WALTER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WALTER FAMILY FOUNDATION (EIN 46-1384089)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349109709
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T19:31:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461384089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 3122446980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST MONROE STREET 5000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FEDORIS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3122446980 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | FEDORIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,190,664 | 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 | $16,000,000 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $3,832,941 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,000,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,832,941 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,832,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,832,941 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,122,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,122,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,123,642 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,122,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,709,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,832,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $162,463 | CashBOYAmt |
| Cash EOY | $980,564 | CashEOYAmt |
| Cash EOYFMV | $980,564 | CashEOYFMVAmt |
| Acct Rcvbl | $210,100 | AcctRcvblAmt |
| Acct Rcvbl BOY | $210,100 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $210,100 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $210,100 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $372,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,190,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,190,664 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $46,924,560 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $35,033,362 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $46,924,560 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,033,362 | 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 | -$46,551,997 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$33,842,698 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$46,551,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$33,842,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $372,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,190,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$46,551,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,709,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$33,842,698 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$33,842,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 662 BELLEVUE | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2022-05-01 | AcquiredDt |
| Sold | 2022-05-22 | SoldDt |
| Gross Sales Price | $20,000,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,167,059 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,832,941 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,832,941 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,832,941 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,278 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,278 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2,470 | EsPenaltyAmt |
| Overpayment | $14,252 | OverpaymentAmt |
| Applied To ES Tax | $14,252 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WALTERFAMILYFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN MONROE ADMIN SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129774330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W MONROE ST SUITE 5000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARK WALTER | ||||||||
| 227 W MONROE ST STE 5000 | CHICAGO | IL | 60606 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KIMBRA WALTER | ||||||||
| 227 W MONROE ST STE 5000 | CHICAGO | IL | 60606 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW SENNETT | ||||||||
| 227 W MONROE ST STE 5000 | CHICAGO | IL | 60606 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROBERT FEDORIS | ||||||||
| 227 W MONROE ST STE 5000 | CHICAGO | IL | 60606 | SECRETARY | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,514,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,514,681 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,514,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,476,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,278 | TotalTaxAmt |
| Distributable Before Adj | $70,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,570 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,122,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,122,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,642,637 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,391,726 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,201,037 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,605,443 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,831,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,672,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,122,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,052,030 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,724,429 | 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 | $6,642,637 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,081,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,391,726 | ExcessFromYear4Amt |
| Excess From Year3 | $8,201,037 | ExcessFromYear3Amt |
| Excess From Year2 | $6,605,443 | ExcessFromYear2Amt |
| Excess From Year1 | $2,831,556 | ExcessFromYear1Amt |
| Excess From Current Year | $7,052,030 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARMIN HOMANN FOUNDATION | |||||||
| PO BOX 480514 | NILES | IL | 60714 | N/A | PC | GENERAL SUPPORT | $200 |
| BEYOND HUNGER | |||||||
| 848 LAKE STREET | OAK PARK | IL | 60301 | N/A | PC | TO HARNESS THE POWER OF COMMUNITY TO END LOCAL HUNGER | $25,000 |
| CHICAGO BLACKHAWKS FOUNDATION | |||||||
| 1901 W MADISON STREET | CHICAGO | IL | 60612 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CHICAGO INTERNATIONAL FILM FESTIVAL INC CINEMA-CHICAGO | |||||||
| 212 W VAN BUREN STREET SUITE 400 | CHICAGO | IL | 60607 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHICAGO PUBLIC MEDIA INC | |||||||
| 848 E GRAND AVENUE | CHICAGO | IL | 60611 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CHICAGO THEATRE GROUP INC | |||||||
| 170 NORTH DEARBORN | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $150,000 |
| CITY YEAR CHICAGO | |||||||
| 36 SOUTH WABASH SUITE 1300 | CHICAGO | IL | 60603 | N/A | PC | TO BUILD DEMOCRACY THROUGH CITIZEN SERVICE, CIVIC LEADERSHIP AND SOCIAL ENTREPRENEURSHIP. | $25,000 |
| ERICSON INSTITUTE | |||||||
| 451 N LASALLE STREET | CHICAGO | IL | 60654 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FIELD MUSEUM OF NATURAL HISTORY | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | N/A | PC | GENERAL SUPPORT | $1,550,000 |
| FOCUSING PHILANTHROPY INC | |||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | N/A | PC | TO TARGET SERIOUS HUMAN CHALLENGES THAT INDIVIDUAL DONORS CAN SUCCESSFULLY ADDRESS; CHOOSE TACTICS THAT ARE DEMONSTRABLY EFFECTIVE; IDENTIFY CONFIDENCE INSPIRING IMPLEMENTING PARTNERS; CONDUCT ONGOING MONITORING; AND ASSURE SUBSTANTIVE REPORTING | $250,000 |
| JACKIE JOYNER KERSEE FOUNDATION | |||||||
| 101 JACKIE JOYNER KERSEE CIRCLE | E SAINT LOUIS | IL | 62204 | N/A | PC | GENERAL SUPPORT | $49,400 |
| JESUIT REFUGEE SERVICE USA | |||||||
| 1627 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $5,000 |
| JONATHAN PLUTZIK AND LESLEY GOLDWASSER FAMILY FOUNDATION INC | |||||||
| 1440 OCEAN DRIVE | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL SUPPORT | $10,000 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | N/A | PC | FOR THE PRESERVATION OF THE ZOO AND ANIMALS | $1,450,000 |
| LOOKINGGLASS THEATRE COMPANY | |||||||
| 875 N MICHIGAN AVENUE SUITE 1330 | CHICAGO | IL | 60611 | N/A | PC | TO PRESENT LIVE THEATRICAL PRODUCTIONS, EDUCATION, TEACHING, COMMUNITY AND OUTREASH PROGRAMS | $25,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE SUITE 860 | CHICAGO | IL | 60606 | N/A | PC | TO EXPRESS AND PROMOTE THE LIFE-CHANGING, TRANSFORMATIONAL, REVELATORY POWER OF GREAT OPERA | $50,000 |
| MISSION OF OUR LADY OF MERCY INC | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ONE ACRE FUND | |||||||
| 1954 FIRST STREET 183 | HIGHLAND PARK | IL | 60035 | N/A | PC | GENERAL SUPPORT | $25,000 |
| ONEGOAL | |||||||
| 215 W SUPERIOR STREET SUITE 700 | CHICAGO | IL | 60654 | N/A | PC | TO PROVIDE URBAN STUDENTS WITH THE RESOURCES, SUPPORT AND NETWORK TO ENROLL IN AND GRADUATE FROM FOUR-YEAR COLLEGES | $3,365,000 |
| ST TERESA PARISH | |||||||
| 1950 N KENMORE AVENUE | CHICAGO | IL | 60614 | N/A | PC | FOR RELIGIOUS EDUCATION PROGRAMS | $36,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 210 N AVENUE 21 | LOS ANGELES | CA | 90031 | N/A | PC | GENERAL SUPPORT | $1,000 |
| THE CHRIS TUCKER FOUNDATION | |||||||
| 1740 HUDSON BRIDGE ROAD | STOCKBRIDGE | GA | 30281 | N/A | PC | GENERAL SUPPORT | $10,000 |
| TOUGH ENOUGH TO WEAR PINK | |||||||
| PO BOX 909 | HUGHSON | CA | 95326 | N/A | FOR THE PREVENTION, DIAGNOSIS AND TREATMENT OF BREAST CANCER | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,122,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,832,941 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,832,941 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,832,941 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARK WALTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W MONROE ST STE 5000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,000,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | LLC INTEREST IN 662 BELLEVUE HOLDINGS LLC | NoncashPropertyDesc |
| Fair Market Value | $16,000,000 | FairMarketValueAmt |
| Received | 2022-04-11 | ReceivedDt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp (37 entries)
| TitleTitleTxt | Loan OriginalLoanOriginalAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Balance DueBalanceDueAmt |
|---|---|---|---|---|---|---|---|
| MARK R WALTER | |||||||
| DIRECTOR | $800,000 | 2014-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | |
| MARK R WALTER | |||||||
| DIRECTOR | $1,000,000 | 2015-05 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | |
| MARK R WALTER | |||||||
| DIRECTOR | $1,000,000 | 2015-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | |
| MARK R WALTER | |||||||
| DIRECTOR | $2,000,000 | 2015-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | |
| MARK R WALTER | |||||||
| DIRECTOR | $1,325,000 | 2015-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | |
| MARK R WALTER | |||||||
| DIRECTOR | $1,000,000 | 2016-01 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | |
| MARK R WALTER | |||||||
| DIRECTOR | $1,650,000 | 2016-03 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | |
| MARK R WALTER | |||||||
| DIRECTOR | $1,050,000 | 2016-04 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | |
| MARK R WALTER | |||||||
| DIRECTOR | $1,700,000 | 2016-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | |
| MARK R WALTER | |||||||
| DIRECTOR | $280,000 | 2016-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $214,132 |
| MARK R WALTER | |||||||
| DIRECTOR | $300,000 | 2016-09 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $300,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $5,100,000 | 2016-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $5,100,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $3,100,000 | 2017-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $3,100,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $950,000 | 2017-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $950,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $100,000 | 2017-11 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $100,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $1,450,000 | 2017-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $1,450,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $100,000 | 2018-04 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $100,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $150,000 | 2018-05 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $150,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $960,000 | 2018-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $960,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $775,000 | 2018-07 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $775,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $900,000 | 2018-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $900,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $1,060,000 | 2018-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $1,060,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $1,240,500 | 2018-09 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $1,240,500 |
| MARK R WALTER | |||||||
| DIRECTOR | $100,000 | 2018-11 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $100,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $1,175,000 | 2018-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $1,175,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $250,000 | 2019-05 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $250,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $843,000 | 2019-07 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $843,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $2,000,000 | 2019-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $2,000,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $850,000 | 2019-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $850,000 |
| DLHPII GOOD WORKS LLC | |||||||
| $4,000,000 | 2019-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $4,000,000 | |
| DLHPII GOOD WORKS LLC | |||||||
| $500,000 | 2019-07 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $500,000 | |
| MARK R WALTER | |||||||
| DIRECTOR | $3,100,000 | 2020-05 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $3,100,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $1,366,060 | 2020-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $1,366,060 |
| MARK R WALTER | |||||||
| DIRECTOR | $700,000 | 2020-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $700,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $250,000 | 2020-09 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $250,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $1,250,000 | 2020-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $1,250,000 |
| MARK R WALTER | |||||||
| DIRECTOR | $2,249,670 | 2021-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES | $2,249,670 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATIONS & FEES | Desc |
| Revenue And Expenses Per Books | $1,042 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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