PRITZKER MILITARY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PRITZKER MILITARY FOUNDATION (EIN 47-2570839)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202333129349102553
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-08T18:29:28-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1171 N CLARK ST SUITE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

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)
PersonSHARI L KOEHLERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3123749435PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHARIPersonFirstNm
Person LastKOEHLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGET T ROCHEPreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,310,480FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$418,754ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,818,943InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,819,166InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm$497DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$84,350CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$8,987OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$44,743OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,228,710TotalRevAndExpnssAmt
Total Net Invst Incm$1,859,270TotalNetInvstIncmAmt
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$274,500OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$274,500OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$113,199PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$92,863PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$45,090AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,132AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$28,343AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$188,221OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$75,332OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$62,560OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$41,350TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$524DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$108OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$108OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$8,510TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$8,510TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,273OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,465OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$18,930OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$691,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$84,929TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$485,814TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,980,359ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,416,953ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,672,134TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$84,929TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,902,767TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,443,424ExcessRevenueOverExpensesAmt
Net Investment Income$1,774,341NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,068,561CashBOYAmt
Cash EOY$4,144,052CashEOYAmt
Cash EOYFMV$4,144,052CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,138,423SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,141,132SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,141,132SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$50,401RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$5,031RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$5,031RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$23,650,592OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$27,120,858OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$23,650,592OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$23,650,592OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$112,108CorporateStockBOYAmt
Corporate Stock EOY$125,749CorporateStockEOYAmt
Corporate Stock EOYFMV$125,749CorporateStockEOYFMVAmt
Other Investments BOY$1,220,354OtherInvestmentsBOYAmt
Other Investments EOY$2,242,044OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,242,044OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,652LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$772LandBldgEquipAccumDeprecAmt
Land BOY$1,241LandBOYAmt
Land EOY$1,880LandEOYAmt
Land EOYFMV$1,880LandEOYFMVAmt
Total Assets BOY$35,711,946TotalAssetsBOYAmt
Total Assets EOY$34,310,480TotalAssetsEOYAmt
Total Assets EOYFMV$34,310,480TotalAssetsEOYFMVAmt
Accounts Payable BOY$9,424AccountsPayableBOYAmt
Accounts Payable EOY$12,039AccountsPayableEOYAmt
Grants Payable BOY$2,588,914GrantsPayableBOYAmt
Grants Payable EOY$2,149,921GrantsPayableEOYAmt
Other Liabilities BOY$15,931OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,614,269TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,161,960TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$33,097,677NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$32,148,520NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$33,097,677TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,148,520TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,711,946TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$34,310,480TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,097,677TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,443,424ExcessRevenueOverExpensesAmt
Other Increases$501,521OtherIncreasesAmt
Subtotal$32,155,774SubtotalAmt
Other Decreases$7,254OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$32,148,520TotNetAstOrFundBalancesEOYAmt

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
Sold2022-12-31SoldDt
Gain Or Loss$84,350GainOrLossAmt
Gains Minus Excess Or Losses$84,350GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$84,350CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,663InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,663SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,663TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$31,461EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$11,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$42,461TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$17,798OverpaymentAmt
Applied To ES Tax$17,798AppliedToESTaxAmt
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 Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PRITZKERMILITARYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSHARI L KOEHLERIndividualWithBooksNm
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$101,253$33,714$0
SUSAN RIFKIN
104 S MICHIGAN AVE NO 1025CHICAGOIL60603EXEC DIR; COO PHILAN12.00$70,352$18,064$0
SANDY EDEN
104 S MICHIGAN AVE NO 1025CHICAGOIL60603DATABASE ADMIN / GRA20.00$30,152$22,090$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$88,137CompensationAmt
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$57,344AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,943,912AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,242,044FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,243,300TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,243,300AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$153,650CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,089,650NetVlNoncharitableAssetsAmt
Minimum Investment Return$504,483MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$504,483MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,663TaxBasedOnInvestmentIncomeAmt
Total Tax$24,663TotalTaxAmt
Distributable Before Adj$479,820DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$479,820DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$479,820DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,902,767ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,902,767QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$479,820DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,924,691ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,807,809ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,737,021ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,460,865ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,106,042ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,036,428TotalExcessDistributionCyovAmt
Qualifying Distributions$3,902,767QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$479,820AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,422,947RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$21,459,375TotalCorpusAmt
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$2,924,691ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,534,684ExcessDistriCyovToNextYrAmt
Excess From Year4$2,807,809ExcessFromYear4Amt
Excess From Year3$4,737,021ExcessFromYear3Amt
Excess From Year2$3,460,865ExcessFromYear2Amt
Excess From Year1$4,106,042ExcessFromYear1Amt
Excess From Current Year$3,422,947ExcessFromCurrentYearAmt

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 (73 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
101ST AIRBORNE DIVISION ASSOCIATION
32 SCREAMING EAGLE BLVDFORT CAMPBELLKY422230929N/ANCGENERAL SUPPORT$2,000
8TH INFANTRY ILLINOIS NATIONAL GUARD ASSOCIATION
PO BOX 438266CHICAGOIL60643N/ANCGENERAL SUPPORT$10,000
ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
944 CLOCKTOWER DR STE BSPRINGFIELDIL62701N/APCGENERAL SUPPORT$5,000
AIR FORCE MUSEUM FOUNDATION
100 SPAATZ STDAYTONOH45433N/APCGENERAL SUPPORT$25,000
AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC
633 3RD AVE 20TH FLOORNEW YORKNY10017N/APCGENERAL SUPPORT$10,000
ARMY HERITAGE CENTER FOUNDATION
950 SOLDIERS DRCARLISLEPA17013N/APCGENERAL SUPPORT$18,000
ARMY WOMEN'S FOUNDATION
PO BOX 5030FORT LEEVA23801N/APCGENERAL SUPPORT$20,000
ARTS IN THE ARMED FORCES INC
220 36TH ST UNIT 21BROOKLYNNY112322405N/APCGENERAL SUPPORT$5,000
ASSOCIATION OF FORMER INTELLIGENCE OFFICERS
7700 LEESBURG PIKE STE 324FALLS CHURCHVA22043N/APCGENERAL SUPPORT$15,000
BUSINESS EXECUTIVES FOR NATIONAL SECURITY (BENS)
1030 15TH ST NW STE 200 EWASHINGTONDC200051503N/APCGENERAL SUPPORT$30,000
CENTER FOR ETHICS AND THE RULE OF LAW (CERL) UNIVERSITY OF PENNSYLVANIA
3501 SANSOM STPHILADELPHIAPA19104N/APCGENERAL SUPPORT$10,000
CHICAGO COUNCIL NAVY LEAGUE OF THE UNITED STATES
403 N COUNTY LINE RDHINSDALEIL60521N/APCGENERAL SUPPORT$15,000
DOG TAG INC
3206 GRACE ST NWWASHINGTONDC200073613N/APCGENERAL SUPPORT$25,000
ELIZABETH DOLE FOUNDATION
600 NEW HAMPSHIRE AVE NW STE 1020WASHINGTONDC200372444N/APCGENERAL SUPPORT$251,923
FORT WILLIAM HENRY HARRISON MUSEUM
PO BOX 125FORT HARRISONMT596360125N/APCGENERAL SUPPORT$1,000
FRIENDS OF THE NATIONAL WWII MEMORIAL
921 PENNSYLVANIA AVE SE UNIT 316WASHINGTONDC200032141N/APCGENERAL SUPPORT$1,945
GEORGE C MARSHALL FOUNDATION
1600 PARADE GROUNDLEXINGTONVA244500000N/APCGENERAL SUPPORT$5,000
GETTYSBURG FOUNDATION
1195 BALTIMORE PIKEGETTYSBURGPA173257034N/APCGENERAL SUPPORT$5,000
HAWAII ARMY MUSEUM SOCIETY
PO BOX 8064HONOLULUHI968300064N/APCGENERAL SUPPORT$5,000
ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER
9603 WOODS DRSKOKIEIL600771095N/APCGENERAL SUPPORT$25,000
INSTITUTE FOR NON-PROFIT NEWS (WAR HORSE)
PO BOX 399RICHARDSNC28574N/APCGENERAL SUPPORT$10,000
INTERNATIONAL SPY MUSEUM
PO BOX 23137WASHINGTONDC200242135N/APCGENERAL SUPPORT$75,000
JEWISH COMMUNITY CENTERS OF CHICAGO
300 REVERE DRNORTHBROOKIL600621589N/APCGENERAL SUPPORT$50,000
KIDS RANK
1957 SHERIDAN RDHIGHLAND PARKIL600352540N/APCGENERAL SUPPORT$30,000
LAKE COUNTY VETERAN AND FAMILY SERVICES
100 S ATKINSON RDGRAYSLAKEIL600307817N/APCGENERAL SUPPORT$12,500
LAWFARE INSTITUTE
4401 BRANDYWINE ST NWWASHINGTONDC200164419N/APCGENERAL SUPPORT$100,000
LINCOLN ACADEMY OF ILLINOIS
ONE OLD STATE CAPITAL PLAZASPRINGFIELDIL62701N/APCGENERAL SUPPORT$5,000
LOYOLA UNIVERSITY CHICAGO AROTC
820 N MICHIGAN AVECHICAGOIL606112147N/APCGENERAL SUPPORT$7,500
MARINE CORPS HERITAGE FOUNDATION
18900 JEFFERSON DAVIS HWYTRIANGLEVA221721938N/APCGENERAL SUPPORT$2,000
MARINE CORPS UNIVERSITY FOUNDATION INC
PO BOX 122QUANTICOVA221340122N/APCGENERAL SUPPORT$25,000
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$100,000
NATIONAL HISTORY DAY
4511 KNOX RD STE 205COLLEGE PARKMD207403311N/APCGENERAL SUPPORT$50,000
NATIONAL INFANTRY MUSEUM FOUNDATION
1775 LEGACY WAY STE 220COLUMBUSGA319033675N/APCGENERAL SUPPORT$25,000
NATIONAL VETERANS MEMORIAL AND MUSEUM
300 W BR0AD STCOLUMBUSOH432152761N/APCGENERAL SUPPORT$1,800
NATIONAL WWI MUSEUM AND MEMORIAL
2 MEMORIAL DRKANSAS CITYMO641084603N/APCGENERAL SUPPORT$5,000
NAVAL WAR COLLEGE FOUNDATION
686 CUSHING RDNEWPORTRI028411213N/APCGENERAL SUPPORT$210,000
NAVY SEAL FOUNDATION
1619 D STVIRGINIA BEACHVA23459N/APCGENERAL SUPPORT$25,000
NORWICH UNIVERSITY
158 HARMON DRNORTHFIELDVT056631000N/APCGENERAL SUPPORT$265,000
ODIN'S WARRIOR TRIBE
713 MARSHALL RD SWVIENNAVA221806467N/APCGENERAL SUPPORT$22,000
OSS SOCIETY INC
7600 LEESBURG PIKE STE 470 EASTFALLS CHURCHVA22043N/APCGENERAL SUPPORT$10,000
OUR MILITARY KIDS
6861 ELM ST STE 2AMCLEANVA22101N/APCGENERAL SUPPORT$10,000
PARK UNIVERSITY
8700 NW RIVER PARK DRPARKVILLEMO641524358N/APCGENERAL SUPPORT$24,000
PENFED FOUNDATION
7940 JONES BRANCH DR 11TH FLMCLEANVA22102N/APCGENERAL SUPPORT$65,000
PRITZKER MILITARY MUSEUM & LIBRARY
104 S MICHIGAN AVE NO 1025CHICAGOIL60603N/APOFGENERAL SUPPORT$2,400
RAND CORPORATION
1776 MAIN STSANTA MONICACA904013208N/APCGENERAL SUPPORT$25,000
ROUTE 66 THE ROAD AHEAD INITIATIVE NFP
114 SW ARCH STATLANTAIL617237521N/APCGENERAL SUPPORT$5,000
SERVICE WOMEN'S ACTION NETWORK
1015 15TH ST NW STE 600WASHINGTONDC200052605N/APCGENERAL SUPPORT$18,000
SILVER HILL HOSPITAL INC
208 VALLEY RDNEW CANAANCT068403812N/APCGENERAL SUPPORT$40,000
SOMERS VILLAGE & TOWN FBO VILLAGE OF SOMERS PARADE COMMITTEE
PO BOX 197SOMERSWI53171N/AGOVGENERAL SUPPORT$1,500
SOS AMERICA FOUNDATION
1979 HARLEM BLVDROCKFORDIL61103N/ANCGENERAL SUPPORT$10,000
ST IGNATIUS COLLEGE PREP
1076 W ROOSEVELT RDCHICAGOIL60608N/APCGENERAL SUPPORT$10,000
STANDUPLD
16415 ADDISON RD STE 550ADDISONTX750013234N/APCGENERAL SUPPORT$90,325
SULTANA HISTORICAL PRESERVATION SOCIETY INC
13 MILITARY RDMARIONAR723641849N/APCGENERAL SUPPORT$5,000
THE MISSION CONTINUES
1141 S SEVENTH STSAINT LOUISMO63104N/APCGENERAL SUPPORT$15,000
THE NATIONAL COAST GUARD MUSEUM ASSOCIATION INC
78 HOWARD ST STE ANEW LONDONCT063204963N/APCGENERAL SUPPORT$200,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STNEW ORLEANSLA701303813N/APCGENERAL SUPPORT$705,000
THE NEWBERRY LIBRARY
60 W WALTON STCHICAGOIL606103305N/APCGENERAL SUPPORT$10,000
THE WENDE MUSEUM OF THE COLD WAR
10808 CULVER BLVDCULVER CITYCA902303738N/APCGENERAL SUPPORT$45,000
TIDES CENTER FBO NATIONAL VETERANS NETWORK
PO BOX 29907TORRANCECA941290907N/APCGENERAL SUPPORT$15,000
TRUMAN LIBRARY INSTITUTE
500 W US HWY 24INDEPENDENCEMO64050N/APCGENERAL SUPPORT$2,000
US NAVAL INSTITUTE FOUNDATION
291 WOOD RDANNAPOLISMD214025034N/ASO IGENERAL SUPPORT$202,500
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVECHICAGOIL60637N/APCGENERAL SUPPORT$85,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 W GREEN ST MC-386URBANAIL61801N/APCGENERAL SUPPORT$9,885
USS HYMAN G RICKOVER COMMISSIONING COMMITTEE
65 W JACKSON BLVDCHICAGOIL60604N/APCGENERAL SUPPORT$25,000
VET VOICE FOUNDATION
PO BOX 10031PORTLANDPA97296N/APCGENERAL SUPPORT$5,000
VETERANS BREAKFAST CLUB
200 MAGNOLIA PLPITTSBURGHPA152281324N/APCGENERAL SUPPORT$25,000
WEST POINT ASSOCIATION OF GRADUATES
698 MILLS RDWEST POINTNY109961611N/APCGENERAL SUPPORT$5,000
WNET
825 EIGHTH AVE 14TH FLNEW YORKNY100197435N/APCGENERAL SUPPORT$50,000
WOMEN IN INTERNATIONAL SECURITY
1250 CONNECTICUT AVE NW 700WASHINGTONDC20036N/APCGENERAL SUPPORT$12,500
WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION INC
200 N GLEBE RD STE 400ARLINGTONVA222033755N/APCGENERAL SUPPORT$28,000
WOODY WILLIAMS FOUNDATION
12123 SHELBYVILLE RD STE 100LOUISVILLEKY402431079N/APCGENERAL SUPPORT$82,575
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,419,353TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
8TH INFANTRY ILLINOIS NATIONAL GUARD ASSOCIATION
PO BOX 438266CHICAGOIL60643N/ANCGENERAL SUPPORT$15,000
AIR FORCE MUSEUM FOUNDATION
100 SPAATZ STDAYTONOH45433N/APCGENERAL SUPPORT$25,000
FISHER HOUSE FOUNDATION
12300 TWINBROOK PKWYROCKVILLEMD208521606N/APCGENERAL SUPPORT$100,000
INSTITUTE FOR NON-PROFIT NEWS (WAR HORSE)
PO BOX 399RICHARDSNC28574N/APCGENERAL SUPPORT$20,000
INTERNATIONAL SPY MUSEUM
PO BOX 23137WASHINGTONDC200242135N/APCGENERAL SUPPORT$75,000
JEWISH COMMUNITY CENTERS OF CHICAGO
300 REVERE DRNORTHBROOKIL600621589N/APCGENERAL SUPPORT$50,000
KIDS RANK
1957 SHERIDAN RDHIGHLAND PARKIL600352540N/APCGENERAL SUPPORT$75,000
LAKE COUNTY VETERAN AND FAMILY SERVICES
100 S ATKINSON RDGRAYSLAKEIL600307817N/APCGENERAL SUPPORT$12,500
MASSACHUSETTS GENERAL HOSPITAL
399 REVOLUTION DR STE 645SOMERVILLEMA021451465N/APCGENERAL SUPPORT$50,000
NATIONAL ABLE NETWORK INC
567 W LAKE ST STE 1150CHICAGOIL606611405N/APCGENERAL SUPPORT$100,000
NORWICH UNIVERSITY
158 HARMON DRNORTHFIELDVT056631000N/APCGENERAL SUPPORT$60,000
ODIN'S WARRIOR TRIBE
713 MARSHALL RD SWVIENNAVA221806467N/APCGENERAL SUPPORT$31,000
RAND CORPORATION
1776 MAIN STSANTA MONICACA904013208N/APCGENERAL SUPPORT$25,000
SILVER HILL HOSPITAL INC
208 VALLEY RDNEW CANAANCT068403812N/APCGENERAL SUPPORT$60,000
THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
1101 14TH ST NW STE 1030WASHINGTONDC200055635N/APCGENERAL SUPPORT$75,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STNEW ORLEANSLA701303813N/APCGENERAL SUPPORT$200,000
THE WENDE MUSEUM OF THE COLD WAR
10808 CULVER BLVDCULVER CITYCA902303738N/APCGENERAL SUPPORT$205,000
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVECHICAGOIL60637N/APCGENERAL SUPPORT$225,000
WOMEN IN INTERNATIONAL SECURITY
1250 CONNECTICUT AVE NW 700WASHINGTONDC20036N/APCGENERAL SUPPORT$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,416,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,818,943ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$581UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion-$581ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescLP INCOME/(LOSS)Desc
Business901101BusinessCd
Unrelated Business Taxbl Incm-$801UnrelatedBusinessTaxblIncmAmt
Exclusion01ExclusionCd
Exclusion-$8,186ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$220UnrelatedBusinessTaxblIncmAmt
Exclusion$1,810,176ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,809,956TotalIncomeProducingActyAmt

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$11,870Yes (X)
COLONEL (IL) JAMES N PRITZKER CHARITABLE DISTRIBUTION FUND
2104 S MICHIGAN AVE NO 1025CHICAGOIL60603$406,884Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySALARIES/BENEFITS & OFFICE EXPENSESNoncashPropertyDesc
Fair Market Value$406,884FairMarketValueAmt
Received2022-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$45,090Amt
Net Investment Income$8,132NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$28,343DisbursementsCharitablePrpsAmt

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 (5 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 1025CHICAGOIL606032022-12-31$2,400MATCHING GRANT FOR OPERATING EXPENSES.$2,400N/A12/31/22
1638 FUND CHARITABLE TRUST
4 LINCOLN ROADBROOKLINEMA024452020-11-05$100,0001638 FUND CHARITABLE TRUST IS A NON-OPERATING FOUNDATION. THE FILING ORGANIZATION MADE A GRANT OF $100,000, THE PURPOSE OF WHICH WAS TO CREATE AN ENDOWMENT. THE PRINCIPLE IS NOT TO BE SPENT, AND ANY INCOME DERIVED FROM THE ENDOWMENT IS TO BE USED FOR THE PRESERVATION OF THE GRANTEE'S ARCHIVES, MUSEUM, AND LIBRARY. ON SEPTEMBER 20, 2023, THE FILING ORGANIZATION RECEIVED ALL FINANCIAL DOCUMENTATION REQUIRED TO DETERMINE THAT THE PRINCIPLE AND INCOME HAS BEEN USED FOR ITS STATED PURPOSE. THE FILING ORGANIZATION WILL CONTINUE TO REQUEST FINANCIAL REPORTS AND A STEWARDSHIP REPORT FOR THE NEXT THREE FISCAL YEARS.$0N/A09/20/23
101ST AIRBORNE DIVISION ASSOCIATION
32 SCREAMING EAGLE BLVDFORT CAMPBELLKY4222309292022-06-27$2,000ANNUAL SUPPORT FOR OPERATING EXPENSES.$2,000N/A10/13/23
8TH INFANTRY ILLINOIS NATIONAL GUARD ASSOCIATION
PO BOX 438266CHICAGOIL606432022-04-21$10,000ENDOWMENT FOR SCHOLARSHIPS, FINANCIAL ASSISTANCE AND EDUCATIONAL PROGRAMMING FOR VETERAN MILITARY MEMBERS, THEIR FAMILIES, AND THE COMMUNITY.$10,000N/A03/31/23
SOS AMERICA FOUNDATION
1979 HARLEM BLVDROCKFORDIL611032022-04-21$10,000TO PROVIDE SUPPORT FOR THE MEMORIAL DAY COMMEMORATION EVENT HELD EACH YEAR AT THE GENERAL LOGAN STATUE IN CHICAGO.$0N/A10/13/23

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 $2,400 WAS REMITTED DURING 2022 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$125,749EOYBookValueAmt
EOYFMV$125,749EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN LPCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,242,044BookValueAmt
EOYFMV$2,242,044EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescIN-KIND OFFICE RENTDesc
Amt$7,254Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$10,089$1,465$0$8,625
INSURANCE$5,532$0$0$5,532
BOOKS & PUBLICATIONS$1,878$0$0$1,878
FURNITURE & EQUIPMENT$768$0$0$768
OFFICE SUPPLIES$750$0$0$750
OTHER EXPENSES$638$0$0$763
STORAGE$517$0$0$517
SHIPPING/POSTAGE$75$0$0$85
LICENSES & PERMITS$26$0$0$12

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLP INCOME/(LOSS)Desc
Revenue And Expenses Per Books-$8,987RevenueAndExpensesPerBooksAmt
Net Investment Income-$44,743NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN/(LOSS)$494,267
IN-KIND OFFICE RENT$7,254

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO REL. PARTYDesc
BOY Book Value$15,931BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

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 (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TEI PROFESSIONAL SERVICES$95,564$23,891$0$88,137
INVESTMENT MGMT FEES - LPS$92,657$51,441$0$0
TPM MANAGEMENT FEES$0$0$0-$25,577

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$34,756$0$0$0
FEDERAL UBI TAXES$6,000$0$0$0
STATE UBI TAXES$594$0$0$0

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