PRITZKER MILITARY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PRITZKER MILITARY FOUNDATION (EIN 47-2570839)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202413189349101101
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T08:14:52-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN991856619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1171 N CLARK ST STE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472570839EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRITZKER MILITARY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRITBusinessNameControlTxt
Phone3123749435PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 S MICHIGAN AVE 1025AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN RIFKINPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3123749435PhoneNum
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGET ROCHEPreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,122,282FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$441,106ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$208,453DividendsRevAndExpnssAmt
Dividends Net Invst Incm$219,853DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$17,045CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,750,360OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,677,002OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,399,919TotalRevAndExpnssAmt
Total Net Invst Incm$1,913,900TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$287,802OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$287,802OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$118,470PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$118,470PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,042LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$5,042LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$48,878AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,446AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$13,446AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$105,277OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$61,509OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$119,577OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,041TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$931DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$14,289TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$11,956TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$96PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$96PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,371,144OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,666OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$13,145OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,961,970TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72,621TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$569,534TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,108,551ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,606,126ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,070,521TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72,621TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,175,660TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,670,602ExcessRevenueOverExpensesAmt
Net Investment Income$1,841,279NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,144,052CashBOYAmt
Cash EOY$8,319,945CashEOYAmt
Cash EOYFMV$8,319,945CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,141,132SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,733SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,733SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$5,031RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$62,632RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$62,632RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$21,027,003OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$6,356,334OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$23,650,592OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$14,670,669OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$14,670,669OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$125,749CorporateStockBOYAmt
Corporate Stock EOY$163,143CorporateStockEOYAmt
Corporate Stock EOYFMV$163,143CorporateStockEOYFMVAmt
Other Investments BOY$2,242,044OtherInvestmentsBOYAmt
Other Investments EOY$2,840,442OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,840,442OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,421LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,703LandBldgEquipAccumDeprecAmt
Land BOY$1,880LandBOYAmt
Land EOY$2,718LandEOYAmt
Land EOYFMV$2,718LandEOYFMVAmt
Total Assets BOY$34,310,480TotalAssetsBOYAmt
Total Assets EOY$26,122,282TotalAssetsEOYAmt
Total Assets EOYFMV$26,122,282TotalAssetsEOYFMVAmt
Accounts Payable BOY$12,039AccountsPayableBOYAmt
Accounts Payable EOY$13,459AccountsPayableEOYAmt
Grants Payable BOY$2,149,921GrantsPayableBOYAmt
Grants Payable EOY$2,648,745GrantsPayableEOYAmt
Total Liabilities BOY$2,161,960TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,662,204TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$32,148,520NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$23,460,078NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$32,148,520TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,460,078TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,310,480TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,122,282TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,148,520TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,670,602ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$23,477,918SubtotalAmt
Other Decreases$17,840OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,460,078TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyINVESTMENTS IN LIMITED PARTNERSHIPSPropertyDesc
How AcquiredPHowAcquiredCd
Sold2023-12-31SoldDt
Gain Or Loss$17,045GainOrLossAmt
Gains Minus Excess Or Losses$17,045GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$17,045CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,594InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,594SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,594TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,798EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$42,798TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$17,204OverpaymentAmt
Applied To ES Tax$17,204AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PRITZKERMILITARYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSUSAN RIFKINIndividualWithBooksNm
Phone3123749455PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1104 S MICHIGAN AVE NO 1025AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (1)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
COLONEL IL JENNIFER N PRITZKER
104 S MICHIGAN AVE NO 1025CHICAGOIL60603PRESIDENT0.25$0$0$0
MARY F PARTHE
104 S MICHIGAN AVE NO 1025CHICAGOIL60603SECRETARY0.25$0$0$0
SHARI L KOEHLER
104 S MICHIGAN AVE NO 1025CHICAGOIL60603TREASURER0.25$0$0$0
LEWIS M COLLENS
104 S MICHIGAN AVE NO 1025CHICAGOIL60603DIRECTOR0.25$0$0$0
COLONEL DAVID R PELIZZON USA RET
104 S MICHIGAN AVE NO 1025CHICAGOIL60603DIRECTOR0.25$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
KAREEMA CRUZ
104 S MICHIGAN AVE NO 1025CHICAGOIL60603PROGRAM MANAGER40.00$101,827$33,263$0
SUSAN RIFKIN
104 S MICHIGAN AVE NO 1025CHICAGOIL60603EXEC DIR; COO PHILAN12.00$74,554$14,877$0
SANDY EDEN
104 S MICHIGAN AVE NO 1025CHICAGOIL60603OFFICE MANAGER/GRANT20.00$41,398$11,505$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEI PROFESSIONAL SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 S MICHIGAN AVE NO 1025AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGEMENT SERVICESServiceTypeTxt
Compensation$105,496CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Description2N/ADescription2Txt
Expenses2$0Expenses2Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$81,944AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,005,129AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,840,442FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,927,515TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,927,515AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$178,913CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,748,602NetVlNoncharitableAssetsAmt
Minimum Investment Return$587,430MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$587,430MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,594TaxBasedOnInvestmentIncomeAmt
Total Tax$25,594TotalTaxAmt
Distributable Before Adj$561,836DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$561,836DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$561,836DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,175,660ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,175,660QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$561,836DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,807,809ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,737,021ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,460,865ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,106,042ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,422,947ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,534,684TotalExcessDistributionCyovAmt
Qualifying Distributions$4,175,660QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$561,836AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,613,824RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$22,148,508TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,807,809ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,340,699ExcessDistriCyovToNextYrAmt
Excess From Year4$4,737,021ExcessFromYear4Amt
Excess From Year3$3,460,865ExcessFromYear3Amt
Excess From Year2$4,106,042ExcessFromYear2Amt
Excess From Year1$3,422,947ExcessFromYear1Amt
Excess From Current Year$3,613,824ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCOLONEL IL JENNIFER N PRITZKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
8TH INFANTRY ILLINOIS NATIONAL GUARD ASSOCIATION
5200 S COTTAGE GROVE AVENUE PO BOX438266CHICAGOIL60643N/ANCGENERAL SUPPORT$15,000
ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
944 CLOCK TOWER DR STE BSPRINGFIELDIL627046022N/APCGENERAL SUPPORT$5,000
AIR FORCE MUSEUM FOUNDATION
100 SPAATZ STDAYTONOH454331903N/APCGENERAL SUPPORT$25,000
AIRBORNE & SPECIAL OPERATIONS MUSEUM FOUNDATION
100 BRAGG BLVDFAYETTEVILLENC283014806N/APCGENERAL SUPPORT$10,000
ALLENFORCE
PO BOX 481PLAINFIELDIL605440481N/APCGENERAL SUPPORT$10,000
ARMED FORCES COUNCIL OF CHICAGO
65 W JACKSON BLVDCHICAGOIL606043598N/APCGENERAL SUPPORT$500
ARMY HERITAGE CENTER FOUNDATION
950 SOLDIERS DRIVECARLISLEPA17013N/APCGENERAL SUPPORT$15,000
ARMY HISTORICAL FOUNDATION
1775 LIBERTY DR SUITE 400FORT BELVOIRVA220601805N/APCGENERAL SUPPORT$1,974
ASSOCIATION OF FORMER INTELLIGENCE OFFICERS
7700 LEESBURG PIKE STE 324FALLS CHURCHVA22043N/APCGENERAL SUPPORT$15,000
BONG NATURALIST ASSOCIATION INC
26313 BURLINGTON RDKANSASVILLEWI531399604N/APCGENERAL SUPPORT$2,000
BUSINESS EXECUTIVES FOR NATIONAL SECURITY (BENS)
1030 15TH ST NW STE 200 EWASHINGTONDC200051503N/APCGENERAL SUPPORT$55,000
CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NEWASHINGTONDC200640001N/APCGENERAL SUPPORT$75,000
CHICAGO COUNCIL NAVY LEAGUE OF THE UNITED STATES
403 N COUNTY LINE RDHINSDALEIL60521N/APCGENERAL SUPPORT$15,000
CHICAGO CULTURAL ALLIANCE
600 W JACKSON BLVDCHICAGOIL606615636N/APCGENERAL SUPPORT$5,000
CODE PLATOON
1 SOUTH DEARBORN STREET 20TH FLCHICAGOIL60603N/APCGENERAL SUPPORT$2,500
CUMBERLAND COMMUNITY FOUNDATION
100 BRAGG BLVDFAYETTEVILLENC283014806N/APCGENERAL SUPPORT$200,000
DOG TAG INC
3206 GRACE STREET NWWASHINGTONDC20007N/APCGENERAL SUPPORT$25,000
ELIZABETH DOLE FOUNDATION
600 NEW HAMPSHIRE AVE NW STE 1020WASHINGTONDC200372444N/APCGENERAL SUPPORT$250,000
FISHER HOUSE FOUNDATION
12300 TWINBROOK PKWYROCKVILLEMD208521606N/APCGENERAL SUPPORT$50,000
FORT CAMPBELL HISTORICAL FOUNDATION
32 SCREAMING EAGLE BLVDFORT CAMPBELLKY422235335N/APCGENERAL SUPPORT$50,000
FRIENDS OF THE NATIONAL WWII MEMORIAL
921 PENNSYLVANIA AVE SE 321WASHINGTONDC200032141N/APCGENERAL SUPPORT$1,945
GEORGE C MARSHALL FOUNDATION
1600 PARADE GROUNDLEXINGTONVA244500000N/APCGENERAL SUPPORT$2,500
GETTYSBURG FOUNDATION
1195 BALTIMORE PIKEGETTYSBURGPA173257034N/APCGENERAL SUPPORT$5,000
HAWAII ARMY MUSEUM SOCIETY
PO BOX 8064HONOLULUHI968300064N/APCGENERAL SUPPORT$5,000
HOOVER PRESIDENTIAL LIBRARY FOUNDATION
PO BOX 696WEST BRANCHIA52358N/APCGENERAL SUPPORT$50,000
ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER
9603 WOODS DRSKOKIEIL600771095N/APCGENERAL SUPPORT$112,500
ILLINOIS JOINING FORCES
1 W MONROE ST 4TH FLCHICAGOIL60603N/APCGENERAL SUPPORT$2,500
INSTITUTE FOR NON-PROFIT NEWS
PO BOX 399RICHARDSNC28574N/APCGENERAL SUPPORT$10,000
INTERNATIONAL SPY MUSEUM
PO BOX 23137WASHINGTONDC200242135N/APCGENERAL SUPPORT$75,000
INTER-UNIVERSITY SEMINAR ON ARMED FORCES AND SOCIETY
PO BOX 23137WASHINGTONDC200242135N/APCGENERAL SUPPORT$10,000
INTREPID SEA AIR & SPACE MUSEUM
WEST 46TH ST 12TH AVENEW YORKNY100360000N/APCGENERAL SUPPORT$25,000
JEWISH COMMUNITY CENTERS OF CHICAGO
300 REVERE DRNORTHBROOKIL600621589N/APCGENERAL SUPPORT$50,000
JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
1101 14TH ST NW STE 1030WASHINGTONDC200055635N/APCGENERAL SUPPORT$75,000
JEWISH WAR VETERANS USA NATIONAL MEMORIAL INC
1811 R ST NWWASHINGTONDC200091603N/APCGENERAL SUPPORT$25,000
KIDS RANK
1957 SHERIDAN RDHIGHLAND PARKIL600352540N/APCGENERAL SUPPORT$30,000
LAKE COUNTY VETERAN AND FAMILY SERVICES
100 S ATKINSON ROADGRAYSLAKEIL600307817N/APCGENERAL SUPPORT$17,500
LAWFARE INSTITUTE
4401 BRANDYWINE ST NWWASHINGTONDC200164419N/APCGENERAL SUPPORT$100,000
LINE OF ADVANCE NFP
2126 W ARMITAGECHICAGOIL606474594N/APCGENERAL SUPPORT$200
MARINE CORPS SCHOLARSHIP FOUNDATION
909 N WASHINGTON ST STEALEXANDRIAVA223145510N/APCGENERAL SUPPORT$10,000
MASSACHUSETTS GENERAL HOSPITAL
399 REVOLUTION DR STE 645SOMERVILLEMA021451465N/APCGENERAL SUPPORT$50,000
MUSEUM OF THE AMERICAN REVOLUTION
101 S 3RD STPHILADELPHIAPA191062818N/APCGENERAL SUPPORT$25,000
NATIONAL ABLE NETWORK INC
567 W LAKE ST STE 1150CHICAGOIL606611405N/APCGENERAL SUPPORT$75,000
NATIONAL COAST GUARD MUSEUM ASSOCIATION INC
78 HOWARD ST STE ANEW LONDONCT063204963N/APCGENERAL SUPPORT$200,000
NATIONAL HISTORY DAY
4511 KNOX RD STE 205COLLEGE PARKMD207403311N/APCGENERAL SUPPORT$25,000
NATIONAL INFANTRY MUSEUM FOUNDATION
1775 LEGACY WAY STE 220COLUMBUSGA319033675N/APCGENERAL SUPPORT$40,000
NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STNEW ORLEANSLA701303813N/APCGENERAL SUPPORT$100,000
NATIONAL WWI MUSEUM AND MEMORIAL
2 MEMORIAL DRKANSAS CITYMO641084603N/APCGENERAL SUPPORT$5,000
NAVAL WAR COLLEGE FOUNDATION
686 CUSHING RDNEWPORTRI028411213N/APCGENERAL SUPPORT$110,000
NAVY SEAL FOUNDATION
1619 D STVIRGINIA BEACHVA234558407N/APCGENERAL SUPPORT$48,350
NORWICH UNIVERSITY
158 HARMON DRNORTHFIELDVT056631000N/APCGENERAL SUPPORT$259,721
ODIN'S WARRIOR TRIBE
713 MARSHALL RD SWVIENNAVA221806467N/APCGENERAL SUPPORT$32,600
OPERATION OPPORTUNITY FOUNDATION
1012 14TH ST NW STE 1200WASHINGTONDC200053408N/APCGENERAL SUPPORT$5,000
OSS SOCIETY INC
7600 LEESBURG PIKE STE 470 EASTFALLS CHURCHVA22043N/APCGENERAL SUPPORT$25,000
PARK UNIVERSITY
8700 NW RIVER PARK DRPARKVILLEMO641524358N/APCGENERAL SUPPORT$24,000
PEARL HARBOR AVIATION MUSEUM
319 LEXINGTON BLVDHONOLULUHI96818N/APCGENERAL SUPPORT$5,000
PENFED FOUNDATION
7940 JONES BRANCH DR 11TH FLMCLEANVA22102N/APCGENERAL SUPPORT$150,000
PRITZKER MILITARY MUSEUM & LIBRARY
104 S MICHIGAN AVE STE 400CHICAGOIL606035958N/APOFGENERAL SUPPORT$3,600
PROJECT HOOD COMMUNITIES DEVELOPMENT CORPORATION
6620 S KING DRCHICAGOIL606373210N/APCGENERAL SUPPORT$25,000
RAND CORPORATION
1776 MAIN STSANTA MONICACA904013208N/APCGENERAL SUPPORT$25,000
SERVICE WOMEN'S ACTION NETWORK
1015 15TH ST NW SUITE 600WASHINGTONDC200052605N/APCGENERAL SUPPORT$20,400
SILVER HILL HOSPITAL INC
208 VALLEY RDNEW CANAANCT068403812N/APCGENERAL SUPPORT$30,000
SOMERS VILLAGE & TOWN
PO BOX 197SOMERSWI53171N/AGOVGENERAL SUPPORT$1,500
SOS AMERICA FOUNDATION
1979 HARLEM BLVDROCKFORDIL611036345N/ANCGENERAL SUPPORT$10,000
STANDUPLD
16415 ADDISON RD STE 550ADDISONTX750013234N/APCGENERAL SUPPORT$37,221
THE COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA231871776N/APCGENERAL SUPPORT$25,000
THOMAS D CLARK FOUNDATION INC
663 S LIMESTONE STLEXINGTONKY405084008N/ASO IGENERAL SUPPORT$20,000
TIDES CENTER
PO BOX 29907TORRANCECA941290907N/APCGENERAL SUPPORT$10,000
TRUMAN LIBRARY INSTITUTE
5151 TROOST AVE STE 300KANSAS CITYMO641102524N/APCGENERAL SUPPORT$2,000
US NAVAL INSTITUTE FOUNDATION
291 WOOD ROADANNAPOLISMD214025034N/ASO IGENERAL SUPPORT$200,000
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUECHICAGOIL60637N/APCGENERAL SUPPORT$225,000
USS HYMAN G RICKOVER COMMISSIONING COMMITTEE
65 W JACKSON BLVDCHICAGOIL60604N/APCGENERAL SUPPORT$18,085
WENDE MUSEUM OF THE COLD WAR THE
10808 CULVER BLVDCULVER CITYCA902303738N/APCGENERAL SUPPORT$205,000
WOMEN IN INTERNATIONAL SECURITY
1250 CONNECTICUT AVENUE NW 700WASHINGTONDC20036N/APCGENERAL SUPPORT$12,500
WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION INC
200 N GLEBE RD STE 400ARLINGTONVA222033755N/APCGENERAL SUPPORT$35,000
WOODY WILLIAMS FOUNDATION
12123 SHELBYVILLE RD STE 100LOUISVILLEKY402431079N/APCGENERAL SUPPORT$90,630
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,609,726TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN BATTLEFIELD TRUST
1156 15TH STREET NW SUITE 900WASHINGTONDC200051717N/APCGENERAL SUPPORT$500,000
BLUE STAR FAMILIES INC
441 SAXONY THE HIVE/BARN 2ENCINITASCA92024N/APCGENERAL SUPPORT$100,000
CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NEWASHINGTONDC200640001N/APCGENERAL SUPPORT$125,000
DOG TAG INC
3206 GRACE STREET NWWASHINGTONDC20007N/APCGENERAL SUPPORT$25,000
ELIZABETH DOLE FOUNDATION
600 NEW HAMPSHIRE AVE NW STE 1020WASHINGTONDC200372444N/APCGENERAL SUPPORT$1,750,000
FORT CAMPBELL HISTORICAL FOUNDATION
32 SCREAMING EAGLE BLVDFORT CAMPBELLKY422235335N/APCGENERAL SUPPORT$150,000
HOOVER PRESIDENTIAL LIBRARY FOUNDATION
PO BOX 696WEST BRANCHIA52358N/APCGENERAL SUPPORT$50,000
ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER
9603 WOODS DRSKOKIEIL600771095N/APCGENERAL SUPPORT$200,000
INTERNATIONAL SPY MUSEUM
PO BOX 23137WASHINGTONDC200242135N/APCGENERAL SUPPORT$75,000
LAURENT HOUSE FOUNDATION
4646 SPRING BROOK RDROCKFORDIL611146362N/APCGENERAL SUPPORT$50,000
MARINE CORPS UNIVERSITY FOUNDATION INC
PO BOX 122QUANTICOVA221340122N/APCGENERAL SUPPORT$30,000
MUSEUM OF THE AMERICAN REVOLUTION
101 S 3RD STPHILADELPHIAPA191062818N/APCGENERAL SUPPORT$25,000
NATIONAL HISTORY DAY
4511 KNOX RD STE 205COLLEGE PARKMD207403311N/APCGENERAL SUPPORT$125,000
NATIONAL INFANTRY MUSEUM FOUNDATION
1775 LEGACY WAY STE 220COLUMBUSGA319033675N/APCGENERAL SUPPORT$25,000
NAVAL WAR COLLEGE FOUNDATION
686 CUSHING RDNEWPORTRI028411213N/APCGENERAL SUPPORT$900,000
SMITHSONIAN
1000 JEFFERSON DR SWWASHINGTONDC205600008N/APCGENERAL SUPPORT$50,000
TRAVIS MANION FOUNDATION
164 E STATE STREETDOYLESTOWNPA189014313N/APCGENERAL SUPPORT$50,000
WNET
825 EIGHTH AVENUE 14TH FLNEW YORKNY100197435N/APCGENERAL SUPPORT$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,305,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$109UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$208,344ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$6,958UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion-$6,958ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
LP INCOME/(LOSS)901101-$12,02101$3,644$0
INTEREST FROM NOTES RECEIVABLE14$1,758,737

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$4,954UnrelatedBusinessTaxblIncmAmt
Exclusion$1,963,767ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,958,813TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ERIN SOLARO
1104 S MICHIGAN AVE NO 1025CHICAGOIL60603$12,100Yes (X)
COLONEL (IL) JAMES N PRITZKER CHARITABLE DISTRIBUTION FUND
2104 S MICHIGAN AVE NO 1025CHICAGOIL60603$429,006Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySALARIES/BENEFITS & OFFICE EXPENSESNoncashPropertyDesc
Fair Market Value$429,006FairMarketValueAmt
Received2023-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$48,878Amt
Net Investment Income$9,446NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$13,446DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
PRITZKER MILITARY MUSEUM & LIBRARY
104 S MICHIGAN AVE NO 1025CHICAGOIL606032023-12-31$3,600MATCHING GRANT FOR OPERATING EXPENSES.$3,600N/A12/31/23
8TH INFANTRY ILLINOIS NATIONAL GUARD ASSOCIATION
PO BOX 438266CHICAGOIL606432023-04-30$15,000ENDOWMENT FOR SCHOLARSHIPS, FINANCIAL ASSISTANCE AND EDUCATIONAL PROGRAMMING FOR VETERAN MILITARY MEMBERS, THEIR FAMILIES, AND THE COMMUNITY.$15,000N/A10/27/23
SOS AMERICA FOUNDATION
1979 HARLEM BLVDROCKFORDIL611032023-12-31$10,000TO PROVIDE SUPPORT FOR THE MEMORIAL DAY COMMEMORATION EVENT HELD EACH YEAR AT THE GENERAL LOGAN STATUE IN CHICAGO.$10,000N/A12/31/23

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART I, LINE 25DFormAndLineReferenceDesc
Medium ExplanationA DISBURSEMENT IN THE AMOUNT OF $3,600 WAS REMITTED DURING 2023 TO A COMMONLY CONTROLLED PRIVATE OPERATING FOUNDATION ("POF"). WHILE EXPENDITURE RESPONSIBILITY HAS BEEN MAINTAINED ON THIS DISBURSEMENT, IT IS THE PREFERENCE OF THE ENTITIES TO HAVE THE RECIPIENT ORGANIZATION NOT MAKE A CORPUS ELECTION. AS SUCH, THE FILING ORGANIZATION HAS REDUCED FORM 990-PF, PAGE 1, LINE 25D BY THE AMOUNT OF THE DONATION TO THE RELATED POF.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$163,143EOYBookValueAmt
EOYFMV$163,143EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN LPCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,840,442BookValueAmt
EOYFMV$2,840,442EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,042LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,042DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS)Desc
Amt$17,840Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROVISION FOR CREDIT LOSSES$6,356,334$0$0$0
INFORMATION TECHNOLOGY$11,522$1,666$0$9,857
BOOKS & PUBLICATIONS$2,070$0$0$2,070
STORAGE$649$0$0$649
SHIPPING/POSTAGE$162$0$0$162
INSURANCE$149$0$0$149
OFFICE SUPPLIES$133$0$0$133
OTHER EXPENSES$105$0$0$105
LICENSES & PERMITS$20$0$0$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
LP INCOME/(LOSS)-$8,377-$81,735$0
INTEREST FROM NOTES RECEIVABLE$1,758,737$1,758,737$0

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1ARMY HISTORICAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$0BalanceDueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TEI PROFESSIONAL SERVICES$54,006$6,515$0$119,577
INVESTMENT MGMT FEES - LPS$51,271$54,994$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$10,000$0$0$0
STATE UBI TAXES$41$0$0$0

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