PRITZKER MILITARY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PRITZKER MILITARY FOUNDATION (EIN 47-2570839)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-07
IRS object ID
202503119349101485
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-07T18:16:33-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN991856619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1171 N CLARK ST STE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472570839EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRITZKER MILITARY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRITBusinessNameControlTxt
Phone3123749455PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 S MICHIGAN AVE 1025AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN RIFKINPersonNm
Person TitleCHIEF NON-PROFIT OFFICERPersonTitleTxt
Phone3123749455PhoneNum
Signature2025-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGET ROCHEPreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,133,697FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$495,752ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$254,757DividendsRevAndExpnssAmt
Dividends Net Invst Incm$315,925DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$48,737CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,814,415OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,646,870OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,564,924TotalRevAndExpnssAmt
Total Net Invst Incm$3,011,532TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$317,199OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$317,199OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$136,624PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$134,504PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$52,891AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,649AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$36,881AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$231,177OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,631OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$110,092OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$28,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,784DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$22,833TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$21,571TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$110PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$110PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,091,923OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,635OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$16,036OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,883,041TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$79,915TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$636,393TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,583,336ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,018,519ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,466,377TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$79,915TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,654,912TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,901,453ExcessRevenueOverExpensesAmt
Net Investment Income$2,931,617NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,319,945CashBOYAmt
Cash EOY$317,353CashEOYAmt
Cash EOYFMV$317,353CashEOYFMVAmt
Sav And Temp Cash Invst BOY$62,733SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,243,560SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,243,560SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$44,408AcctRcvblAmt
Acct Rcvbl EOY$44,408AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$44,408AcctRcvblEOYFMVAmt
Rcvbl From Officers BOY$62,632RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$23,491RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$23,491RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$23,239,179OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$14,430,870OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$14,670,669OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$8,808,309OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$8,808,309OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$163,143CorporateStockBOYAmt
Corporate Stock EOY$103,574CorporateStockEOYAmt
Corporate Stock EOYFMV$103,574CorporateStockEOYFMVAmt
Other Investments BOY$2,840,442OtherInvestmentsBOYAmt
Other Investments EOY$3,592,068OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,592,068OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,421LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,487LandBldgEquipAccumDeprecAmt
Land BOY$2,718LandBOYAmt
Land EOY$934LandEOYAmt
Land EOYFMV$934LandEOYFMVAmt
Total Assets BOY$26,122,282TotalAssetsBOYAmt
Total Assets EOY$17,133,697TotalAssetsEOYAmt
Total Assets EOYFMV$17,133,697TotalAssetsEOYFMVAmt
Accounts Payable BOY$13,459AccountsPayableBOYAmt
Accounts Payable EOY$50,872AccountsPayableEOYAmt
Grants Payable BOY$2,648,745GrantsPayableBOYAmt
Grants Payable EOY$2,209,962GrantsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,119OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,662,204TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,262,953TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$23,460,078NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$14,870,744NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$23,460,078TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,870,744TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,122,282TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,133,697TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,460,078TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,901,453ExcessRevenueOverExpensesAmt
Other Increases$312,119OtherIncreasesAmt
Subtotal$14,870,744SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,870,744TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyINVESTMENTS IN LIMITED PARTNERSHIPSPropertyDesc
How AcquiredPHowAcquiredCd
Sold2024-12-31SoldDt
Gain Or Loss$48,737GainOrLossAmt
Gains Minus Excess Or Losses$48,737GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$48,737CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$40,749InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$40,749SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$40,749TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29,704EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$44,704TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,955OverpaymentAmt
Applied To ES Tax$3,955AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PRITZKERMILITARYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSUSAN RIFKINIndividualWithBooksNm
Phone3123749455PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1104 S MICHIGAN AVE NO 1025AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (1)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
COLONEL IL JENNIFER N PRITZKER
104 S MICHIGAN AVE NO 1025CHICAGOIL60603PRESIDENT0.25$0$0$0
MARY F FALCON
104 S MICHIGAN AVE NO 1025CHICAGOIL60603SECRETARY0.25$0$0$0
SHARI L KOEHLER
104 S MICHIGAN AVE NO 1025CHICAGOIL60603TREASURER (THRU 08/24)0.25$0$0$0
LEWIS M COLLENS
104 S MICHIGAN AVE NO 1025CHICAGOIL60603DIRECTOR0.25$0$0$0
COLONEL DAVID R PELIZZON USA RET
104 S MICHIGAN AVE NO 1025CHICAGOIL60603DIRECTOR0.25$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
KAREEMA CRUZ
104 S MICHIGAN AVE NO 1025CHICAGOIL60603PROGRAM MANAGER40.00$102,931$36,049$3,086
SUSAN RIFKIN
104 S MICHIGAN AVE NO 1025CHICAGOIL60603EXEC DIR; COO PHILAN12.00$79,413$13,217$618
SANDY EDEN
104 S MICHIGAN AVE NO 1025CHICAGOIL60603OFFICE MANAGER/GRANT20.00$42,671$12,245$1,688
COLLEEN CONRAD
104 S MICHIGAN AVE NO 1025CHICAGOIL60603GRANTS MANAGER20.00$35,468$13,834$900
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEI PROFESSIONAL SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 S MICHIGAN AVE NO 1025AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGEMENT SERVICESServiceTypeTxt
Compensation$80,545CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Description2N/ADescription2Txt
Expenses2$0Expenses2Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$67,172AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,609,416AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,592,068FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,268,656TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,268,656AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$154,030CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,114,626NetVlNoncharitableAssetsAmt
Minimum Investment Return$505,731MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$505,731MinimumInvestmentReturnAmt
Tax Based On Investment Income$40,749TaxBasedOnInvestmentIncomeAmt
Total Tax$40,749TotalTaxAmt
Distributable Before Adj$464,982DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,042RecoveriesQualfiedDistriAmt
Distributable Before Ded$470,024DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$470,024DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,654,912ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,654,912QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$470,024DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,737,021ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,460,865ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,106,042ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,422,947ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,613,824ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,340,699TotalExcessDistributionCyovAmt
Qualifying Distributions$4,654,912QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$470,024AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,184,888RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$23,525,587TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,737,021ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,788,566ExcessDistriCyovToNextYrAmt
Excess From Year4$3,460,865ExcessFromYear4Amt
Excess From Year3$4,106,042ExcessFromYear3Amt
Excess From Year2$3,422,947ExcessFromYear2Amt
Excess From Year1$3,613,824ExcessFromYear1Amt
Excess From Current Year$4,184,888ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCOLONEL IL JENNIFER N PRITZKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AIRBORNE & SPECIAL OPERATIONS MUSEUM FOUNDATION
100 BRAGG BOULEVARDFAYETTEVILLENC28301N/APCGENERAL SUPPORT$100,000
ALLEN J LYNCH MEDAL OF HONOR VETERANS FOUNDATION
1807 S WASHINGTON STE 100NAPERVILLEIL60565N/APCGENERAL SUPPORT$20,000
AMERICAN BATTLEFIELD TRUST
1030 15TH STREET NW SUITE 900 EASTWASHINGTONDC200051717N/APCGENERAL SUPPORT$175,000
ARMY HERITAGE CENTER FOUNDATION
PO BOX 839CARLISLEPA170130839N/APCGENERAL SUPPORT$27,500
ARMY WOMEN'S FOUNDATION
PO BOX 5030FORT LEEVA238010030N/APCGENERAL SUPPORT$10,000
ASSOCIATION OF FORMER INTELLIGENCE OFFICERS
7700 LEESBURG PIKE STE 324FALLS CHURCHVA22043N/APCGENERAL SUPPORT$15,000
BLUE STAR FAMILIES INC
441 SAXONY THE HIVE/BARN 2ENCINITASCA92024N/APCGENERAL SUPPORT$50,000
BUSINESS EXECUTIVES FOR NATIONAL SECURITY (BENS)
1030 15TH ST NW STE 200 EWASHINGTONDC200051503N/APCGENERAL SUPPORT$60,000
CHICAGO COUNCIL NAVY LEAGUE OF THE UNITED STATES
403 N COUNTY LINE RDHINSDALEIL60521N/APCGENERAL SUPPORT$25,000
COAST GUARD FOUNDATION
394 TAUGWONK RDSTONINGTONCT063781807N/APCGENERAL SUPPORT$10,000
COMBINED ARMS
2929 MCKINNEY STREETHOUSTONTX77003N/APCGENERAL SUPPORT$10,000
DOG TAG INC
3206 GRACE STREET NWWASHINGTONDC20007N/APCGENERAL SUPPORT$25,000
ELIZABETH DOLE FOUNDATION
1625 EYE STREET NW 725WASHINGTONDC200064061N/APCGENERAL SUPPORT$500,000
FISHER HOUSE FOUNDATION
12300 TWINBROOK PKWYROCKVILLEMD208521606N/APCGENERAL SUPPORT$50,000
FOREIGN POLICY RESEARCH INSTITUTE
123 S BROAD STREET SUITE 1920PHILADELPHIAPA19109N/APCGENERAL SUPPORT$1,000
FORT CAMPBELL HISTORICAL FOUNDATION
32 SCREAMING EAGLE BLVDFORT CAMPBELLKY422235335N/APCGENERAL SUPPORT$150,000
GEORGE C MARSHALL RESEARCH FOUNDATION
1600 PARADE GROUNDLEXINGTONVA244500000N/APCGENERAL SUPPORT$27,500
GETTYSBURG FOUNDATION
1195 BALTIMORE PIKEGETTYSBURGPA173257034N/APCGENERAL SUPPORT$10,000
HAWAII ARMY MUSEUM SOCIETY
PO BOX 8064HONOLULUHI968300064N/APCGENERAL SUPPORT$5,000
HEALING PATRIOTS CORP
W10928 LAKE POINT DRLODIWI535551519N/APCGENERAL SUPPORT$1,000
HOOVER PRESIDENTIAL LIBRARY FOUNDATION
PO BOX 696WEST BRANCHIA523580000N/APCGENERAL SUPPORT$50,000
ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER
9603 WOODS DRSKOKIEIL600771095N/APCGENERAL SUPPORT$200,000
ILLINOIS JOINING FORCES
1 W MONROE ST 4TH FLCHICAGOIL60603N/APCGENERAL SUPPORT$2,500
INDEPENDENCE SEAPORT MUSEUM
211 S COLUMBUS BLVDPHILADELPHIAPA19106N/APCGENERAL SUPPORT$10,000
INSTITUTE FOR NON-PROFIT NEWS
PO BOX 399RICHARDSNC28574N/APCGENERAL SUPPORT$10,000
INTERNATIONAL SPY MUSEUM
PO BOX 23137WASHINGTONDC200242135N/APCGENERAL SUPPORT$100,000
INTREPID SEA AIR & SPACE MUSEUM
WEST 46TH ST 12TH AVENEW YORKNY100360000N/APCGENERAL SUPPORT$40,000
JEWISH COMMUNITY CENTERS OF CHICAGO
300 REVERE DRNORTHBROOKIL600621589N/APCGENERAL SUPPORT$10,000
KIDS RANK
1957 SHERIDAN RDHIGHLAND PARKIL600352540N/APCGENERAL SUPPORT$30,000
LAKE COUNTY VETERAN AND FAMILY SERVICES
100 S ATKINSON ROADGRAYSLAKEIL600307817N/APCGENERAL SUPPORT$5,000
LINCOLN ACADEMY OF ILLINOIS
1 OLD STATE CAPITOL PLZSPRINGFIELDIL627011512N/APCGENERAL SUPPORT$50,000
LINCOLN PRESIDENTIAL FOUNDATION
520 S 8TH STSPRINGFIELDIL627031607N/APCGENERAL SUPPORT$5,000
MAINE MILITARY MUSEUM
50 PEARY TERRACESOUTH PORTLANDME04106N/APCGENERAL SUPPORT$1,500
MARINE CORPS ASSOCIATION AND FOUNDATION
715 BROADWAY STQUANTICOVA221345176N/APCGENERAL SUPPORT$82,432
MARINE CORPS HERITAGE FOUNDATION
18900 JEFFERSON DAVIS HWYTRIANGLEVT221721938N/APCGENERAL SUPPORT$10,000
MARINE CORPS SCHOLARSHIP FOUNDATION
909 N WASHINGTON ST STE 400ALEXANDRIAVT223145510N/APCGENERAL SUPPORT$1,974
MARINE CORPS UNIVERSITY FOUNDATION INC
PO BOX 122QUANTICOVA221340122N/APCGENERAL SUPPORT$30,000
MASSACHUSETTS GENERAL HOSPITAL
399 REVOLUTION DR STE 645SOMERVILLEMA021451465N/APCGENERAL SUPPORT$100,000
MUSEUM OF AVIATION FOUNDATION
1942 HERITAGE BLVDWARNER ROBINSGA31098N/APCGENERAL SUPPORT$5,000
MUSEUM OF THE AMERICAN REVOLUTION
101 SOUTH THIRD STREETPHILADELPHIAPA19106N/APCGENERAL SUPPORT$25,000
NATIONAL HISTORY DAY
4511 KNOX RD STE 205COLLEGE PARKMD207403311N/APCGENERAL SUPPORT$25,000
NATIONAL INFANTRY MUSEUM FOUNDATION
1775 LEGACY WAY STE 220COLUMBUSGA319033675N/APCGENERAL SUPPORT$50,000
NATIONAL WWI MUSEUM AND MEMORIAL
2 MEMORIAL DRKANSAS CITYMO641084603N/APCGENERAL SUPPORT$5,000
NAVAL WAR COLLEGE FOUNDATION
686 CUSHING RDNEWPORTRI028411213N/APCGENERAL SUPPORT$200,000
NAVY SEAL FOUNDATION
1619 D STVIRGINIA BCHVA234558407N/APCGENERAL SUPPORT$50,000
NORWICH UNIVERSITY
158 HARMON DRNORTHFIELDVT056631000N/APCGENERAL SUPPORT$129,190
ODIN'S WARRIOR TRIBE
713 MARSHALL RD SWVIENNAVA221806467N/APCGENERAL SUPPORT$35,000
OPERATION OPPORTUNITY FOUNDATION
1012 14TH ST NW STE 1200WASHINGTONDC200053408N/APCGENERAL SUPPORT$5,000
OUR MILITARY KIDS
6861 ELM ST STE 2AMCLEANVA22101N/APCGENERAL SUPPORT$10,000
PARK UNIVERSITY
8700 NW RIVER PARK DR BOX 11PARKVILLEMO641524358N/APCGENERAL SUPPORT$24,000
PENFED FOUNDATION
7940 JONES BRANCH DR 11TH FLMCLEANVA22102N/APCGENERAL SUPPORT$100,000
PRITZKER MILITARY MUSEUM & LIBRARY
10475 12TH STKENOSHAWI53144N/APOFGENERAL SUPPORT$3,600
SERVICE WOMEN'S ACTION NETWORK
1015 15TH ST NW SUITE 600WASHINGTONDC200052605N/APCGENERAL SUPPORT$20,400
SILVER HILL HOSPITAL INC
208 VALLEY RDNEW CANAANCT068403812N/APCGENERAL SUPPORT$30,000
SOMERS FIRE & RESCUE
PO BOX 197SOMERSWI531710395N/APCGENERAL SUPPORT$2,000
SOMERS VILLAGE & TOWN
F/B/O VILLAGE OF SOMERS PARADE COMMSOMERSWI53171N/AGOVGENERAL SUPPORT$1,500PO BOX 197
SOS AMERICA FOUNDATION
1979 HARLEM BLVDROCKFORDIL611036345N/ANCGENERAL SUPPORT$11,000
ST IGNATIUS COLLEGE PREP
1076 W ROOSEVELT RD STE 1CHICAGOIL606081531N/APCGENERAL SUPPORT$10,000
STANDUPLD
16415 ADDISON RD STE 550ADDISONTX750013234N/APC303 BOOKS AT FMV (1/18); 52 BOOKS AT FMV (2/22); 274 BOOKS AT FMV (3/19); 320 BOOKS AT FMV (4/16)$39,393
THE CITIZEN SOLDIERS EDUCATION FOUNDATION INC
566 LEE HIGHWAYVERONAVA24482N/APCGENERAL SUPPORT$15,000
THE COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA231871776N/APCGENERAL SUPPORT$20,000
THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
1101 14TH ST NW STE 1030WASHINGTONDC200055635N/APCGENERAL SUPPORT$25,000
THE KALO FOUNDATION OF PARK RIDGE
225 N NORTHWEST HIGHWAYPARK RIDGEIL600680000N/APCGENERAL SUPPORT$2,500
THE NATIONAL COAST GUARD MUSEUM ASSOCIATION INC
78 HOWARD ST STE ANEW LONDONCT063204963N/APCGENERAL SUPPORT$200,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STNEW ORLEANSLA701303813N/APCGENERAL SUPPORT$300,000
THE UNITED STATES FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS
701 PENNSYLVANIA AVE NW 123WASHINGTONDC200040725N/APCGENERAL SUPPORT$100,000
THE WENDE MUSEUM OF THE COLD WAR
10808 CULVER BLVDCULVER CITYCA902303738N/APCGENERAL SUPPORT$150,000
TRAVIS MANION FOUNDATION
164 E STATE STDOYLESTOWNPA189014313N/APCGENERAL SUPPORT$50,000
TRUMAN LIBRARY INSTITUTE
5151 TROOST AVE STE 300KANSAS CITYMO641102524N/APCGENERAL SUPPORT$2,000
US NAVAL INSTITUTE FOUNDATION
291 WOOD ROADANNAPOLISMD214025034N/ASO IGENERAL SUPPORT$100,000
VETERANS MOVING FORWARD INC
44225 MERCURE CIRCLE STE 130DULLESVA20166N/APCGENERAL SUPPORT$15,000
WARRIORS & QUIET WATERS FOUNDATION
351 EVERGREEN DR STE ABOZEMANMT59715N/APCGENERAL SUPPORT$18,000
WFMT 987 FM PUBLIC RADIO - (A DIVISION OF WTTW COMMUNICATION)
5400 N ST LOUIS AVECHICAGOIL60625N/APCGENERAL SUPPORT$12,500
WNET
825 EIGHTH AVENUE 14TH FLNEW YORKNY100197435N/APCGENERAL SUPPORT$75,000
WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION INC
200 N GLEBE RD STE 400ARLINGTONVA222033755N/APCGENERAL SUPPORT$75,000
WOODY WILLIAMS FOUNDATION
12123 SHELBYVILLE RD STE 100LOUISVILLEKY402431079N/APCGENERAL SUPPORT$70,630
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,022,119TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AIRBORNE & SPECIAL OPERATIONS MUSEUM FOUNDATION
100 BRAGG BOULEVARDFAYETTEVILLENC28301N/APCGENERAL SUPPORT$100,000
ARMY HERITAGE CENTER FOUNDATION
PO BOX 839CARLISLEPA170130839N/APCGENERAL SUPPORT$27,500
BLUE STAR FAMILIES INC
441 SAXONY THE HIVE/BARN 2ENCINITASCA92024N/APCGENERAL SUPPORT$50,000
CHICAGO VETERANS
6441 W IRVING PARK RD UNIT 34330CHICAGOIL60634N/APCGENERAL SUPPORT$20,000
COMBINED ARMS
2929 MCKINNEY STREETHOUSTONTX77003N/APCGENERAL SUPPORT$10,000
INDEPENDENCE SEAPORT MUSEUM
211 S COLUMBUS BLVDPHILADELPHIAPA19106N/APCGENERAL SUPPORT$30,000
INTERNATIONAL SPY MUSEUM
PO BOX 23137WASHINGTONDC200242135N/APCGENERAL SUPPORT$25,000
MARINE CORPS ASSOCIATION AND FOUNDATION
909 N WASHINGTON ST STE 400ALEXANDRIAVA223145510N/APCGENERAL SUPPORT$728,068
MISSION EDGE SAN DIEGO
2820 ROOSEVELT ROADSAN DIEGOCA92106N/APCGENERAL SUPPORT$25,000
NORWICH UNIVERSITY
158 HARMON DRNORTHFIELDVT056631000N/APCGENERAL SUPPORT$250,000
ODIN'S WARRIOR TRIBE
713 MARSHALL RD SWVIENNAVA221806467N/APCGENERAL SUPPORT$105,000
PENFED FOUNDATION
7940 JONES BRANCH DR 11TH FLMCLEANVA22102N/APCGENERAL SUPPORT$200,000
THE CITIZEN SOLDIERS EDUCATION FOUNDATION INC
566 LEE HIGHWAYVERONAVA24482N/APCGENERAL SUPPORT$15,000
THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
300 REVERE DRNORTHBROOKIL600621589N/APCGENERAL SUPPORT$75,000
THE UNITED STATES FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS
701 PENNSYLVANIA AVE NW 123WASHINGTONDC200040725N/APCGENERAL SUPPORT$100,000
WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION INC
200 N GLEBE RD STE 400ARLINGTONVA222033755N/APCGENERAL SUPPORT$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,910,568TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business901101BusinessCd
Exclusion14ExclusionCd
Exclusion$254,757ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdExclusionExclusionCdExclusionExclusionAmtUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
INTEREST FROM NOTES RECEIVABLE90110114$2,772,214
LP INCOME/(LOSS)90110101$42,201$0$0

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,069,172ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,069,172TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ERIN SOLARO
1104 S MICHIGAN AVE NO 1025CHICAGOIL60603$12,000Yes (X)
TAWANI CHARITABLE DISTRIBUTION FUND
2104 S MICHIGAN AVE NO 1025CHICAGOIL60603$483,752Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySALARIES/BENEFITS & OFFICE EXPENSESNoncashPropertyDesc
Fair Market Value$483,752FairMarketValueAmt
Received2024-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$52,891Amt
Net Investment Income$9,649NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$36,881DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
SOS AMERICA FOUNDATION
1979 HARLEM BLVDROCKFORDIL6110363452024-12-31$11,000TO PROVIDE SUPPORT FOR THE MEMORIAL DAY COMMEMORATION EVENT HELD EACH YEAR AT THE GENERAL LOGAN STATUE IN CHICAGO.$11,000N/A8/25/2024
PRITZKER MILITARY MUSEUM & LIBRARY
10475 12TH STREETKENOSHAWI531442024-12-31$3,600MATCHING GRANT FOR OPERATING EXPENSES.$3,600N/A12/31/24

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART I, LINE 25DFormAndLineReferenceDesc
Medium ExplanationA DISBURSEMENT IN THE AMOUNT OF $3,600 WAS REMITTED DURING 2024 TO A COMMONLY CONTROLLED PRIVATE OPERATING FOUNDATION ("POF"). WHILE EXPENDITURE RESPONSIBILITY HAS BEEN MAINTAINED ON THIS DISBURSEMENT, IT IS THE PREFERENCE OF THE ENTITIES TO HAVE THE RECIPIENT ORGANIZATION NOT MAKE A CORPUS ELECTION. AS SUCH, THE FILING ORGANIZATION HAS REDUCED FORM 990-PF, PAGE 1, LINE 25D BY THE AMOUNT OF THE DONATION TO THE RELATED POF.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$103,574EOYBookValueAmt
EOYFMV$103,574EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN LPCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$3,592,068BookValueAmt
EOYFMV$3,592,068EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROVISION FOR CREDIT LOSSES$8,074,536$0$0$0
INFORMATION TECHNOLOGY$14,287$1,635$0$12,633
OTHER EXPENSES$269$0$0$555
SHIPPING/POSTAGE$102$0$0$102
LICENSES & PERMITS$17$0$0$34
PAYROLL EXPENSES$2,712$0$0$2,712

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INTEREST FROM NOTES RECEIVABLE$2,772,214$2,772,214$0
LP INCOME/(LOSS)$42,201-$125,344$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN/(LOSS)$307,077
PRIOR PERIOD ADJUSTMENT$5,042

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
BOY Book Value$0BOYBookValueAmt
EOY Book Value$2,119EOYBookValueAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1ARMY HISTORICAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$0BalanceDueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TEI PROFESSIONAL SERVICES$153,024$15,303$0$80,545
INVESTMENT MGMT FEES - LPS$78,148$53,328$0$25,991
TPM MANAGEMENT FEES$5$0$0$3,556

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$28,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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