COLONEL IL JAMES N PRITZKER LIBRARY FOR THE CITIZEN SOLDIER: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COLONEL IL JAMES N PRITZKER LIBRARY FOR THE CITIZEN SOLDIER (EIN 36-4477083)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349102974
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T12:53:24-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364477083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLONEL JAMES N PRITZKER LIBRARY OF THE | BusinessNameLine1Txt |
| Business Name Line2 | CITIZEN SOLDIER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 2628007402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10475 12TH STREET | AddressLine1Txt |
| City | KENOSHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA SLOAN | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 2628007425 | PhoneNum |
| Signature | 2025-11-14 | 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 | BRIDGET ROCHE | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | 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) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,100,879 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $810,905 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $869,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,089,101 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $869,042 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $450 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $450 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $450 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $450 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,716,337 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,552,512 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,700 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $98,192 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $116,533 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$18,341 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$18,341 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $344,236 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,058,501 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,171,471 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,722,629 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,700,564 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,032,322 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $336,876 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $336,876 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $872,770 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $872,770 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $627,271 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $100,014 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $580,384 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $85,145 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $85,245 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $166,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,968 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $37,968 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $119,854 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,353,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $519,383 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $683,826 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $114,996 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $675 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $675 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $675 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $193 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $193 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $211,634 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $171,871 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $184,674 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $55,237 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,401 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $676,318 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $711,818 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,559,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $558,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,032,322 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,839,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,559,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $558,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,032,322 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,839,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,163,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,142,345 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,594,228 | CashBOYAmt |
| Cash EOY | $2,601,811 | CashEOYAmt |
| Cash EOYFMV | $2,601,811 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,264,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,663,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,663,914 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,656 | AcctRcvblAmt |
| Acct Rcvbl BOY | $14,337 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,656 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,656 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $900 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $66,700 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $900 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $900 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $459,264 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $170,781 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $170,781 | RcvblFromOfficersEOYFMVAmt |
| Inventories BOY | $159,948 | InventoriesBOYAmt |
| Inventories EOY | $80,591 | InventoriesEOYAmt |
| Inventories EOYFMV | $80,591 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $772,439 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $844,515 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $844,515 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $31,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,470 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,470 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $16,985,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,339,307 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,339,307 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,108,435 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $739,501 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $561,066 | LandBOYAmt |
| Land EOY | $368,934 | LandEOYAmt |
| Land EOYFMV | $368,934 | LandEOYFMVAmt |
| Total Assets BOY | $40,910,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,100,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,100,879 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $320,165 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $217,056 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $72,850 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $72,850 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $16,468 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $184,090 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $409,483 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $473,996 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $33,372,636 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,369,778 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,127,968 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,257,105 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,500,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,626,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,910,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,100,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,500,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,163,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,735,146 | OtherIncreasesAmt |
| Subtotal | $47,399,276 | SubtotalAmt |
| Other Decreases | $6,772,393 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,626,883 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| LT CAPITAL GAIN ON LIMITED PARTNERSHIPS | P | $1,535,466 | $1,535,466 |
| ST CAPITAL GAIN ON LIMITED PARTNERSHIPS | P | $9,700 | $9,700 |
| LT CAPITAL GAIN ON SECURITIES | P | $7,346 | $7,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,552,512 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,700 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,679 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,679 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,679 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $43,679 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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.PRITZKERMILITARY.ORG | WebsiteAddressTxt |
| Individual With Books | LISA SLOAN | IndividualWithBooksNm |
| Phone | 2628007425 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10475 12TH STREET | AddressLine1Txt |
| City | KENOSHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53144 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| COLONEL IL JENNIFER N PRITZKER | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | FOUNDER, CHAIR, & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERTO BRAVO | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | INTERIM PRESIDENT (THRU 11/2024) | 30.00 | $143,994 | $39,534 | $200 |
| MARY F FALCON | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | SECRETARY & DIRECTOR (THRU 08/2024) | 1.00 | $0 | $0 | $0 |
| PHYLLIS BRUNT | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | SEC & DIR (AS OF 09/2024)/OPS MANAGER | 24.00 | $45,838 | $13,522 | $540 |
| SHARI KOEHLER | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | TREASURER & DIRECTOR (THRU 08/2024) | 1.00 | $0 | $0 | $0 |
| SUSAN RIFKIN | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIR / COO OF PHILANTHROPIC ACTIVITIES | 12.00 | $79,413 | $13,217 | $618 |
| BRIDGET ALTENBURG | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARLA KNOROWSKI | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR (THRU 07/2024) | 1.00 | $0 | $0 | $0 |
| CHARLES DALGELEISH | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR (AS OF 07/2024) | 1.00 | $0 | $0 | $0 |
| ELISABETH PENNIX | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GINNY NARSETE | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES MUKOYAMA | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR (THRU 05/2024) | 1.00 | $0 | $0 | $0 |
| JOHN ALLEN WILLIAMS | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR (THRU 06/2024) | 1.00 | $0 | $0 | $0 |
| JOSEPH HEINS | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LORY MANNING | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR (THRU 12/2024) | 1.00 | $0 | $0 | $0 |
| STEPHEN EVANS | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TERRELL ODOM | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN ROCHFORD | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR (THRU 03/2024) | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD SCHNEIDER | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | CONSULTANT | 40.00 | $206,000 | $0 | $0 |
| SUSAN ETTNER | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | SPECIAL-PROJECTS MAN | 40.00 | $152,090 | $23,023 | $7,425 |
| TERESITA AVILES BAILEY | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | ASSISTANT DIRECTOR O | 40.00 | $86,317 | $50,868 | $1,068 |
| APRIL SMITH-MILLER | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | DIRECTOR OF MARKETIN | 40.00 | $95,224 | $33,497 | $990 |
| KATHLEEN MCDONALD | ||||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | SENIOR DIR. STRATEGY | 40.00 | $55,106 | $4,635 | $1,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS SC-18650 | |||||
| W CORP DR STE 200 | BROOKFIELD | WI | 53045 | ACCOUNTING | $95,885 |
| GRANT THORNTON ADVISORS LLC | |||||
| 171 N CLARK ST SUITE 200 | CHICAGO | IL | 60601 | ACCOUNTING | $54,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,701,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,339,307 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,066,261 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,066,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $570,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,495,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,874,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,839,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $24,191 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,863,756 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2002-12-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $126,036 | Year3Amt |
| Total | $126,036 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $107,131 | Year3Amt |
| Total | $107,131 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,863,756 | CurrentYearAmt |
| Year1 | $3,547,555 | Year1Amt |
| Year2 | $4,985,198 | Year2Amt |
| Year3 | $5,091,095 | Year3Amt |
| Total | $15,487,604 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $1,100 | Year2Amt |
| Year3 | $3,583 | Year3Amt |
| Total | $4,683 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,863,756 | CurrentYearAmt |
| Year1 | $3,547,555 | Year1Amt |
| Year2 | $4,984,098 | Year2Amt |
| Year3 | $5,087,512 | Year3Amt |
| Total | $15,482,921 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,249,842 | CurrentYearAmt |
| Year1 | $1,212,473 | Year1Amt |
| Year2 | $1,261,732 | Year2Amt |
| Year3 | $995,901 | Year3Amt |
| Total | $4,719,948 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENERAL ADMISSION | Desc |
| Related Or Exempt Function Incm | $20,340 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $882 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $868,160 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
| Exclusion | $450 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,375 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,711,962 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $136,420 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$18,341 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| LP INCOME/LOSS | 901101 | -$117,744 | 01 | $200,398 |
| OTHER INCOME | 01 | $1,954 | ||
| SERVICE AGREEMENT REV. | $72,000 | |||
| TAX REFUND | 01 | $30,868 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$112,487 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,003,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,340 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,911,724 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | THE LIBRARY IS A NONPROFIT, NONPARTISAN CENTER FOR THE DISCUSSION OF ISSUES RELATED TO THE MILITARY. THE LIBRARY'S STATE-OF-THE-ART TECHNOLOGY AND BROADCAST CENTER HAVE ENABLED US TO SHARE AUTHOR TALKS AND PANELS ON MILITARY HISTORY AND NATIONAL AFFAIRS WITH AN INTERNATIONAL AUDIENCE FROM A DEBATE ON NATO'S MISSION, TO DISCUSSIONS WITH POWS AND MEDAL OF HONOR RECIPIENTS, TO A PANEL ON THE CHANGING ROLES OF WOMEN IN THE MILITARY, THE LIBRARY HAS ADDRESSED ISSUES THAT ARE RELEVANT AND IMPORTANT TO UNDERSTANDING THE IMPACT OF THE MILITARY IN TODAY'S SOCIETY. SINCE THE BEGINNING, LIBRARY PROGRAMS HAVE BEEN MADE AVAILABLE ONLINE AND BROADCAST ON PUBLIC TELEVISION. THEY ARE ALSO CURRENTLY BEING BROADCAST VIA LIVE WEBCAST AND PODCAST THROUGH ITUNES AND OTHER FEEDS. MEMBERSHIP REVENUE ALLOWS MEMBERS AN ANNUAL MEMBERSHIP TO THE LIBRARY, COLLECTION BORROWING PRIVILEGES, EARLY NOTIFICATION OF UPCOMING EVENTS NEWSLETTERS AND RECOGNITION DURING SPECIAL EVENTS AND LIVE WEBCASTS IN ADDITION TO MEMBER |
| 11A | PROGRAMMATIC SHARED SERVICE SUPPORT OF PEOPLE, MARKETING, AND OTHER SERVICES. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (37 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MR RUSSELL PERRY ANDERSON | |||||||
| 1 | 5134 N CUMBERLAND AVE 205 | NORRIDGE | IL | 60706 | $200,000 | Yes (X) | |
| ALBERT AND AUDREY RATNER HOUSEHOLD | |||||||
| 2 | 5150 THREE VILLAGE DR P-D | LYNDHURST | OH | 441243772 | $46,680 | Yes (X) | |
| THE ELIZABETH DOLE FOUNDATION | |||||||
| 3 | 600 NEW HAMPSHIRE AVE NW 1020 | WASHINGTON | DC | 20037 | $29,965 | Yes (X) | |
| CAPTAIN DAVE'S FOUNDATION | |||||||
| 4 | 505 N LAKE SHORE DR | CHICAGO | IL | 606113406 | $27,840 | Yes (X) | |
| NORWICH UNIVERSITY | |||||||
| 5 | 158 HARMON DRIVE | NORTHFIELD | VT | 05663 | $27,840 | Yes (X) | |
| MR WILLIAM PRITZKER | |||||||
| 6 | 104 S MICHIGAN AVE 1025 | CHICAGO | IL | 60603 | $25,000 | Yes (X) | |
| ROBERT AND MAYARI PRITZKER HOUSEHOLD | |||||||
| 7 | 150 S WACKER DR STE 2400 | CHICAGO | IL | 60606 | $23,590 | Yes (X) | Yes (X) |
| MS KATHERINE BUCKLER | |||||||
| 8 | 20 CUSTOM HOUSE STE 610 | BOSTON | MA | 02110 | $22,840 | Yes (X) | |
| PENFED FOUNDATION | |||||||
| 9 | 2930 EISENHOWER AVENUE SUITE 300 | ALEXANDRIA | VA | 22314 | $22,840 | Yes (X) | |
| KAREN PRITZKER AND MICHAEL VLOCK HOUSEHOLD | |||||||
| 10 | 948 MAIN STREET | BRANFORD | CT | 06405 | $22,840 | Yes (X) | |
| ANTHONY PRITZKER HOUSEHOLD | |||||||
| 11 | 110 N WACKER DRIVE STE 4350 | CHICAGO | IL | 60606 | $17,840 | Yes (X) | |
| ORTHOPEDIATRICS | |||||||
| 12 | 2850 FRONTIER DRIVE | WARSAW | IN | 46582 | $17,840 | Yes (X) | |
| THE NORTHERN TRUST COMPANY | |||||||
| 13 | 505 N LAKE SHORE DR | CHICAGO | IL | 606113406 | $17,840 | Yes (X) | |
| THE WENDE MUSEUM | |||||||
| 14 | 10808 CULVER BOULEVARD | CULVER CITY | CA | 90230 | $12,840 | Yes (X) | |
| MACLEAN-FOGG | |||||||
| 15 | 1000 ALLANSON RD | MUNDELEIN | IL | 600603804 | $12,840 | Yes (X) | |
| GOLDMAN SACHS & CO | |||||||
| 16 | 71 S WACKER DR STE 500 | CHICAGO | IL | 606064673 | $11,840 | Yes (X) | |
| ROBERT AND RAEANNE SARAZEN HOUSEHOLD | |||||||
| 17 | 2230 NORTH MAGNOLIA AVENUE | CHICAGO | IL | 60614 | $9,005 | Yes (X) | |
| LOYOLA UNIVERSITY CHICAGO | |||||||
| 18 | 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | $7,840 | Yes (X) | |
| GREAT LAKES NAVAL MUSEUM FOUNDATION | |||||||
| 19 | PO BOX 886307 | GREAT LAKES | IL | 600886307 | $7,840 | Yes (X) | |
| WARREN AVERETT | |||||||
| 20 | 2500 ACTON ROAD | VESTAVIA HILLS | AL | 35243 | $7,840 | Yes (X) | |
| ROGER AND BARBARA SCHULTZ HOUSEHOLD | |||||||
| 21 | 46910 GRISSOM ST | POTOMAC FALLS | VA | 20165 | $7,840 | Yes (X) | |
| DAVID AND BRENDA PELIZZON HOUSEHOLD | |||||||
| 22 | 49 WELLS RD | GRANBY | CT | 060351206 | $7,840 | Yes (X) | |
| PLANTE MORAN PLLC | |||||||
| 23 | 10 S RIVERSIDE PLZ STE 900 | CHICAGO | IL | 606063770 | $7,840 | Yes (X) | |
| STIFEL | |||||||
| 24 | 501 N BROADWAY | ST LOUIS | MO | 63012 | $7,840 | Yes (X) | |
| PEPPER CONSTRUCTION COMPANY | |||||||
| 25 | 643 N ORLEANS ST | CHICAGO | IL | 606543690 | $7,840 | Yes (X) | |
| MR CRAIG J DUCHOSSOIS | |||||||
| 26 | 444 W LAKE ST STE 2000 | CHICAGO | IL | 60606 | $7,840 | Yes (X) | |
| TAWANI FOUNDATION | |||||||
| 27 | 104 S MICHIGAN AVE 1025 | CHICAGO | IL | 60603 | $7,700 | Yes (X) | |
| PLEDGELING FOUNDATION | |||||||
| 28 | 2261 MARKET STREET 5055 | SAN FRANCISCO | CA | 94114 | $7,482 | Yes (X) | |
| COLONEL CHARLES KENNETH DALGLEISH | |||||||
| 29 | 713 MARSHALL RD | VIENNA | VA | 22180 | $6,910 | Yes (X) | |
| BRYAN RIGG | |||||||
| 30 | 15601 DALLAS PKWY SUITE 900 | ADDISON | TX | 75001 | $6,250 | Yes (X) | |
| MR JONATHAN VICTOR | |||||||
| 31 | 11150 SANTA MONICA BLVD SUITE 825 | SANTA MONICA | CA | 90025 | $5,340 | Yes (X) | |
| MR JOHN DEBLASIO | |||||||
| 32 | 447 WASHINGTON AVE | BRIDGEVILLE | PA | 15017 | $5,340 | Yes (X) | |
| THE DOUGHBOY FOUNDATION | |||||||
| 33 | 1455 PENNSYLVANIA AVENUE NW 400 | WASHINGTON | DC | 20004 | $5,000 | Yes (X) | |
| PENFED CREDIT UNION | |||||||
| 34 | 7940 JONES BRANCH DR | TYSONS | VA | 22102 | $5,000 | Yes (X) | |
| WILLIAM DONNELL AND CLAUDIA DALY HOUSEHOLD | |||||||
| 35 | 2332 N GENEVA TER | CHICAGO | IL | 60614 | $5,000 | Yes (X) | |
| GEICO MILITARY | |||||||
| 36 | 5260 WESTERN AVENUE | CHEVY CHASE | MD | 20815 | $5,000 | Yes (X) | |
| MILITARY WOMEN'S MEMORIAL | |||||||
| 37 | 200 NORTH GLEBE RD SUITE 400 | ARLINGTON | VA | 22203 | $5,000 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 7 | AUCTION ITEM | $750 | 2024-09-07 |
| 37 | AUCTION ITEM | $5,000 | 2024-09-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $166,330 | Amt |
| Net Investment Income | $37,968 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,968 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $119,854 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V | FormAndLineReferenceDesc |
| Medium Explanation | PRIVATE FOUNDATION STATUS TERMINATIONCOLONEL JAMES N. PRITZKER LIBRARY OF THE CITIZEN SOLDIER (THE "FOUNDATION") IS CURRENTLY IN THE 60-MONTH TERMINATION PERIOD AS PROVIDED BY SECTION 507(B)(1)(B). THE IRS HAS ISSUED THE FOUNDATION AN ADVANCE RULING DATED AUGUST 8, 2022, THAT THE FOUNDATION CAN REASONABLY BE EXPECTED TO MEET THE REQUIREMENTS OF SECTION 507(B)(1)(B)(I) DURING THE TERMINATION PERIOD, AS IT IS EXPECTED THAT THE FOUNDATION WILL LIKELY SATISFY THE REQUIREMENTS OF A PUBLIC CHARITY. THEREFORE, THE FOUNDATION DOES NOT HAVE A REQUIREMENT TO REMIT THE NET INVESTMENT EXCISE TAX AS CALCULATED ON LINE 9 OF PART V DURING THE 60-MONTH TERMINATION PERIOD, WHICH BEGINS JANUARY 1, 2022, AND ENDS DECEMBER 31, 2026. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $23,470 | EOYBookValueAmt |
| EOYFMV | $23,470 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN LPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $16,339,307 | BookValueAmt |
| EOYFMV | $16,339,307 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $93,191 | $74,052 | $19,139 | $19,139 |
| LEASEHOLD IMPROVEMENTS | $141,379 | $32,561 | $108,818 | $108,818 |
| EQUIPMENT | $145,877 | $69,162 | $76,715 | $76,715 |
| NETWORK AND SOFTWARE | $699,852 | $535,590 | $164,262 | $164,262 |
| ART EXHIBITS | $28,136 | $28,136 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $85,145 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $85,245 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $2,037,247 |
| LOSS ON DISPOSAL OF DONATED LEASE ASSET | $4,735,146 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EVENTS | $295,911 | $0 | $0 | $294,970 |
| INSURANCE | $190,822 | $0 | $0 | $211,742 |
| INFORMATION TECHNOLOGY | $47,390 | $0 | $0 | $49,792 |
| ADVERTISING AND PROMOTION | $39,652 | $0 | $0 | $38,158 |
| AMORTIZATION | $28,333 | $0 | $0 | $33,285 |
| OFFICE SUPPLIES | $18,015 | $0 | $0 | $18,181 |
| DUES AND SUBSCRIPTIONS | $14,120 | $0 | $0 | $15,483 |
| BANK & CREDIT CARD FEES | $13,395 | $0 | $0 | $13,229 |
| ARCHIVES AND EXHIBITS | $10,718 | $0 | $0 | $11,206 |
| OTHER EXPENSES | $10,633 | $0 | $0 | $12,195 |
| BOOKS & PUBLICATIONS | $5,642 | $0 | $0 | $11,890 |
| STORAGE | $1,687 | $0 | $0 | $1,687 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FUNDRAISING EVENTS | $136,420 | $0 | $136,420 |
| GENERAL ADMISSION | $20,340 | $20,340 | |
| LP INCOME/LOSS | $82,654 | $1,058,501 | $940,757 |
| OTHER INCOME | $1,954 | $0 | $1,954 |
| SERVICE AGREEMENT REV. | $72,000 | $0 | $72,000 |
| TAX REFUND | $30,868 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON DISPOSAL OF DONATED LEASE ASSET | Desc |
| Amt | $4,735,146 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED | Desc |
| BOY Book Value | $16,468 | BOYBookValueAmt |
| EOY Book Value | $184,090 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TEI MANAGEMENT FEES | $580,306 | $58,031 | $58,031 | $79,460 |
| INVESTMENT MGMT FEES - BPEA | $536,381 | $442,826 | $444,083 | $0 |
| TECHNOLOGY SERVICES | $97,825 | $0 | $97,825 | $1,769 |
| TPM MANAGEMENT FEES | $74,103 | $18,526 | $18,526 | $22,786 |
| CONSULTING SERVICE FEES | $40,238 | $0 | $40,238 | $8,680 |
| SECURITY SERVICES | $25,123 | $0 | $25,123 | $2,301 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 9 | CategoryTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE UBI TAXES | $1,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $193 | $193 | $193 |
Comments