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,813,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,166 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $320,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $315,111 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $35,083 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,083 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,542 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $31,008 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $31,008 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,008 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $311,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $280,028 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,956 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,687,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,677,484 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,603,319 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,805,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,777,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,703,275 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,805,003 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,777,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,805,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,777,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,805,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,777,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,805,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $4,777,440 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,777,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,813,989 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,665,823 | CostOrOtherBasisAmt |
| Gain Or Loss | $148,166 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $148,166 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,166 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,892 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,892 | SubtotalAmt |
| Tax Based On Investment Income | $3,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,592 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Marsha B Karp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 2.0 | $0 | $0 | $0 |
| Robert N Karp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Janet F Solot | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Julie Solot | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Michael J Solot | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,348,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,474,841 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,474,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,377,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,892 | TotalTaxAmt |
| Distributable Before Adj | $314,994 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $316,994 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $316,994 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $311,558 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $311,558 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,994 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $74,577 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,575 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,059 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $198,143 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $311,558 | QualifyingDistributionsAmt |
| Applied To Current Year | $311,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,436 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,436 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $192,707 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $69,141 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,566 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,932 | ExcessFromYear4Amt |
| Excess From Year3 | $70,575 | ExcessFromYear3Amt |
| Excess From Year2 | $22,059 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADLER PLANETARIUM | |||||||
| 1300 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | N/A | PC | Friend's Circle fund | $500 |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||||
| 8550 W BRYN MAWR AVE STE 550 | CHICAGO | IL | 60631 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CAMPING ASSOCIATION INC NEW ENGLAND SECTI | |||||||
| 80 WESTVIEW ST | LEXINGTON | MA | 02421 | N/A | PC | Camp Champions Celebrations - Campership Fund | $500 |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 10393 | CHICAGO | IL | 60610 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 300 S RIVERSIDE PLZ STE 1200 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $500 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | N/A | PC | Annual Fund | $500 |
| ARTIS-NAPLES INC | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | N/A | PC | General & Unrestricted | $1,000 |
| AVOW HOSPICE INC | |||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | N/A | PC | General & Unrestricted | $500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE STE 400 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $1,000 |
| BREAKTHROUGH T1D | |||||||
| PO BOX 5018 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,000 |
| CENTRAL TEXAS FOOD BANK INC | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PC | General & Unrestricted | $1,500 |
| CHICAGO ARCHITECTURE FOUNDATION | |||||||
| 111 E WACKER DR STE 1321 | CHICAGO | IL | 60601 | N/A | PC | Burnham Society fund | $1,500 |
| CHICAGO HORTICULTURAL SOCIETY | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | The President's Circle - Founding Level | $1,500 |
| CHICAGO PUBLIC MEDIA INC | |||||||
| NAVY PIER 848 EAST GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $500 |
| COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND AR | |||||||
| 30 COOPER SQ 8TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | Annual Fund | $3,000 |
| DANIEL MURPHY SCHOLARSHIP FUND | |||||||
| 309 WEST WASHINGTON STE 1250 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $1,500 |
| DUKE UNIVERSITY | |||||||
| BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Graduate School Annual Fund to Support Summer Research Fellowships | $1,000 |
| EVANSTON NORTHWESTERN HEALTHCARE | |||||||
| 1001 UNIVERSITY PL STE 248 | EVANSTON | IL | 60201 | N/A | PC | In support of Hospice Care | $1,000 |
| FIELD MUSEUM OF NATURAL HISTORY | |||||||
| 1400 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | Discovery Circle - Field Naturalist Donor Program | $500 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,500 |
| GLENCOE PUBLIC LIBRARY FOUNDATION | |||||||
| 320 PARK AVENUES | GLENCOE | IL | 60022 | N/A | PC | Rooted in History, Building for Tomorrow Campaign | $1,500 |
| GLSEN INC | |||||||
| 244 MADISON AVE 108 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $1,000 |
| GULFSHORE PLAYHOUSE INC | |||||||
| 2640 GOLDEN GATE PKWY STE 211 | NAPLES | FL | 34105 | N/A | PC | General & Unrestricted | $1,000 |
| HABITAT FOR HUMANITY OF COLLIER COUNTY INC | |||||||
| 11145 TAMIAMI TRL E | NAPLES | FL | 34113 | N/A | PC | General & Unrestricted | $1,000 |
| HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL | |||||||
| 975 IMPERIAL GOLF COURSE BLVD | NAPLES | FL | 34110 | N/A | PC | Patron Sponsor for the Luncheon and Patron Sponsor for the Triumph Gala | $2,500 |
| HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL | |||||||
| 975 IMPERIAL GOLF COURSE BLVD | NAPLES | FL | 34110 | N/A | PC | Builder Level Donor to the Annual Fund | $1,000 |
| HOPE CENTER FOR ARTS AND TECHNOLOGY INC | |||||||
| 115 ANSON WAY | SHARON | PA | 16146 | N/A | PC | Yellowstone Youth Trip Program | $2,500 |
| ILLINOIS CENTRAL COLLEGE FOUNDATION | |||||||
| 1 COLLEGE DR | EAST PEORIA | IL | 61635 | N/A | PC | General & Unrestricted | $500 |
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT | |||||||
| 228 S WABASH AVE STE 800 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $1,000 |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | N/A | PC | Patron Level Donor to the Annual Fund | $1,000 |
| JEWISH COUNCIL ON URBAN AFFAIRS | |||||||
| 4411 N RAVENSWOOD AVE STE 300 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $1,500 |
| JEWISH FEDERATION OF GREATER NAPLES INC | |||||||
| 4720 PINE RIDGE RD | NAPLES | FL | 34119 | N/A | PC | PJ Library | $1,000 |
| JEWISH FEDERATION OF GREATER NAPLES INC | |||||||
| 4720 PINE RIDGE RD | NAPLES | FL | 34119 | N/A | PC | Patron Sponsors for the Naples Jewish Film Festival | $1,000 |
| JEWISH FEDERATION OF GREATER NAPLES INC | |||||||
| 4720 PINE RIDGE RD | NAPLES | FL | 34119 | N/A | PC | Annual Community Campaign | $22,500 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVE | ROCKVILLE CTR | NY | 11570 | N/A | PC | Brotherhood Mission fund | $1,000 |
| JEWISH NATIONAL FUND-USA INC | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PC | Illinois Tree of Life Gala | $500 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $20,000 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||
| 120 WALL ST 19TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $750 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | N/A | PC | Explorer's Circle Level Donor | $500 |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DR STE 2800 | LOS ANGELES | CA | 90045 | N/A | PC | General & Unrestricted | $1,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 88 PINE ST STE 2400 WALL ST PLZ | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,000 |
| MICHAEL ROLFE PANCREATIC CANCER FOUNDATION | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $750 |
| MOORINGS PARK FOUNDATION INC | |||||||
| 120 MOORINGS PARK DR | NAPLES | FL | 34105 | N/A | PC | General & Unrestricted | $12,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DR | CHICAGO | IL | 60637 | N/A | PC | Catalyst's Society Donor to the Annual Fund | $600 |
| NAPLES BOTANICAL GARDEN INC | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | N/A | PC | Royal Palm Society Donor to the Annual Fund | $2,000 |
| NATIONAL DOWN SYNDROME SOCIETY | |||||||
| 1155 15TH ST NW STE 540 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General Fund | $3,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,500 |
| NCH HEALTHCARE SYSTEMS INC | |||||||
| PO BOX 413029 | NAPLES | FL | 34101 | N/A | PC | NCH Center for Philanthropy - Medical Diplomats Council | $12,500 |
| NEW TRIER TOWNSHIP ANGEL FUND INC | |||||||
| 739 ELM ST | WINNETKA | IL | 60093 | N/A | PC | Food Pantry fund | $1,500 |
| OBERLIN COLLEGE | |||||||
| 173 WEST COLLEGE ST 205 | OBERLIN | OH | 44074 | N/A | PC | General & Unrestricted | $1,000 |
| ONE LAWNDALE CHILDRENS DISCOVERY CENTER | |||||||
| 333 W WACKER DR STE 1700 | CHICAGO | IL | 60606 | N/A | PC | Capital Fund for the Discovery Center | $2,500 |
| PAULI MURRAY CENTER FOR HISTORY AND SOCIAL JUSTICE | |||||||
| PO BOX 541 | DURHAM | NC | 27702 | N/A | PC | General & Unrestricted | $500 |
| PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND | |||||||
| 329 INNOVATION BLVD STE 311 | STATE COLLEGE | PA | 16803 | N/A | PC | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,500 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | N/A | PC | President's Circle of the Annual Fund | $10,000 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | N/A | PC | Setting the Stages Campaign | $13,000 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S | |||||||
| PO BOX 786100 | SAN ANTONIO | TX | 78278 | N/A | PC | General & Unrestricted | $750 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN College of | |||||||
| 777 E EISENHOWER PKWY STE 650 | ANN ARBOR | MI | 48108 | N/A | PC | The Burnstine Family BRCA Cancer Research Initiative Endowment | $500 |
| RETT SYNDROME RESEARCH TRUST INC | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | N/A | PC | General & Unrestricted | $500 |
| SHEDD AQUARIUM SOCIETY | |||||||
| 29017 NETWORK PL | CHICAGO | IL | 60673 | N/A | PC | Ambassador Level Donor | $1,000 |
| SPECIAL OLYMPICS ILLINOIS | |||||||
| 500 WATERS EDGE STE 100 | LOMBARD | IL | 60148 | N/A | PC | General & Unrestricted | $500 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | General & Unrestricted | $3,000 |
| TEMPLE BETH-EL OF NORTHBROOK | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | N/A | PC | Table Sponsor for the Rabbi's 30th Celebration Gala | $2,500 |
| TEMPLE BETH-EL OF NORTHBROOK | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | N/A | PC | Community Commitment fund | $12,000 |
| TEMPLE BETH-EL OF NORTHBROOK | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | N/A | PC | Charitable Event | $200 |
| TEMPLE SHALOM INC | |||||||
| 4630 PINE RIDGE RD | NAPLES | FL | 34119 | N/A | PC | L'Shalom | $3,000 |
| TEMPLE SHALOM INC | |||||||
| 4630 PINE RIDGE RD | NAPLES | FL | 34119 | N/A | PC | Above and Beyond | $15,000 |
| TEMPLE SHALOM INC | |||||||
| 4630 PINE RIDGE RD | NAPLES | FL | 34119 | N/A | PC | Patron Sponsor for the Bubby and Bubbly Annual Fund | $5,000 |
| THE IDEAL SCHOOL OF MANHATTAN | |||||||
| 314 WEST 91ST ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $2,500 |
| THE SHELTER FOR ABUSED WOMEN & CHILDREN INC | |||||||
| 2635 WEEKS AVE | NAPLES | FL | 34112 | N/A | PC | General & Unrestricted | $1,000 |
| THE TREVOR PROJECT INC | |||||||
| 2261 MARKET ST STE 5164 | SAN FRANCISCO | CA | 94114 | N/A | PC | General & Unrestricted | $1,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 1 UNIVERSITY STA MAIL STOP A3000 | AUSTIN | TX | 78712 | N/A | GOV | General & Unrestricted | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3733 SPRUCE ST 344 VANCE HALL | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| PO BOX 3306 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| PO BOX 3306 | BOSTON | MA | 02241 | N/A | PC | the TUFTS University Prison Initiative at Tisch College | $1,500 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| PO BOX 734500 | CHICAGO | IL | 60673 | N/A | PC | College of Business Annual Fund | $1,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| NW 628 UPMC MONTEFIORE3459 5th AVE | PITTSBURGH | PA | 15213 | N/A | PC | For the Simmons Center for Pulmonary Fibrosis Research | $500 |
| VETS HELPING HEROES INC | |||||||
| 980 N FEDERAL HWY STE 110 | BOCA RATON | FL | 33432 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON UNIVERSITY | |||||||
| CAMPUS BOX 1082 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | N/A | PC | Annual Fund | $1,000 |
| WINDOW TO THE WORLD | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | N/A | PC | Producer's Circle Premier Level Donor | $500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | WCK Gaza | $3,000 |
| WRITERS THEATRE INC | |||||||
| 321 PARK AVE | GLENCOE | IL | 60022 | N/A | PC | Director's Society Creative's Fund | $1,500 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | for the Park Journeys Initiative Program | $30,000 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | general & unrestricted fund, and the Park Journeys Youth Initiative Program | $35,000 |
| YOUNGSTOWN AREA JEWISH FEDERATION | |||||||
| 505 GYPSY LN | YOUNGSTOWN | OH | 44504 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,093 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $153,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $320,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,620 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ P | $63,210 | $95,213 |
| DFA FIVE YEAR GLOBAL FIXED INC | $644,516 | $606,376 |
| DFA INTERNATIONAL SMALL CAP VA | $331,187 | $506,748 |
| DFA SHORT TERM GOVERNMENT PORT | $938,550 | $930,392 |
| DFA SHORT-TERM EXTENDED | $574,430 | $571,194 |
| DFA U.S. LARGE CAP VALUE III P | $360,356 | $632,542 |
| DFA U.S. LARGE CAP VALUE PORTF | $127,825 | $253,474 |
| DFA U.S. MICRO CAP PORTFOLIO | $404,478 | $736,186 |
| DFA U.S. SMALL CAP VALUE PORTF | $431,461 | $820,265 |
| INTERNATIONAL HIGH REL PROFIT | $366,736 | $528,655 |
| U.S. HIGH RELATIVE PROFIT PORT | $434,735 | $922,274 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $30,873 | $30,873 |
| Postage/Delivery Service | $135 | $135 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $2,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $35,083 | Amt |
| Net Investment Income | $35,083 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $2,300 |
| 990-PF Excise Tax for 2024 | $1,242 |