WALTER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WALTER FAMILY FOUNDATION (EIN 46-1384089)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349104334
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T17:32:37-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 NO 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 | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.196.165.52 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 16:01:38 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E13D8A8F0717C3A542FF9A13EE5FC6CA74509925 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1853B5162F35567B8D408C9ED104974316615627 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $414,922 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $0 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | 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 |
| Legal Fees Rev And Expnss | $335 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,400,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,400,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,400,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,400,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,400,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $145,321 | CashBOYAmt |
| Cash EOY | $204,822 | CashEOYAmt |
| Cash EOYFMV | $204,822 | 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 | $355,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $414,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $414,922 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $22,805,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $29,265,500 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $22,805,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,265,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$22,449,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$28,850,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$22,449,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$28,850,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $355,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $414,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$22,449,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,400,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$28,850,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$28,850,578 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,652,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $187,260 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 35.522803 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,191,367 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $302,371 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 33.704843 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,957,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $483,419 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 12.324369 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,994,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,369,544 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.685683 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $647,887 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,598,502 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.140891 | DistributionYr5Rt |
| Total Distribution | 83.378589 | TotalDistributionRt |
| Average Distribution | 16.675718 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $176,083 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,936,310 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,936,310 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,400,530 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 |
| Org Report Or Register State | DE | 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 | WALTERFAMILYFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN MONROE ADMINISTRATIVE 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 | $178,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $178,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $178,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $176,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,804 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $8,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,804 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,400,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,400,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,400,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $417,962 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,875,823 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,933,663 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,176,248 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,642,637 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,046,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,400,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,391,726 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,438,059 | 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 | $417,962 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,020,097 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,875,823 | ExcessFromYear4Amt |
| Excess From Year3 | $5,933,663 | ExcessFromYear3Amt |
| Excess From Year2 | $10,176,248 | ExcessFromYear2Amt |
| Excess From Year1 | $6,642,637 | ExcessFromYear1Amt |
| Excess From Current Year | $6,391,726 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF ZOOLOGICAL PARKS & AQUARIUMS INC | |||||||
| 8403 COLESVILLE ROAD SUITE 710 | SILVER SPRING | MD | 20910 | N/A | PC | MATCHING CONTRIBUTION FOR SAFE CAMPAIGN | $200,000 |
| CHICAGO INTERNATIONAL FILM FESTIVAL INC CINEMA-CHICAGO | |||||||
| 212 W VAN BUREN STREET SUITE 400 | CHICAGO | IL | 60607 | N/A | PC | TO FOSTER BETTER COMMUNICATION BETWEEN PEOPLE OF DIVERSE CULTURES THROUGH THE ART OF FILM AND THE MOVING IMAGE. WE SERVE CHICAGO'S DIVERSE CITIZENRY BY PROVIDING ACCESS TO WORLD-CLASS CINEMA | $5,000 |
| CHICAGO THEATRE GROUP INC | |||||||
| 170 NORTH DEARBORN | CHICAGO | IL | 60601 | N/A | PC | FOR GOODMAN THEATRE | $800,000 |
| CHIMP HAVEN INC | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | N/A | PC | TO PROVIDE AND PROMOTE THE BEST CARE OF SANCTUARY CHIMPANZEES AND INSPIRE ACTION FOR THE SPECIES WORLDWIDE. | $3,900,363 |
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68154 | NA | PC | FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS | $100,000 |
| DME EXCHANGE OF DALLAS INC | |||||||
| 12015 SHILOH ROAD SUITE 130 | DALLAS | TX | 75228 | N/A | PC | TO COLLECT 'GENTLY USED' DURABLE MEDICAL EQUIPMENT (DME), EVALUATE FOR USE, REPAIR, IF NEEDED, SANITIZE TO STATE STANDARDS AND THEN PROVIDE TO PATIENTS WHO HAVE A DOCTOR'S PRESCRIPTION FOR THE ITEM, ARE 200% BELOW THE POVERTY LEVEL, HAVE EITHER NO INSURANCE OR A GAP IN INSURANCE COVERAGE AND FOR THE PRESENT, LIVE IN DALLAS COUNTY, TEXAS | $1,000 |
| FIELD MUSEUM OF NATURAL HISTORY | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | N/A | PC | TO INSPIRE CURIOSITY ABOUT LIFE ON EARTH WHILE EXPLORING HOW THE WORLD CAME TO BE AND HOW WE CAN MAKE IT A BETTER PLACE | $50,000 |
| JACKIE JOYNER KERSEE FOUNDATION | |||||||
| 101 JACKIE JOYNER KERSEE CIRCLE | E SAINT LOUIS | IL | 62204 | N/A | PC | TO INSTILL YOUTH IN THE GREATER EAST ST. LOUIS AREA WITH THE DREAM, DRIVE AND DETERMINATION NECESSARY TO SUCCEED IN ACADEMICS, ATHLETICS AND LEADERSHIP | $35,000 |
| KARMA RESCUE | |||||||
| 1158 26TH ST 155 PMB | SANTA MONICA | CA | 90403 | N/A | PC | TO PROVIDE PROGRAMS FOR AT-RISK DOGS IN LOS ANGELES THROUGH EDUCATING, ADVOCATING, AND PROVIDING RESOURCES FOR LIFE-SAVING RESCUE EFFORTS | $500 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | N/A | PC | FOR PRESERVATION OF THE ZOO AND ANIMALS | $938,500 |
| 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 | $30,000 |
| MISERICORDIA HOMEHEART OF MERCY | |||||||
| 6300 NORTH RIDGE AVE | CHICAGO | IL | 60660 | N/A | PC | TO SUPPORT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN MAXIMIZING THEIR LEVEL OF INDEPENDENCE AND SELF-DETERMINATION WITHIN AN ENVIRONMENT THAT FOSTERS SPIRITUALITY, DIGNITY, RESPECT AND ENHANCEMENT OF QUALITY OF LIFE. | $500 |
| NORTH CAROLINA OPERA INC | |||||||
| 612 WADE AVENUE SUITE 100 | RALEIGH | NC | 27605 | N/A | PC | FOR EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMMING | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | N/A | PC | LAW SCHOOL SCHOLARSHIP FUND | $167,167 |
| OUNCE OF PREVENTION FUND | |||||||
| 33 WEST MONROE STREET SUITE 2400 | CHICAGO | IL | 60603 | N/A | PC | TO GIVE CHILDREN IN POVERTY THE BEST CHANCE FOR SUCCESS IN SCHOOL AND IN LIFE BY ADVOCATING FOR AND PROVIDING THE HIGHEST QUALITY CARE AND EDUCATION FROM BIRTH TO AGE FIVE. | $10,000 |
| ROBERT MORRIS UNIVERSITY ILLINOIS | |||||||
| 401 S STATE STREET | CHICAGO | IL | 60605 | N/A | PC | TO OFFER PROFESSIONAL, CAREER-FOCUSED EDUCATION IN A COLLEGIATE SETTING TO DIVERSE COMMUNITIES. | $100,000 |
| SAINT VIATOR HIGH SCHOOL | |||||||
| 1213 E OAKTON STREET | ARLINGTON HEIGHTS | IL | 60004 | N/A | PC | TO PROVIDE TWO STUDENTS WITH A SCHOLARSHIP TO HELP PAY A SIGNIFICANT PORTION OF THEIR TUITION VIA THE TIMOTHY HALPIN '90 MEMORIAL SCHOLARSHIP | $5,000 |
| ST TERESA OF AVILA | |||||||
| 1037 W ARMITAGE AVE | CHICAGO | IL | 60614 | N/A | PC | FOR RELIGIOUS EDUCATION PROGRAMS | $26,000 |
| WILD HORSE FOUNDATION INC | |||||||
| 11767 S DIXIE HWY SUITE 183 | MIMAI | IL | 33156 | N/A | PC | TO INSPIRE CHILDREN AND FAMILIES IN UNDERSERVED COMMUNITIES BY PROMOTING HEALTHIER AND BETTER QUALITY LIVES THROUGH EDUCATION, SPORTS, COMMUNITY DEVELOPMENT, AND HEALTH AND WELLNESS PROGRAMS | $25,000 |
| WOLCOTT SCHOOL | |||||||
| 524 N WOLCOTT AVE | CHICAGO | IL | 60622 | N/A | PC | TO PROVIDE SUPPOPRT FOR STUDENTS WITH LEARNING DIFFERENCES, TAILORED TO THE STRENGTHS AND ASPIRATIONS OF EACH STUDENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,396,030 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTRATION FEES | CategoryTxt |
| Legal Fees | $335 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp (25 entries)
| TitleTitleTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|---|---|
| MARK R WALTER | |||||||
| DIRECTOR | $800,000 | $800,000 | 2014-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,000,000 | $1,000,000 | 2015-05 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,000,000 | $1,000,000 | 2015-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $2,000,000 | $2,000,000 | 2015-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,325,000 | $1,325,000 | 2015-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,000,000 | $1,000,000 | 2016-01 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,650,000 | $1,650,000 | 2016-03 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,050,000 | $1,050,000 | 2016-04 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,700,000 | $1,700,000 | 2016-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $280,000 | $280,000 | 2016-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $300,000 | $300,000 | 2016-09 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $5,100,000 | $5,100,000 | 2016-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $3,100,000 | $3,100,000 | 2017-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $950,000 | $950,000 | 2017-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $100,000 | $100,000 | 2017-11 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,450,000 | $1,450,000 | 2017-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $100,000 | $100,000 | 2018-04 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $150,000 | $150,000 | 2018-05 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $960,000 | $960,000 | 2018-06 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $775,000 | $775,000 | 2018-07 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $900,000 | $900,000 | 2018-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,060,000 | $1,060,000 | 2018-08 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,240,500 | $1,240,500 | 2018-09 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $100,000 | $100,000 | 2018-11 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
| MARK R WALTER | |||||||
| DIRECTOR | $1,175,000 | $1,175,000 | 2018-12 | DEMAND NOTE | 0.000000000000 | N/A | PAY GRANTS TO CHARITIES |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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