WAYFARER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WAYFARER FOUNDATION (EIN 86-2088032)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349106171
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:05:57-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862088032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYFARER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYF | BusinessNameControlTxt |
| Phone | 3125212607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 GREEN BAY ROAD 280 | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN I SAROWITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3125212607 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE PROSECKY | PreparerPersonNm |
| PTIN | P00967421 | PTIN |
| Phone | 8472345000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,979,331 | 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 | $2,350,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $206,419 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $206,419 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $297,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $297,515 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $33,206 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $33,206 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $14,953 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,785,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,456,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,456,103 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$10,898,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,993,243 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $208,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $208,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,155,303 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,155,303 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $235,902 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $235,902 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,845 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,845 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,440 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $576,681 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $576,681 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $967,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $233,139 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,564 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $14,564 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $143,310 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $143,310 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $742,721 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $742,721 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,559 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,559 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $688,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,689 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $685,257 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,774,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,022,557 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,164,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,164,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,938,980 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,186,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,837,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,974,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,071,097 | CashBOYAmt |
| Cash EOY | $45,885,281 | CashEOYAmt |
| Cash EOYFMV | $45,885,281 | CashEOYFMVAmt |
| Corporate Stock BOY | $87,524,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,282,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,494,050 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,100,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,530,632 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,564 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,516,068 | LandEOYAmt |
| Land EOYFMV | $1,500,000 | LandEOYFMVAmt |
| Total Assets BOY | $89,595,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,783,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,979,331 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,989 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,989 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $89,595,097 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,757,510 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,595,097 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,757,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $89,595,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,783,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,595,097 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,837,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $54,757,510 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,757,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 385000 SHS PAYLOCITY | PropertyDesc |
| Acquired | 2022-12-02 | AcquiredDt |
| Sold | 2023-12-05 | SoldDt |
| Gross Sales Price | $70,456,103 | GrossSalesPriceAmt |
| Gain Or Loss | $70,456,103 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $70,456,103 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,456,103 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $986,552 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $986,552 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $986,552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $734,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $280,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,014,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,448 | OverpaymentAmt |
| Applied To ES Tax | $27,448 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WAYFARERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LAURA HERRICK | IndividualWithBooksNm |
| Phone | 3125212607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 GREEN BAY ROAD SUITE 280 | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN I SAROWITZ | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JUSTIN BALDONI | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CYNTHIA BARNES-SLATER | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LAURA HERRICK | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | EXECUTIVE DIRECTOR | 40.00 | $208,400 | $6,470 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CARMEN PATLAN | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | CHIEF OF STAFF | 40.00 | $130,316 | $17,046 | $0 |
| CELESTE SMITH | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | SR PROGRAM DIRECTOR | 40.00 | $131,129 | $3,625 | $0 |
| KEVIN WILLIAMS | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | SR COMMUNICATIONS DI | 40.00 | $106,681 | $19,237 | $0 |
| RICHARD HAVARD | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | DIRECTOR OF PROGRAMS | 40.00 | $106,544 | $10,046 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,975,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,478,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,410,417 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,864,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,864,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,017,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,846,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,342,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,342,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $986,552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $986,552 | TotalTaxAmt |
| Distributable Before Adj | $2,355,797 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,355,797 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,355,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,186,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,186,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,355,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,356,221 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,276,729 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,632,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,186,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,355,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,830,930 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,463,880 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,463,880 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,356,221 | ExcessFromYear2Amt |
| Excess From Year1 | $10,276,729 | ExcessFromYear1Amt |
| Excess From Current Year | $20,830,930 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN I SAROWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CALL TO MEN | |||||||
| 250 MERRICK ROAD 813 | ROCKVILLE CENTRE | NY | 11570 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| ABDORRAHMAN BOROUMAND CENTER | |||||||
| 3220 N STREET NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL OPERATING SUPPORT | $210,000 |
| ABRAHAMIC HOUSE | |||||||
| 11222 SAINT MICHAELS DRIVE | DALLAS | TX | 75230 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 |
| ALBANY PARK THEATER PROJECT | |||||||
| 5100 N RIDGEWAY AVE | CHICAGO | IL | 60625 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| ALLIANCE FOR FELIX COVE | |||||||
| 1625 CLAY STREET | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| BANCROFT NEIGHBORHOOD ASSOCIATION | |||||||
| 4120 17TH AVE | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATING SUPPORT | $22,000 |
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | |||||||
| 1410 BROADWAY SUITE 302 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| BE THE HEALING | |||||||
| 3519 NE 15TH AVE 277 | PORTLAND | OR | 97212 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BIRTH DETROIT | |||||||
| PO BOX 19727 | DETROIT | MI | 48219 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| ARGROW'S HOUSE | |||||||
| 3811 HARRISON STREET SUITE 100 | DAVENPORT | IA | 52806 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BOOKS AND BREAKFAST | |||||||
| 419 GREENWOOD ST | EVANSTON | IL | 60201 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 |
| CAMBRIDGE HEART | |||||||
| 100 AMES POND DRIVE | TEWKSBURY | MA | 01876 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CENTER FOR MIND BODY MEDICINE | |||||||
| 5225 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20015 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CHEYENNE RIVER YOUTH PROJECT | |||||||
| 701 4TH ST | EAGLE BUTTE | SD | 58625 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000,000 |
| CHICAGO CARES | |||||||
| 1200 W 35TH ST | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| BLACK HILLS AREA COMMUNITY FOUNDATION | |||||||
| 243 FOUNDERS PARK DR STE 102 | RAPID CITY | SD | 57701 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CHILDREN'S THEATRE CENTER | |||||||
| 34 POWER ST NO 3B | BROOKLYN | NY | 11211 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| CHINLE PLANTING HOPE | |||||||
| PO BOX 4119 | CHINLE | AZ | 86503 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| CHOCOLATE MILK CAFE NATIONAL INC | |||||||
| 140 SANDFORD AVE | NORTH PLAINFIELD | NJ | 07060 | N/A | PC | GENERAL OPERATING SUPPORT | $17,000 |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 E 10TH STREET | CLAREMONT | CA | 91711 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| COFFEE HIP HOP AND MENTAL HEALTH | |||||||
| 1051 W BELMONT AVE | CHICAGO | IL | 60657 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| COHERENT DEVELOPMENT RESEARCH INSTITUTE | |||||||
| 3751 37TH ST UNIT 10 | SAN DIEGO | CA | 92105 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| BLUE LAPIS LIGHT | |||||||
| 10331 B OLD MANCHACA RD | AUSTIN | TX | 78748 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CANTICLE FARM | |||||||
| 115 EAST MAIN STREET | ALLEGHANY | NY | 14706 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| DARA INC | |||||||
| 3015 Q STREET NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| EEQUAL | |||||||
| PO BOX 370094 | DENVER | CO | 80237 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| EMBARC | |||||||
| 8626 BAYTOWNE AVE | SANDESTIN | FL | 32550 | N/A | PC | GENERAL OPERATING SUPPORT | $450,000 |
| EMBRACERACE | |||||||
| 275 MADISON AVE SUITE B | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $175,000 |
| EPIC THEATRE CENTER INC | |||||||
| 410 WEST 42ND STREET 4E1 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| EQUITICITY | |||||||
| 1956 S HAMLIN AVE 3 | CHICAGO | IL | 60623 | N/A | PC | GENERAL OPERATING SUPPORT | $325,000 |
| FAMILY MATTERS NETWORK | |||||||
| 60 MONROE AVE | MEMPHIS | TN | 38103 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| FEARLESS DIALOGUES | |||||||
| 260 PEACHTREE STREET SUITE 1201 | ATLANTA | GA | 30303 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| CENTER ON MODERNITY IN TRANSITION | |||||||
| 616 SWIFT AVE | DURHAM | NC | 27701 | N/A | PC | GENERAL OPERATING SUPPORT | $750,000 |
| FRIENDS OF THE HIGHWOOD LIBRARY | |||||||
| 102 HIGHWOOD AVE | HIGHWOOD | IL | 60040 | N/A | PC | GENERAL OPERATING SUPPORT | $1,150,000 |
| GIVAT HAVIVA EDUCATION FOUNDATION | |||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $145,000 |
| CENTER FOR NEIGHBORHOOD TECHNOLOGY | |||||||
| 17 NORTH STATE STREET 1400 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| GUITARS OVER GUNS ORGANIZATION INC | |||||||
| 169 EAST FLAGLER ST | MIAMI | FL | 33131 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| CHESSMAN OF THE NORTHSHORE | |||||||
| PO BOX 1265 | EVANSTION | IL | 60204 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| HEBREW UNIVERSITY OF JERUSALEM | |||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $131,777 |
| HOPA MOUNTAIN | |||||||
| 234 E BABCOCK ST SUITE E | BOZEMAN | MT | 59715 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| CITY BUREAU NFP | |||||||
| 3619 S STATE ST STE 400 | CHICAGO | IL | 60609 | N/A | PC | GENERAL OPERATING SUPPORT | $26,200 |
| INSTITUTE FOR FREEDOMS INC | |||||||
| 2354 WINDSOR AVE | ALTADENA | CA | 91001 | N/A | PC | GENERAL OPERATING SUPPORT | $135,600 |
| CITY HOPE SAN FRANCISCO | |||||||
| PO BOX 640959 | SAN FRANCISCO | CA | 94164 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CLAIRE'S PLACE FOUNDATION | |||||||
| 2110 ARTESIA BLVD BOX 819 | REDONDO BEACH | CA | 90278 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| JOB PATH | |||||||
| 256 W 38TH ST 2ND FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| CONCORD MB CHURCH | |||||||
| 2510 MARSH ROAD | WILMINGTON | DE | 19810 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LATINOS FOR EDUCATION | |||||||
| 275 PAYSON ROAD | BELMONT | MA | 02478 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| LAW AND CIVICS READING AND WRITING INSTITUTE | |||||||
| 10208 S WOOD STREET | CHICAGO | IL | 60643 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 |
| LAWNDALE CHILDREN'S DISCOVERY CENTER | |||||||
| 2653 W OGDEN | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| LIDE FOUNDATION | |||||||
| 5737 KANAN RD BOX 501 | AGOURA HILLS | CA | 91301 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| MAIA | |||||||
| 444 W LAKE ST STE 1700 | CHICAGO | IL | 60606 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| MANIDOO OGITIGAAN | |||||||
| 102 FIRST STREET WEST 110 | BEMIDJI | MN | 56601 | N/A | PC | GENERAL OPERATING SUPPORT | $292,730 |
| MIRACLE MESSAGES | |||||||
| 5432 GEARY BLVD STE 896 | SAN FRANCISCO | CA | 94121 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 |
| MITCHELL MUSEUM OF THE AMERICAN INDIAN | |||||||
| 3001 CENTRAL ST | EVANSTON | IL | 60201 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| MNI WICHONI HEALTH CIRCLE | |||||||
| 3904 LILLIAN COURT SE | MANDAN | SD | 57642 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| MNI WICONI NAKICINZE WOUNSPE | |||||||
| PO BOX 357 | MCLAUGHLIN | SD | 57642 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| MONA FOUNDATION | |||||||
| 14150 NE 20TH ST FL-527 | BELLEVUE | WA | 98007 | N/A | PC | GENERAL OPERATING SUPPORT | $800,000 |
| COUP COUNCIL | |||||||
| 103-A NEW YORK AVE | RAPID CITY | SD | 57701 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| NATIONAL SPIRITUAL ASSEMBLY OF THE BAHA'IS OF THE UNITED STATES | |||||||
| 1233 CENTRAL STREET | EVANSTON | IL | 60231 | NN | PC | GENERAL OPERATING SUPPORT | $650,000 |
| NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER INC | |||||||
| 1301 WESTERN AVE | CINCINNATI | OH | 45203 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 |
| DEEPLY ROOTED PRODUCTIONS | |||||||
| 17 NORTH STATE STREET | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| NEW ENGLAND CENTER FOR ARTS AND TECHNOLOGY | |||||||
| 23 BRADSTON ST | BOSTON | MA | 02118 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| NEW ERA CREATIVE SPACE | |||||||
| 113 OVERLOOK AVE | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $365,000 |
| NEW MOVEMENT TO REDRESS RACIAL SEGREGATION | |||||||
| 360 14TH STREET 2ND FLOOR | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $160,000 |
| ESPRIT DES CONCERTS DBA THE JULIANI ENSEMBLE | |||||||
| 1225 GREENLEAF ST | EVANSTION | IL | 60202 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| EUCHEE YUCHI LANGUAGE PROJECT | |||||||
| 200 EAST 171ST ST SOUTH | GLENPOOL | OK | 74033 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| OCETI WAKAN | |||||||
| PO BOX 1958 | PINE RIDGE | SD | 57770 | N/A | PC | GENERAL OPERATING SUPPORT | $10,500 |
| ORGANIC ONENESS | |||||||
| 3120 S INDIANA 403 | CHICAGO | IL | 60616 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| PALENKE ARTS | |||||||
| 1713 BROADWAY AVE | SEASIDE | CA | 93955 | N/A | PC | GENERAL OPERATING SUPPORT | $95,000 |
| FAITH IN PLACE | |||||||
| 5416 S CORNELL AVE | CHICAGO | IL | 60615 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PARENT UNIVERSITY | |||||||
| 9312 DUNWOODY DR | SAVANNAH | GA | 31406 | N/A | PC | GENERAL OPERATING SUPPORT | $357,200 |
| FAST BLACKFEET | |||||||
| 108 2ND ST NW | BROWNING | MT | 59417 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PLAYERS PHILANTHROPY FUND | |||||||
| 1122 KENILWORTH DRIVE 201 | TOWSON | MD | 21204 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| POSSIBILITY LABS | |||||||
| 1410 FRANKLIN ST 135 | SAN FRANCISCO | CA | 94109 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 |
| PROJECT I AM | |||||||
| 7923 S PAXTON AVE | CHICAGO | IL | 60617 | N/A | PC | GENERAL OPERATING SUPPORT | $24,588 |
| FIRST ALASKANS INSTITUTE | |||||||
| 606 E STREET STE 200 | ANCHORAGE | AK | 99501 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| RAHEEM | |||||||
| 1423 BROADWAY 192 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| RAINBOWS FOR ALL CHILDREN | |||||||
| 614 DEMPSTER ST STE C | EVANSTON | IL | 60202 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| SERVICE LEARNING MICROSCHOOL ORGANIZATION INC | |||||||
| 1950 VIRGINIA AVE | CLEARWATER | FL | 33763 | N/A | PC | GENERAL OPERATING SUPPORT | $46,316 |
| SHARING SACRED SPACES | |||||||
| 1044 NORTH STREET | GREENWICH | CT | 06831 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| SOJOURNERS | |||||||
| 408 C ST NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPPORT | $180,000 |
| SOLHEALTH | |||||||
| 12404 DEER TRAC | AUSTIN | TX | 78727 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 |
| SPIRITUAL ASSEMBLY OF THE BAHA'IS OF CHICAGO | |||||||
| 5755 OBAMA BLVD | LOS ANGELES | CA | 90016 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| TAHIRIH JUSTICE CENTER | |||||||
| 6400 ARLINGTON BLVD | FALLS CHURCH | VA | 22042 | N/A | PC | GENERAL OPERATING SUPPORT | $230,000 |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | |||||||
| 55 BROAD ST 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $489,800 |
| THE 100 HORSES WOMENS SOCIETY | |||||||
| PO BOX 400 | DUPREE | SD | 57623 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| THE AMERICAN IRELAND FUND | |||||||
| 10 POST OFFICE SQUARE STE N950 | BOSTON | MA | 02109 | N/A | PC | GENERAL OPERATING SUPPORT | $57,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| FREEDOM COMMUNITY CENTER | |||||||
| 3450 OHIO AVE | ST LOUIS | MO | 63118 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| GEORGE FLOYD GLOBAL MEMORIAL | |||||||
| 3501 CHICAGO AVE | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| THE CURRENT PROJECT | |||||||
| 45 WEST 139TH ST APT 8N | NEW YORK | NY | 10037 | N/A | PC | GENERAL OPERATING SUPPORT | $105,000 |
| THE HOPI FOUNDATION | |||||||
| 110 MAIN ST | KYKOTSMOVI VILLAGE | AZ | 86039 | N/A | PC | GENERAL OPERATING SUPPORT | $92,000 |
| THE INTONATION MUSIC WORKSHOP | |||||||
| 345 N LOOMIS | CHICAGO | IL | 60607 | N/A | PC | GENERAL OPERATING SUPPORT | $158,993 |
| THE OIKOS INSTITUTE FOR SOCIAL IMPACT | |||||||
| 5113 S HARPER ST STE 2C | CHICAGO | IL | 60615 | N/A | PC | GENERAL OPERATING SUPPORT | $94,000 |
| GUILD OF FUTURE ARCHITECTS NEW YORK | |||||||
| 35 W 50TH STREET | NEW YORK | NY | 10020 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE POLICY ACADEMIES | |||||||
| 740 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| INDIGENOUS LIFE WAYS | |||||||
| 2418 EAST HISTORIC HWY 66259 | GALLUP | NM | 87301 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| UNITY IN MOTION | |||||||
| PO BOX 511131 | MILWAUKEE | WI | 53203 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| INNER CITY MUSLIM ACTION NETWORK | |||||||
| 2744 W 63RD ST | CHICAGO | IL | 60629 | N/A | PC | GENERAL OPERATING SUPPORT | $205,000 |
| URBAN ARTS | |||||||
| 39 W 19TH STREET 5TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| JAZZ INSTITUTE OF CHICAGO | |||||||
| 410 MICHIGAN AVE | CHICAGO | IL | 60605 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| WHITE PONY EXPRESS | |||||||
| 3380 VINCENT RD 107 | PLEASANT HILL | CA | 94523 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| JOHN KANIA | |||||||
| 600 GOODRICH FOUR CORNERS | NORWICH | VT | 05055 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| WOZU | |||||||
| 7039 HIGHWAY 1806 | CANNON BALL | ND | 58528 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| YES2JOBS | |||||||
| 4859 WEST SLAUSON BLVD 677 | LOS ANGELES | CA | 90056 | N/A | PC | GENERAL OPERATING SUPPORT | $19,873 |
| YOU MATTER 2 | |||||||
| 1050 WEST INDIANA ST | GLENWOOD | IL | 60425 | N/A | PC | GENERAL OPERATING SUPPORT | $139,025 |
| CHICAGO DEFENDER CHARITIES | |||||||
| 3509 S KING DR | CHICAGO | IL | 60653 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LA CASA NORTE | |||||||
| 3533 W NORTH AVE | CHICAGO | IL | 60647 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| LIGHTHOUSE FOUNDATION OF CHICAGOLAND | |||||||
| 2335 N ORCHARD ST | CHICAGO | IL | 60614 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| LISTEN FIRST PROJECT | |||||||
| 515 S MANGUM ST 5140 | DURHAM | NC | 27701 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| LOCAL SPIRITUAL ASSEMBLY OF THE BAHA'I OF HIGHLAND PARK | |||||||
| PO BOX 408 | HIGHLAND PARK | IL | 60035 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LOVE UNITY AND VALUES INSTITUTE | |||||||
| 2097 S WABASH AVE 200 | CHICAGO | IL | 60616 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| MAHCHIWMINAHNAHTIK CHIPPEWA AND CREE LANGUAGE REVITALIZATION | |||||||
| 278 ELKHORN ST | ELDER | MT | 59521 | N/A | PC | GENERAL OPERATING SUPPORT | $23,000 |
| MOSAIC YOUTH THEATRE OF DETROIT | |||||||
| 2251 ANTIETAM | DETROIT | MI | 48207 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| NATIONAL BAHA'I FUND | |||||||
| 1233 CENTRAL STREET | EVANSTION | IL | 60201 | N/A | PC | GENERAL OPERATING SUPPORT | $1,700 |
| NATIONAL CENTER FOR RACE AMITY | |||||||
| 100 POWDER MILL RD STE 245 | ACTON | MA | 01720 | N/A | PC | GENERAL OPERATING SUPPORT | $139,500 |
| NATIVE ACTION | |||||||
| 50 EAST FREEDOM WAY | CINCINNATI | OH | 45202 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| NEHEMIAH GROUP | |||||||
| 6439 SOUTH PEORIA ST | CHICAGO | IL | 60621 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| NEW COMMUNITY OUTREACH | |||||||
| 3627 S COTTAGE GROVE AVE | CHICAGO | IL | 60653 | N/A | PC | GENERAL OPERATING SUPPORT | $41,500 |
| NEW COMMUNITY PROJECT INC | |||||||
| 1850 AMSTERDAM AVE | NEW YORK | NY | 10031 | N/A | PC | GENERAL OPERATING SUPPORT | $22,000 |
| OAYE LUTA OKOLAKICIYE | |||||||
| 937 EAST N ST | RAPID CITY | SD | 57701 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| ON BEING PROJECT | |||||||
| 1619 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATING SUPPORT | $225,000 |
| ONE EARTH COLLECTIVE | |||||||
| 805 LAKE STREET 177 | OAK PARK | IL | 60301 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| PALENQUE LSNA | |||||||
| 2840 N MILWAUKEE AVE | CHICAGO | IL | 60618 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PARLIAMENT OF THE WORLD'S RELIGIONS | |||||||
| 4422 N RAVENSWOOD | CHICAGO | IL | 60640 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PERIOD INC | |||||||
| 2175 NW RALEIGH ST STE 110 | PORTLAND | OR | 97210 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| PIEGAN INSTITUTE | |||||||
| 223 4TH AVE SW | BROWNING | MT | 59417 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| POMONA INLAND VALLEY MARTIN LUTHER KING JR PROJECT | |||||||
| 1476 EDGEHILL DR | POMONA | CA | 91767 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| PUBLIC DEMOCRACY AMERICA | |||||||
| 10001 GEORGETOWN PIKE 317 | GREAT FALLS | VA | 22066 | N/A | PC | GENERAL OPERATING SUPPORT | $21,000 |
| PUBLIC NARRATIVE | |||||||
| 1245 S MICHIGAN AVE | CHICAGO | IL | 60605 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| ROOTS CONNECTED INC | |||||||
| 9410 N CALLE LINDA | TUCSON | AZ | 85704 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| RURAL AMERICA INITIATIVES | |||||||
| 2112 S VALLEY DR | RAPID CITY | SD | 57703 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| SALTFIRE | |||||||
| 6156 NE HIGHLAND BLVD | SUQUAMISH | WA | 98392 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC | |||||||
| 2355 CENTAL AVE | MCKINLEYVILLE | CA | 95519 | N/A | PC | GENERAL OPERATING SUPPORT | $52,000 |
| SHOREFRONT NFP | |||||||
| 2121 CHURCH ST | EVANSTION | IL | 60201 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 |
| SOGOREA TE LAND TRUST | |||||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| SOUTH DAKOTA EDUCATION EQUITY COALITION | |||||||
| 200 N PHILLIPS AVE STE 200 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| TESTIMONIES OF HOPE INC | |||||||
| 2216 N BLANCHARD ST | DAVENPORT | IA | 52804 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| THE CENTER FOR MIND BODY MEDICINE | |||||||
| 5335 WISCONSIN AVE NW | WASHINGTON | DC | 20015 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 |
| THE DINNER PARTY LABS | |||||||
| 154 HUMPHREY ST STE 4 | SWAMPSCOTT | MA | 01907 | N/A | PC | GENERAL OPERATING SUPPORT | $160,000 |
| THE JOHN E FETZER INSTITUTE INC | |||||||
| 9292 WEST KI AVE | KALAMAZOO | MI | 49009 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| THE TIDES CENTER DEPOSITORY | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE WORKERS LAB | |||||||
| 1111 BROADWAY FL 3 | OAKLAND | CA | 94607 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING SUPPORT | $77,868 |
| TRUE STAR FOUNDATION | |||||||
| 4655 S KING DR | CHICAGO | IL | 60653 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| UNION THEOLOGICAL SEMINARY | |||||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY | |||||||
| 1716 E FRANKLIN ST | RICHMOND | VA | 23223 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| WABANAKI CULTURAL PRESERVATION COALITION NIBEZUN | |||||||
| PO BOX 387 | OLD TOWN | ME | 04468 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| WICAHPI KOYAKA TIYOSPAYE | |||||||
| 820 PALMS BLVD | VENICE | CA | 90291 | N/A | PC | GENERAL OPERATING SUPPORT | $21,000 |
| WOMEN'S VOICES NOW | |||||||
| 46-E PENINSULA CENTER | ROLLING HILLS ESTATES | CA | 90291 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| WORLD FEDERALIST MOVEMENT INSTITUTE FOR GLOBAL POLICY | |||||||
| 5 THOMAS CIRCLE NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| WRITERCOACH CONNECTION | |||||||
| 2320 CHANNING WAY | BERKELEY | CA | 94704 | N/A | PC | GENERAL OPERATING SUPPORT | $130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,164,170 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,419 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $297,515 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $14,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,785,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$13,266,860 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,266,860 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STEVEN I SAROWITZ | ||||||
| 1 | 1849 GREEN BAY ROAD SUITE 280 | HIGHLAND PARK | IL | 60035 | $250,000 | Yes (X) |
| STEVEN I SAROWITZ | ||||||
| 2 | 1849 GREEN BAY ROAD SUITE 280 | HIGHLAND PARK | IL | 60035 | $100,000 | Yes (X) |
| STEVEN I SAROWITZ | ||||||
| 3 | 1849 GREEN BAY ROAD SUITE 280 | HIGHLAND PARK | IL | 60035 | $2,000,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | TINY SOULS CONVERTIBLE PROMISSORY NOTE | $250,000 | 2023-10-25 |
| 2 | BAHIA HONEY LOAN RECEIVABLE | $100,000 | 2023-10-25 |
| 3 | BRILLIANT LABS SAFE INVESTMENT | $2,000,000 | 2023-10-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,440 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,440 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BUILDING | PropertyDesc |
| Acquired | 2023-08-09 | AcquiredDt |
| Cost Or Other Basis | $1,380,632 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 39.500000000000 | LifeRt |
| Current Year Expense | $14,564 | CurrentYearExpenseAmt |
| Net Investment Income | $14,564 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 15,000 SHS PAYLOCITY STOCK | StockNm |
| EOY Book Value | $3,282,150 | EOYBookValueAmt |
| EOYFMV | $2,494,050 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TINY SOULS CONVERTIBLE NOTE | FMV | $1,000,000 | $1,000,000 |
| BAHIA HONEY LOAN RECEIVABLE | FMV | $100,000 | $100,000 |
| BRILLIANT LABS SAFE INVESTMENT | FMV | $3,000,000 | $3,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,845 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,845 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $126,997 | $0 | $126,997 |
| OFFICE SUPPLIES | $20,740 | $0 | $20,740 |
| OFFICE EXPENSES | $201,007 | $0 | $201,007 |
| OUTSIDE SERVICES | $17,982 | $0 | $17,982 |
| UTILITIES | $650 | $0 | $650 |
| MARKETING | $144,119 | $0 | $144,119 |
| STIPENDS | $118,422 | $0 | $118,422 |
| SOFTWARE SUBSCRIPTIONS | $14,824 | $0 | $14,824 |
| MEALS | $34,699 | $0 | $34,699 |
| PAYROLL PROCESSING FEES | $5,817 | $0 | $5,817 |
| ADMINISTRATIVE FEES | $60 | $60 | $0 |
| REPAIRS AND MAINTENANCE | $596 | $596 | $0 |
| MANAGEMENT FEES | $1,475 | $1,475 | $0 |
| UTILITIES | $1,558 | $1,558 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE TAX CREDIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25,989 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $576,681 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $576,681 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN I SAROWITZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 GREEN BAY ROAD SUITE 280 | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $233,139 | $0 | $233,139 |
| FEDERAL EXCISE TAXES | $734,000 | $0 | $0 |
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