PRITZKER MILITARY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PRITZKER MILITARY FOUNDATION (EIN 47-2570839)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202143149349102699
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T19:16:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472570839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRITZKER MILITARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIT | BusinessNameControlTxt |
| Phone | 3123749435 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S MICHIGAN AVE NO 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARI KOEHLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3123749435 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARI | PersonFirstNm |
| Person Last | KOEHLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGET T ROCHE | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,887,476 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,672,194 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,969,139 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,974,808 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,277 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $39,835 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,277 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,646,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,001,366 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $254,183 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $251,989 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $103,120 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $97,708 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,246 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,246 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,177 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,286 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,858 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $149,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,174 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $204 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $204 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,941 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,078 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,078 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,053 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,053 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $378 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $378 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,969 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $651,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $477,657 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,097,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,412,690 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,748,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,890,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,897,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,961,017 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,390,740 | CashBOYAmt |
| Cash EOY | $5,691,718 | CashEOYAmt |
| Cash EOYFMV | $5,691,718 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,809,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,791,693 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,791,693 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $32,023 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $28,767,247 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $27,780,634 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $28,767,247 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $28,767,247 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,185 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $218,182 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $636,818 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $636,818 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,231,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,887,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,887,476 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $39,162 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,012 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,786,017 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,258,892 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $44,856 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,825,179 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,306,760 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,406,752 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,580,716 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,406,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,580,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,231,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,887,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,406,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,897,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $304,432 | OtherIncreasesAmt |
| Subtotal | $35,609,108 | SubtotalAmt |
| Other Decreases | $28,392 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,580,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT IN LIMITED PARTNERSHIPS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2020-12-31 | SoldDt |
| Gain Or Loss | $39,835 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,835 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,835 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,042 | OverpaymentAmt |
| Applied To ES Tax | $15,042 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PRITZKERMILITARYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SHARI L KOEHLER | IndividualWithBooksNm |
| Phone | 3123749455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S MICHIGAN AVE SUITE 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| COLONEL IL JENNIFER N PRITZKER | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| MARY F PARTHE | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | SECRETARY | 0.25 | $0 | $0 | $0 |
| SHARI KOEHLER | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | TREASURER (AS OF 5/2020) | 0.25 | $0 | $0 | $0 |
| LEWIS M COLLENS | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CHARLES E DOBRUSIN ESQ | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| COL DAVID R PELIZZON USA RETIRED | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAREEMA CRUZ | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | PROGRAM MANAGER | 40.00 | $83,649 | $28,971 | $0 |
| SUSAN RIFKIN | ||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | EXEC DIR; COO PHILAN | 18.00 | $88,305 | $15,060 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAWANI ENTERPRISES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S MICHIGAN AVE STE 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEE | ServiceTypeTxt |
| Compensation | $66,899 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,708,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $636,818 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,345,303 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,345,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,205,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $460,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $460,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,258 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,516 | IncomeTaxAmt |
| Total Tax | $30,774 | TotalTaxAmt |
| Distributable Before Adj | $429,482 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $429,482 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $429,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,890,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,890,347 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,890,347 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $429,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,924,691 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,807,809 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,737,021 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,469,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,890,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $429,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,460,865 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,930,386 | 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 | $13,930,386 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,924,691 | ExcessFromYear3Amt |
| Excess From Year2 | $2,807,809 | ExcessFromYear2Amt |
| Excess From Year1 | $4,737,021 | ExcessFromYear1Amt |
| Excess From Current Year | $3,460,865 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | COLONEL IL JENNIFER N PRITZKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIR FORCE MUSEUM FOUNDATION | ||||||||
| PO BOX 1903 100 SPAATZ ST | WRIGHT PATTERSON AIR F | OH | 454331903 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $55,000 | |
| AMERICAN CIVIL WAR MUSEUM | ||||||||
| 490 TREDEGAR ST | RICHMOND | VA | 23219 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $50,000 | |
| ARMY HERITAGE CENTER FOUNDATION | ||||||||
| PO BOX 839 | CARLISLE | PA | 17013 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $11,525 | |
| ARMY HISTORICAL FOUNDATION | ||||||||
| 1775 LIBERTY DR STE 400 | FORT BELVOIR | VA | 22060 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $700,000 | |
| ARMY WOMEN'S FOUNDATION | ||||||||
| PO BOX 5030 | FORT LEE | VA | 23801 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY (BENS) | ||||||||
| 1030 15TH ST NW STE 200 E | WASHINGTON | DC | 20005 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $50,000 | |
| CAMPBELL UNIVERSITY AROTC | ||||||||
| PO BOX 116 | BUIES CREEK | NC | 27506 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| CHICAGO COUNCIL NAVY LEAGUE OF THE UNITED STATES | ||||||||
| 403 N COUNTY LINE RD | HINSDALE | IL | 60521 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| CHICAGO PUBLIC SCHOOLS AREA 26 MILITARY SCHOOLS & JROTC | ||||||||
| 145 S CAMPBELL LOWER LEVEL | CHICAGO | IL | 60612 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $151,500 | |
| COAST GUARD FOUNDATION | ||||||||
| 398 TUAGWONK RD | STONINGTON | CT | 06378 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | |
| EASTERN ILLINOIS UNIVERSITY | ||||||||
| COLEMAN HALL RM 1757 600 LINCOLN | CHARLESTON | IL | 61920 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $6,000 | AVE |
| ELIZABETH DOLE FOUNDATION | ||||||||
| 600 NEW HAMPSHIRE AVE NW STE 1020 | WASHINGTON | DC | 20037 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $300,000 | |
| FIRE BATTALION CADET ASSOCIATION | ||||||||
| 728 ROOSEVELT RD MC 252 | CHICAGO | IL | 60607 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $36,865 | |
| GEORGE C MARSHALL FOUNDATION | ||||||||
| PO BOX 1600 | LEXINGTON | VA | 24450 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| GEORGE WASHINGTON'S MOUNT VERNON | ||||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | ||||||||
| 49 WEST 45TH STREET 2ND FLOOR | NEW YORK | NY | 10036 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| HERSHEL WOODY WILLIAMS MEDAL OF HONOR FOUNDATION | ||||||||
| 12123 SHELBYVILLE RD STE 100 | LOUISVILLE | KY | 40243 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $100,000 | |
| ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER | ||||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $37,000 | |
| ILLINOIS INSTITUTE OF TECHNOLOGY NROTC | ||||||||
| 10 W 35TH ST STE 1500 | CHICAGO | IL | 60616 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $4,500 | |
| ILLINOIS JOINING FORCES | ||||||||
| 1 W MONROE ST 4TH FL | CHICAGO | IL | 60603 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $25,000 | |
| ILLINOIS STATE UNIVERSITY AROTC | ||||||||
| 211 N UNIVERSITY CAMPUS BOX 5160 | NORMAL | IL | 617905160 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $20,000 | |
| INSTITUTE FOR NON-PROFIT NEWS | ||||||||
| PO BOX 399 | RICHARDS | NC | 28574 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| INTREPID SEA AIR & SPACE MUSEUM | ||||||||
| ONE INTREPID SQUARE W 46TH ST 12TH | NEW YORK | NY | 10036 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | AVE |
| KIDS RANK | ||||||||
| 1957 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $30,000 | |
| LASALLE COUNTY VETERANS ASSISTANCE COMMISSION | ||||||||
| 119 WEST MADISON STREET ROOM 103A | OTTAWA | IL | 61350 | NO RELATIONSHIP | GOV | GENERAL SUPPORT | $3,000 | |
| LAURENT HOUSE FOUNDATION | ||||||||
| 4646 SPRING BROOK RD | ROCKFORD | IL | 61114 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $12,500 | |
| LAWFARE INSTITUTE | ||||||||
| 4401 BRANDYWINE ST NW | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $100,000 | |
| LOYOLA UNIVERSITY CHICAGO AROTC | ||||||||
| CAMPION HALL 003 LAKE SHORE CAMPUS | CHICAGO | IL | 60626 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $4,500 | 1144 W LOYOLA AVE |
| MARINE CORPS SCHOLARSHIP FOUNDATION | ||||||||
| 909 N WASHINGTON ST STE 400 | ALEXANDRIA | VA | 22314 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $25,000 | |
| MARINE MILITARY ACADEMY | ||||||||
| 320 IWO JIMA BLVD | HARLINGEN | TX | 78550 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 | |
| MILITARY OUTREACH USA | ||||||||
| 3020 MILWAUKEE AVE | NORTHBROOK | IL | 60062 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $20,000 | |
| MORENO VALLEY HIGH SCHOOL AFJROTC CA-026 | ||||||||
| 23300 COTTONWOOD AVE | MORENO VALLEY | CA | 92553 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 | |
| MUSEUM OF FLIGHT | ||||||||
| 9404 E MARGINAL WAY S | SEATTLE | WA | 981084097 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $12,500 | |
| MUSEUM OF THE AMERICAN REVOLUTION | ||||||||
| 101 S THIRD ST | PHILADELPHIA | PA | 19106 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL ABLE NETWORK INC | ||||||||
| 567 LAKE ST STE 1150 | CHICAGO | IL | 60601 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL INFANTRY MUSEUM FOUNDATION | ||||||||
| 1775 LEGACY WAY STE 220 | COLUMBUS | GA | 31903 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $25,000 | |
| NAVAL WAR COLLEGE FOUNDATION | ||||||||
| 686 CUSHING RD | NEWPORT | RI | 028411213 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $200,000 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23459 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $100,000 | |
| NORTHWESTERN UNIVERSITY NROTC (IIT) | ||||||||
| 10 W 35TH ST STE 1500 OFFICE 15F8-2 | CHICAGO | IL | 60616 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $23,000 | |
| NORWICH UNIVERSITY AFROTC | ||||||||
| 158 HARMON DR NU BOX 3 | NORTHFIELD | VT | 05663 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| NORWICH UNIVERSITY AROTC | ||||||||
| 159 HARMON DR NU BOX 3 | NORTHFIELD | VT | 05663 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| NORWICH UNIVERSITY NROTC | ||||||||
| 160 HARMON DR NU BOX 3 | NORTHFIELD | VT | 05663 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $9,000 | |
| ODIN'S WARRIOR TRIBE | ||||||||
| 713 MARSHALL RD SW | VIENNA | VA | 22180 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 | |
| OSS SOCIETY INC | ||||||||
| 7700 LEESBURG PIKE 324 | FALLS CHURCH | VA | 22043 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| OUR MILITARY KIDS | ||||||||
| 6861 ELM ST STE 2A | MCLEAN | VA | 22101 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| PARK UNIVERSITY | ||||||||
| 8700 NW RIVER PARK DR | PARKVILLE | MO | 64152 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $24,000 | |
| PENFED FOUNDATION | ||||||||
| 7940 JONES BRANCH DR 11TH FL | MCLEAN | VA | 22102 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $50,000 | |
| PRESERVATION MARYLAND | ||||||||
| 3600 CLIPPER MILL RD STE 248 | BALTIMORE | MD | 21211 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $25,000 | |
| PUNAHOU SCHOOL | ||||||||
| 1601 PUNAHOU ST | HONOLULU | HI | 968223336 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,400 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1700 W VAN BUREN ST STE 250 | CHICAGO | IL | 60657 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| SERVICE WOMEN'S ACTION NETWORK | ||||||||
| 441 4TH STREET NW SUITE 707N | WASHINGTON | DC | 20001 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 | |
| SOUTHERN ILLINOIS UNIVERSITY CARBONDALE | ||||||||
| 1225 DOUGLAS DR MAIL CODE 6825 | CARBONDALE | IL | 62901 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,750 | |
| THE AMERICAN BATTLEFIELD TRUST | ||||||||
| 1156 15TH ST NW 900 | WASHINGTON | DC | 20005 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $170,000 | |
| THE COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 231871776 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 | |
| THE NATIONAL WWII MUSEUM | ||||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $500,500 | |
| THE POLISH MUSEUM OF AMERICA | ||||||||
| 984 N MILWAUKEE AVE | CHICAGO | IL | 60642 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 | |
| TIDES CENTER | ||||||||
| PO BOX 1221 | TORRANCE | CA | 90505 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $15,000 | |
| TRUMAN LIBRARY INSTITUTE | ||||||||
| 500 W US HWY 24 | INDEPENDENCE | MO | 64050 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | |
| TULANE UNIVERSITY AFROTC | ||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 701185698 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| TULANE UNIVERSITY AROTC | ||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 701185698 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| TULANE UNIVERSITY NROTC | ||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 701185698 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| US NAVAL INSTITUTE FOUNDATION | ||||||||
| 291 WOOD RD | ANNAPOLIS | MD | 21402 | NO RELATIONSHIP | SO I | GENERAL SUPPORT | $300,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||||
| 1311 LOWER CAMPUS RD | HONOLULU | HI | 96822 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,150 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1305 W GREEN ST MC-386 | URBANA | IL | 61801 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $15,000 | |
| VALLEY FORGE MILITARY COLLEGE | ||||||||
| 1001 EAGLE RD | WAYNE | PA | 19087 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $9,000 | |
| WEST POINT ASSOCIATION OF GRADUATES | ||||||||
| 698 MILLS RD | WEST POINT | NY | 10996 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $40,000 | |
| WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION INC | ||||||||
| 200 N GLEBE RD STE 400 | ARLINGTON | VA | 222033755 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,412,690 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARMY HERITAGE CENTER FOUNDATION | |||||||
| PO BOX 839 | CARLISLE | PA | 17013 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $11,525 |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 WEST 45TH STREET 2ND FLOOR | NEW YORK | NY | 10036 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| INTER-UNIVERSITY SEMINAR ON ARMED FORCES AND SOCIETY | |||||||
| 40 E CHICAGO AVE STE 385 | CHICAGO | IL | 60611 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 |
| LAWFARE INSTITUTE | |||||||
| 4401 BRANDYWINE ST NW | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $400,000 |
| MUSEUM OF FLIGHT | |||||||
| 9404 E MARGINAL WAY S | SEATTLE | WA | 981084097 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $12,500 |
| PARK UNIVERSITY | |||||||
| 8700 NW RIVER PARK DR | PARKVILLE | MO | 64152 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $96,000 |
| TIDES CENTER | |||||||
| PO BOX 1221 | TORRANCE | CA | 90505 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $550,025 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,969,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,277 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LP INCOME/(LOSS) | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $42,204 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$42,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $42,204 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,932,212 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,974,416 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| AMERICAN LEGION-POST 250 | ||
| 1a(1) | $15,000 | CONTRIBUTION |
| AMERICAN LEGION-POST 552 | ||
| 1a(1) | $2,000 | CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JNP 2010 PARACHUTE TRUST N3-2007 | |||||||
| 1 | 104 S MICHIGAN AVE STE 500 | CHICAGO | IL | 60603 | $3,300,000 | Yes (X) | |
| COLONEL (IL) JAMES N PRITZKER CHARITABLE DISTRIBUTION FUND | |||||||
| 2 | 104 S MICHIGAN AVE STE 500 | CHICAGO | IL | 60603 | $370,494 | Yes (X) | Yes (X) |
| JNP 2011 PARACHUTE TRUST N1 | |||||||
| 3 | 104 S MICHIGAN AVE STE 500 | CHICAGO | IL | 60603 | $2,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SALARIES/BENEFITS & OFFICE EXPENSES | NoncashPropertyDesc |
| Fair Market Value | $370,494 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,177 | Amt |
| Net Investment Income | $7,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,858 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Expended By GranteeExpendedByGranteeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1638 FUND CHARITABLE TRUST | |||||||||||
| 4 LINCOLN RD | BROOKLINE | MA | 02445 | 2020-11-05 | $100,000 | THE PRESERVATION OF THE GRANTEE'S ARCHIVES, MUSEUM AND LIBRARY. | N/A | 1/24/2021 | 2021-01-24 | 1638 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 1/24/2021, THE FILING ORGANIZATION RECEIVED ALL FINANCIAL DOCUMENTATION REQUIRED TO DETERMINE THAT THE PRINCIPLE AND INCOME HAS EEN USED FOR ITS STATED PURPOSE. THE FILING ORGANIZATION WILL CONTINUE TO REQUEST FINANCIAL REPORTS AND A STEWARDSHIP REPORT FOR THE NEXT FIVE FISCAL YEARS. | |
| PRITZKER MILITARY MUSEUM & LIBRARY | |||||||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | 2020-11-30 | $400 | MATCHING GRANT FOR OPERATING EXPENSES | N/A | 12/31/2020 | 2021-10-13 | PRITZKER MILITARY MUSEUM & LIBRARY IS AN OPERATING FOUNDATION. THE FILING ORGANIZATION MADE A MATCHING GRANT OF $400, THE PURPOSE OF WHICH WAS FOR OPERATING EXPENSES. THE FOUNDATION USED THE FUNDS FOR SUCH PURPOSE. | $400 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $636,818 | BookValueAmt |
| EOYFMV | $636,818 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,246 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,246 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND OFFICE RENT | Desc |
| Amt | $28,392 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY | $12,185 | $0 | $0 | $12,185 |
| INSURANCE | $5,525 | $0 | $0 | $5,525 |
| FURNITURE & EQUIPMENT | $3,563 | $0 | $0 | $3,563 |
| BOOKS & PUBLICATIONS | $1,724 | $0 | $0 | $1,724 |
| OFFICE SUPPLIES | $1,114 | $0 | $0 | $1,114 |
| SHIPPING/POSTAGE | $368 | $0 | $0 | $368 |
| STORAGE | $158 | $0 | $0 | $158 |
| PARKING | $124 | $0 | $0 | $124 |
| LICENSES & PERMITS | $91 | $0 | $0 | $91 |
| BANK & CREDIT CARD FEES | $52 | $0 | $0 | $52 |
| REPAIRS & MAINTENANCE | $24 | $0 | $0 | $24 |
| REGISTRATION FEE | $15 | $0 | $0 | $15 |
| OTHER EXPENSES | $26 | $0 | $0 | $26 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LP INCOME/(LOSS) | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$13,277 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $267,239 |
| IN-KIND OFFICE RENT | $28,392 |
| BOOK/TAX DIFFERENCE | $8,801 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO REL. PARTY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $44,856 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMY HISTORICAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $28,767,247 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING SERVICE FEES | $1,227 | $0 | $0 | $1,227 |
| INVESTMENT MGMT FEES - LPS | $33,880 | $21,701 | $0 | $0 |
| PUBLIC RELATIONS | $410 | $0 | $0 | $410 |
| TPM MANAGEMENT FEES | $113,615 | $11,362 | $0 | $55,537 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $58,941 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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