SAUL ZAENTZ CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAUL ZAENTZ CHARITABLE FOUNDATION (EIN 47-1005952)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349100715
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T09:37:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362663249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 PATRIOT BOULEVARD - SUITE 400 | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | 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 | 471005952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL ZAENTZ CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EVE FUGIEL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUL | BusinessNameControlTxt |
| Phone | 8477290600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 PATRIOT BOULEVARD 400 | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN H HAMMERMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8477290600 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVE FUGIEL | PreparerPersonNm |
| PTIN | P01297791 | PTIN |
| Phone | 8474418800 | 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 | $94,299,624 | 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 |
| Interest On Sav Rev And Expnss | $939,572 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $765,509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,361,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,358,818 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $796,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,146,565 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $794,269 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$172,771 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,925,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,920,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $775,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $387,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $387,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $77,673 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $38,837 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,837 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $153,841 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $153,841 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,452 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,453 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,010 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $109,010 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,539,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46,811 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,649 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,600 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,600 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,557 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,557 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $747,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $341,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $359,497 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,469,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $839,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,113,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,487,319 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,487,319 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,956,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $839,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,601,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,031,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,081,295 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $307,878 | CashBOYAmt |
| Cash EOY | $376,617 | CashEOYAmt |
| Cash EOYFMV | $376,617 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,150,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,248,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,248,647 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,900,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Assets BOY | $88,006,683 | OtherAssetsBOYAmt |
| Other Assets EOY | $84,652,271 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $89,524,360 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $100,365,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,427,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,299,624 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $93,859 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $93,859 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $100,365,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $89,333,676 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,365,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $89,333,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,365,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $89,427,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,365,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,031,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $89,333,676 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $89,333,676 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JP MORGAN 6009 | $1,478,229 | $1,382,481 | $95,748 | $95,748 | |
| JP MORGAN 6009 | $3,237,574 | $3,142,345 | $95,229 | $95,229 | |
| JP MORGAN 1003 | $30,815 | $28,746 | $2,069 | $2,069 | |
| JP MORGAN 1003 | $155,386 | $128,680 | $26,706 | $26,706 | |
| JP MORGAN 2001 | $19,781 | $19,166 | $615 | $615 | |
| JP MORGAN 2001 | $201,160 | $122,840 | $78,320 | $78,320 | |
| JP MORGAN 3009 | $1,822 | $1,598 | $224 | $224 | |
| JP MORGAN 3009 | $896,933 | $926,084 | -$29,151 | -$29,151 | |
| MERRILL LYNCH 3296 | $3,909,719 | $3,906,940 | $2,779 | $2,779 | |
| MERRILL LYNCH 3299 | $2,036,748 | $1,883,294 | $153,454 | $153,454 | |
| MERRILL LYNCH 3299 | $2,081,490 | $1,742,684 | $338,806 | $338,806 | |
| JP MORGAN 0005 | $3,500,000 | $3,499,200 | $800 | $800 | |
| MERRILL LYNCH 3296 | $155,000 | $155,000 | $0 | $0 | |
| JP MORGAN 2001 - NONCOVERED | $71 | $71 | $71 | ||
| JP MORGAN 3009 - NONCOVERED | $369,702 | $375,803 | -$6,101 | -$6,101 | |
| SAUL ZAENTZ COMPANY | $37,435 | $37,435 | $0 | $0 | P |
| SAUL ZAENTZ COMPANY | $0 | $0 | P | ||
| CAPITAL GAINS DIVIDENDS | $34,700 | $34,700 | $34,700 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $794,269 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $135,046 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $135,046 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $92,216 | OverpaymentAmt |
| Applied To ES Tax | $92,216 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SAULZAENTZCHARITABLEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | EVE FUGIEL | IndividualWithBooksNm |
| Phone | 8474418800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 PATRIOT BLVD STE 400 | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600268080 | 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 | 0 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ELLIOT G STEINBERG | ||||||||
| 105 SKUNK CREEK RD | TELLURIDE | CO | 81435 | PRESIDENT & DIRECTOR | 20.00 | $350,000 | $0 | $0 |
| MARVIN J GARBIS | ||||||||
| 107 COTSWOLD RD | BALTIMORE | MD | 21210 | VICE PRESIDENT & DIRECTOR | 8.00 | $175,000 | $0 | $0 |
| DANIEL A FORTMAN | ||||||||
| 2700 PATRIOT BLVD STE 400 | GLENVIEW | IL | 60093 | CHAIRMAN & DIRECTOR | 10.00 | $250,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLENE E LIBS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6314 CRESCENT DR | AddressLine1Txt |
| City | HUNTLEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $77,673 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NICHOLAS ZAGOTTA | |||||
| 2334 GOLFVIEW LN | FLOSSMOOR | IL | 60422 | LEGAL | $120,000 |
| EARLY CHILDHOOD POLICY SOLUTIONS | |||||
| 10 W SPRINGS CT | COLUMBIA | SC | 29223 | CONSULTING | $75,000 |
| ELEVEN THIRTEEN COLLECTIVE LLC | |||||
| 11285 LAMBERT CT | HANOVER | MN | 55341 | MEDIA RELATIONS | $73,869 |
| OUT OF THE DIRT PRODUCTIONS LLC | |||||
| 2926 HIGHLAND AVE | SANTA MONICA | CA | 90405 | MEDIA RELATIONS | $65,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $79,734,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,417,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,151,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $87,151,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,307,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,844,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,292,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,292,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,830 | TotalTaxAmt |
| Distributable Before Adj | $4,249,404 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,249,404 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,249,404 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,601,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,601,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,249,404 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,268,431 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,369,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,089,665 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,464,079 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,615,518 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $88,806,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,601,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,249,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,351,859 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,158,792 | 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 | $13,268,431 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $81,890,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,369,240 | ExcessFromYear4Amt |
| Excess From Year3 | $10,089,665 | ExcessFromYear3Amt |
| Excess From Year2 | $41,464,079 | ExcessFromYear2Amt |
| Excess From Year1 | $14,615,518 | ExcessFromYear1Amt |
| Excess From Current Year | $6,351,859 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN WRITERS MUSEUM | ||||||
| 529 14TH STREET NW SUITE 960-C | WASHINGTON | DC | 20045 | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| ARTS FOR LEARNING MARYLAND | ||||||
| 2601 N HOWARD STREET SUITE 1300 | BALTIMORE | MD | 21218 | PUBLIC CHARITY | GENERAL SUPPORT | $652,986 |
| BERKELEY FILM FOUNDATION | ||||||
| 2600 TENTH ST SUITE 427 | BERKELEY | CA | 94710 | PUBLIC CHARITY | GENERAL SUPPORT | $500,000 |
| CENTER ON CHILD AND FAMILY POLICY | ||||||
| 1122 KENILWORTH OR SUITE 201 | TOWSON | MO | 21204 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| DIGESTIVE DISEASE RESEARCH FOUNDATION | ||||||
| 311 EAST 79TH STREET SUITE 2A | NEW YORK | NY | 10075 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FAMILIES AND WORK INSTITUTE INC | ||||||
| PO BOX 566 | PALISADES | NY | 10964 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| FRIENDS OF THE CHILDREN-CHICAGO | ||||||
| 1512 S PULASKI ROAD | CHICAGO | IL | 60623 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| GLIDE FOUNDATION | ||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | GENERAL SUPPORT | $333,333 |
| GRATEFUL GATHERINGS | ||||||
| 2930 DOMINO AVENUE 181 | BERKELEY | CA | 94705 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| GREATER BALTIMORE CULTURAL ALLIANCE | ||||||
| 120 W NORTH AVE 305 | BALTIMORE | MD | 21201 | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| JERRY WEISS MEMORIAL SCHOLARSHIP FUND (UIC) | ||||||
| 1200 WEST HARRISON STREET | CHICAGO | IL | 606077161 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3101 WYMAN PARK DR | BALTIMORE | MD | 21218 | PUBLIC CHARITY | GENERAL SUPPORT | $1,034,000 |
| LINK UNLIMITED SCHOLARS | ||||||
| 17 N STATE ST SUITE 1250 | CHICAGO | IL | 60602 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| MICKEY HAMMERMAN LEGACY FUND INC | ||||||
| 120 S LASALLE STREET 2000 | CHICAGO | IL | 60603 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| OASIS FOUNDATION | ||||||
| PO BOX 27606 | MEMPHIS | TN | 38167 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE FOR PUBLIC SERVICE IMPACT FUND | ||||||
| 1585 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | GENERAL SUPPORT | $350,000 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PUBLIC CHARITY | GENERAL SUPPORT | $3,980,000 |
| START EARLY | ||||||
| 33 W MONROE ST 1200 | CHICAGO | IL | 60603 | PUBLIC CHARITY | GENERAL SUPPORT | $200,000 |
| THE JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY FOUNDAT | ||||||
| 1000 PARK FORTY PLAZA SUITE 280 | DURHAM | NC | 27713 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000,000 |
| THREE OAKS FOUNDATION | ||||||
| 717 N HARWOOD ST STE 550 | DALLAS | TX | 75201 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| TMW CENTER FOR EARLY LEARNING PUBLIC HEALTH | ||||||
| 5235 SOUTH HARPER COURT 5TH FLOOR | CHICAGO | IL | 60615 | PUBLIC CHARITY | GENERAL SUPPORT | $465,000 |
| WORKING IN THE SCHOOLS CHICAGO | ||||||
| 641 W LAKE ST 200 | CHICAGO | IL | 60661 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,487,319 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 512000 | BusinessCd |
| Unrelated Business Taxbl Incm | $174,063 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $765,509 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 512000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,816 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,358,818 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,324 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $794,269 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| FROM SAUL ZAENTZ COMPANY K-1 | 512000 | -$475,004 |
| FROM SAUL ZAENTZ ADMIN TRUST | $300,102 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,301 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,920,727 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,925,028 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,915 | Amt |
| Net Investment Income | $21,452 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,453 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $153,841 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $153,841 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCKS | $55,195,997 | $51,019,911 | $54,378,615 |
| MUTUAL FUNDS | $20,654,975 | $21,774,162 | $23,287,547 |
| SAUL ZAENTZ CO | $12,155,711 | $11,857,838 | $11,857,838 |
| SPRING AWAKENING | $0 | $360 | $360 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $7,074 | $0 | $7,074 |
| EVENTS/MEALS | $870 | $0 | $870 |
| BANK FEES | $1,717 | $858 | $859 |
| AGENT FEE | $1,123 | $0 | $1,123 |
| ANNUAL REPORT | $384 | $0 | $384 |
| IL CHARITABLE BUREAU | $15 | $0 | $15 |
| INVESTMENT EXPENSES | $341,825 | $339,753 | $0 |
| PUBLIC RELATIONS | $348,551 | $0 | $348,552 |
| WEBSITE MAINTENANCE | $45,169 | $0 | $0 |
| POSTAGE AND DELIVERY | $308 | $154 | $154 |
| OTHER EXPENSES | $933 | $467 | $466 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $1,886 | $1,886 | $1,886 |
| FROM SPRING AWAKENING K-1 - ORDINARY INCOME | $245 | $245 | $245 |
| FROM SAUL ZAENTZ COMPANY K-1 | -$475,004 | $0 | -$475,004 |
| FROM SAUL ZAENTZ ADMIN TRUST | $300,102 | $300,102 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX PAYBLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $93,859 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $109,010 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $109,010 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $22,162 | $22,162 | $0 |
| PAYROLL TAXES | $49,298 | $24,649 | $24,649 |
| FEDERAL TAXES | $3,468,500 | $0 | $0 |
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