WOMENS LEADERSHIP CENTER AT WILLIAMS BAY NFP: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WOMENS LEADERSHIP CENTER AT WILLIAMS BAY NFP (EIN 87-3532190)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-12
- IRS object ID
- 202502559349100805
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-12T07:58:18-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362746886 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cray Kaiser Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S Meyers Road Ste 230 | AddressLine1Txt |
| City | Oakbrook Terrace | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873532190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Womens Leadership Center | BusinessNameLine1Txt |
| Business Name Line2 | at Williams Bay NFP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOME | BusinessNameControlTxt |
| Phone | 2242928812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 E Wacker Dr 339 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Copeland | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2025-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eric T Challenger | PreparerPersonNm |
| PTIN | P01588278 | PTIN |
| Phone | 6309534900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,272,716 | 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 | $28,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,039 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,039 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,039 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $79,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,532 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $79,532 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $28,586,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,571 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $86,571 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,149 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $261,734 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $99,221 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,684 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,146 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $317,832 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,000 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $25,104 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $6,276 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,811 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,602 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150,584 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $947,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $314,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $947,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,638,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,496 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $86,571 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,647 | CashBOYAmt |
| Cash EOY | $85,351 | CashEOYAmt |
| Cash EOYFMV | $83,351 | CashEOYFMVAmt |
| Corporate Stock EOY | $8,406,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,406,673 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $166,992 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,992 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,000,000 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $10,000,000 | LandEOYAmt |
| Land EOYFMV | $10,000,000 | LandEOYFMVAmt |
| Other Assets EOY | $11,615,700 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,615,700 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,274,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,272,716 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $475 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,371,996 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $178,502 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $475 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,550,498 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $75,172 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $27,724,218 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,724,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,647 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,274,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,638,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,138 | OtherIncreasesAmt |
| Subtotal | $27,740,884 | SubtotalAmt |
| Other Decreases | $16,666 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,724,218 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,202 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,202 | SubtotalAmt |
| Tax Based On Investment Income | $1,202 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $67 | EsPenaltyAmt |
| Tax Due | $1,269 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Copeland | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2242928812 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 E Wacker Dr Ste 339 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Ann Drake | ||||||
| 303 E Wacker Dr Ste 339 | Chicago | IL | 60601 | President | 10.00 | $0 |
| David Copeland | ||||||
| 303 E Wacker Dr Ste 339 | Chicago | IL | 60601 | Vice President | 30.00 | $0 |
| Dorrit Bern | ||||||
| 303 E Wacker Dr Ste 339 | Chicago | IL | 60601 | Director | 2.00 | $0 |
| Donna St Aubin | ||||||
| 303 E Wacker Dr Ste 339 | Chicago | IL | 60601 | Director | 2.00 | $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 |
|---|---|---|---|---|---|---|
| Jennifer Nix | ||||||
| 303 E Wacker Dr Ste 339 | Chicago | IL | 60601 | EVP Marketing | 40.00 | $184,039 |
| Michelle Dilley | ||||||
| 303 E Wacker Dr Ste 339 | Chicago | IL | 60601 | EVP | 20.00 | $135,148 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Pepper Construction Company | |||||
| 220 East Buffalo Street | Milwaukee | WI | 53202 | Construction/Engineering | $9,380,223 |
| MSB Policy Consulting | |||||
| 1514 West Oakdale Avenue | Chicago | IL | 60657 | Program Consulting | $324,998 |
| Blue Stem Design Inc | |||||
| 503 South 16th Street | St Charles | IL | 60174 | Construction Management | $168,341 |
| AMS Planning & Research Corp | |||||
| 107 John Street 2nd Floor | Southport | CT | 06890 | Construction Management | $104,984 |
| Studio Gang | |||||
| 1520 West Division Street | Chicago | IL | 60642 | Architecture & Design | $1,237,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The organization is planning to operate a think tank and conference center promoting leadership talent in women and convening women leaders to discuss issues and global problems and potential solutions. The Center is going to be a destination for creative dialogue, learning, discovery, and cross-disciplinary problem-solving, all focused on supporting women leaders.The organization has procured land and commenced construction on the future facilities. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Sponsoring Women Leadership Conferences. | Description2Txt |
| Expenses2 | $314,683 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,501,585 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,181,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,682,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,682,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,612,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,683 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $314,683 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2021-11-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $86,571 | CurrentYearAmt |
| Total | $86,571 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $73,585 | CurrentYearAmt |
| Total | $73,585 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $314,683 | CurrentYearAmt |
| Total | $314,683 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $314,683 | CurrentYearAmt |
| Total | $314,683 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,500,000 | CurrentYearAmt |
| Year1 | $299,999 | Year1Amt |
| Year2 | $100,000 | Year2Amt |
| Year3 | $100,000 | Year3Amt |
| Total | $28,999,999 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,500,000 | CurrentYearAmt |
| Total | $18,500,000 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,500,000 | CurrentYearAmt |
| Total | $18,500,000 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ann Drake | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,039 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,532 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $86,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,571 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Schwab Charitable Fund | |||||||
| 1 | 211 Main St | San Francisco | CA | 94105 | $18,500,000 | Yes (X) | |
| Constance Woods LLC | |||||||
| 2 | 1487 Geneva National Ave W | Lake Geneva | WI | 53147 | $10,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | Land located in Williams Bay, WI | NoncashPropertyDesc |
| Fair Market Value | $10,000,000 | FairMarketValueAmt |
| Received | 2024-03-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $8,146 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Securities Investments | StockNm |
| EOY Book Value | $8,406,673 | EOYBookValueAmt |
| EOYFMV | $8,406,673 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CD Investment | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $166,992 | BookValueAmt |
| EOYFMV | $166,992 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $10,000,000 | CostOrOtherBasisAmt |
| Book Value | $10,000,000 | BookValueAmt |
| EOYFMV | $10,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $36,684 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGRESS | Desc |
| EOY Book Value | $11,615,700 | EOYBookValueAmt |
| EOYFMV | $11,615,700 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BBAL Adjustment from Audited FS | Desc |
| Amt | $16,666 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Service Charges | $75 | $75 | |
| DUES AND SUBSCRIPTIONS | $150 | ||
| Insurances | $300 | $300 | |
| Marketing | $34,393 | $34,393 | |
| Meals & Entertainment | $294 | $294 | |
| Meetings | $642 | $642 | |
| Miscellaneous Expenses | $94 | ||
| OFFICE EXPENESE | $1,026 | $117 | |
| Outside Services | $118,105 | $114,838 | |
| Software & Apps | $3,489 | ||
| Utilities | $969 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Related Org-Awesome Leaders NF | Desc |
| EOY Book Value | $178,502 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting | $308,332 | $0 | $0 | $50,000 |
| Other Professional Fees | $9,500 | $0 | $0 | $5,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Constance Wood LLC | |||
| 1487 Geneva National Ave W | Lake Geneva | WI | 53147 |
| Schwab Charitable Fund | |||
| 211 Main St | San Francisco | CA | 94105 |