BETA

PWB FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PWB FOUNDATION (EIN 83-2597810)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202333189349106003
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)
Return2023-11-14T18:51:49-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH SIXTH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832597810EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PWB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPWBFBusinessNameControlTxt
Phone4155494970PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 LETTERMAN DRIVE SUITE C4-420AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES SCHWABAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4155494970PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastSCHWABAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH REDDENPreparerPersonNm
PTINP00898534PTIN
Phone6123974000PhoneNum

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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$283,281,039FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,870,902DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,870,902DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,875,731NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,213,745GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,875,731CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$752,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,498,633TotalRevAndExpnssAmt
Total Net Invst Incm$7,746,633TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,863AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$21,887AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$477,125OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$102,125OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$300,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$106,168TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$606OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$681OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$609,649TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$105,988TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$322,568TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,709,649TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$105,988TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,422,568TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,211,016ExcessRevenueOverExpensesAmt
Net Investment Income$7,640,645NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,208,550CashBOYAmt
Cash EOY$14,522,758CashEOYAmt
Cash EOYFMV$14,522,758CashEOYFMVAmt
Acct Rcvbl$57,901AcctRcvblAmt
Acct Rcvbl BOY$103AcctRcvblBOYAmt
Acct Rcvbl EOY$57,901AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$57,901AcctRcvblEOYFMVAmt
Corporate Stock BOY$336,096,263CorporateStockBOYAmt
Corporate Stock EOY$268,700,380CorporateStockEOYAmt
Corporate Stock EOYFMV$268,700,380CorporateStockEOYFMVAmt
Total Assets BOY$347,304,916TotalAssetsBOYAmt
Total Assets EOY$283,281,039TotalAssetsEOYAmt
Total Assets EOYFMV$283,281,039TotalAssetsEOYFMVAmt
Accounts Payable BOY$300,075AccountsPayableBOYAmt
Accounts Payable EOY$375,000AccountsPayableEOYAmt
Other Liabilities BOY$1,523,034OtherLiabilitiesBOYAmt
Other Liabilities EOY$706,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,823,109TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,081,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$345,481,807NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$282,200,039NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$345,481,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$282,200,039TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$347,304,916TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$283,281,039TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$345,481,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,211,016ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$336,270,791SubtotalAmt
Other Decreases$54,070,752OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$282,200,039TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PIONEER MULTI ASSET ULTRA SHRTP2022-02-24$295,007$296,867-$1,860-$1,860
PIONEER MULTI ASSET ULTRA SHRTP2022-02-24$20,562,381$21,041,147-$478,766-$478,766
CAPITAL GAIN DISTRIBUTIONP$3,356,357$3,356,357$3,356,357
FieldValueIRS element (for citing)
Capital Gain Net Income$2,875,731CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$106,205InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$106,205SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$106,205TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$94,966EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$114,966TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,761OverpaymentAmt
Applied To ES Tax$8,761AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksTAO CAPITAL PARTNERS LLCIndividualWithBooksNm
Phone4155494970PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 LETTERMAN DRIVE SUITE C4-420AddressLine1Txt
CitySFCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94129ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ISAAC E PRITZKER
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129DIRECTOR AND CEO1.00$0$0$0
JOSEPH B PRITZKER
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129DIRECTOR AND CHAIRMAN1.00$0$0$0
JACOB N PRITZKER
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129DIRECTOR AND PRESIDENT1.00$0$0$0
JAMES SCHWABA
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129TREASURER1.00$0$0$0
LORI D MILLS
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129VICE PRESIDENT1.00$0$0$0
AMY FREIDINGER
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TAO RISING LLC
1 LETTERMAN DRIVE SUITE C4 420SAN FRANCISCOCA94129FINANCIAL SERVICES$300,000
ASSET CONSULTINGS GROUP
231 S BEMISTON AVENUEST LOUISMO63105INVESTMENT ADVISING$100,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$281,143,608AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,187,292AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$57,901FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$295,388,801TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$295,388,801AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,430,832CashDeemedCharitableAmt
Net Vl Noncharitable Assets$290,957,969NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,547,898MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,547,898MinimumInvestmentReturnAmt
Tax Based On Investment Income$106,205TaxBasedOnInvestmentIncomeAmt
Total Tax$106,205TotalTaxAmt
Distributable Before Adj$14,441,693DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,441,693DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,441,693DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,422,568ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,422,568QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,441,693DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$180,275ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$180,275TotalExcessDistributionCyovAmt
Qualifying Distributions$17,422,568QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,441,693AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,980,875RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,161,150TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,161,150ExcessDistriCyovToNextYrAmt
Excess From Year2$180,275ExcessFromYear2Amt
Excess From Current Year$2,980,875ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerISAAC E PRITZKERContributingManagerNm
Contributing ManagerJOSEPH B PRITZKERContributingManagerNm
Contributing ManagerJACOB N PRITZKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VANGUARD CHARITABLE FUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9509AddressLine1Txt
CityWARWICKCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028899509ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLE ACTIVITIESGrantOrContributionPurposeTxt
Amt$17,100,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,100,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,870,902ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,875,731ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescDEFERRED TAXDesc
Exclusion01ExclusionCd
Exclusion$752,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,498,633ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,498,633TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$25,750Amt
Net Investment Income$3,863NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,887DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VI-B LINE 1(A) (3)FormAndLineReferenceDesc
Medium ExplanationLINE 1A (3) OF PART VI-B IS ANSWERED YES. TAO CAPITAL PARTNERS LLC,AN ENTITY OWNED BY ISAAC E. PRITZKER, JOSEPH B. PRITZKER, JACOB N.PRITZKER AND THEIR FAMILY, PROVIDED ACCOUNTING AND TAX SERVICES TO THEPWB FOUNDATION WITHOUT CHARGE.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PIMCO SHORT ASSET INV FUND$57,499,416$57,499,416
VANGUARD 500 INDEX FUND$211,200,964$211,200,964

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$54,070,752Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES AND PERMITS$400$0$400
REPRESENTATION FEES$156$0$156
ANNUAL REPORT$50$0$125

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescDEFERRED TAXDesc
Revenue And Expenses Per Books$752,000RevenueAndExpensesPerBooksAmt
Adjusted Net Income$752,000AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAXESDesc
BOY Book Value$1,523,034BOYBookValueAmt
EOY Book Value$706,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$100,000$100,000$0
PORTFOLIO EXPENSE$2,125$2,125$0
OTHER PROFESSIONAL FEES$375,000$0$300,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL/STATE TAXESCategoryTxt
Amt$106,168Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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