BETA

PWB FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PWB FOUNDATION (EIN 83-2597810)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349103587
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)
Return2025-11-17T13:51:04-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH SIXTH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832597810EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PWB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPWBFBusinessNameControlTxt
Phone4155494970PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 LETTERMAN DRIVE SUITE C4-420AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES SCHWABAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4155494970PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH REDDENPreparerPersonNm
PTINP00898534PTIN
Phone6123974000PhoneNum
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$365,982,456FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,626,939DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,626,939DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,222,210NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,000,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,222,210CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,849,149TotalRevAndExpnssAmt
Total Net Invst Incm$14,849,149TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,095LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,095LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,270AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,941AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$22,330AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$827,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$102,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$525,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$909,931TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$596OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$571OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,766,892TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$105,941TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$550,996TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,266,892TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$105,941TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,050,996TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,417,743ExcessRevenueOverExpensesAmt
Net Investment Income$14,743,208NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,897,927CashBOYAmt
Cash EOY$1,938,513CashEOYAmt
Cash EOYFMV$1,938,513CashEOYFMVAmt
Acct Rcvbl$295,070AcctRcvblAmt
Acct Rcvbl BOY$298,493AcctRcvblBOYAmt
Acct Rcvbl EOY$295,070AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$295,070AcctRcvblEOYFMVAmt
Corporate Stock BOY$321,573,588CorporateStockBOYAmt
Corporate Stock EOY$363,748,873CorporateStockEOYAmt
Corporate Stock EOYFMV$363,748,873CorporateStockEOYFMVAmt
Total Assets BOY$323,770,008TotalAssetsBOYAmt
Total Assets EOY$365,982,456TotalAssetsEOYAmt
Total Assets EOYFMV$365,982,456TotalAssetsEOYFMVAmt
Accounts Payable BOY$525,000AccountsPayableBOYAmt
Accounts Payable EOY$725,025AccountsPayableEOYAmt
Other Liabilities BOY$1,382,589OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,086,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,907,589TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,811,025TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$321,862,419NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$363,171,431NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$321,862,419TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$363,171,431TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$323,770,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$365,982,456TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$321,862,419TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,417,743ExcessRevenueOverExpensesAmt
Other Increases$50,726,755OtherIncreasesAmt
Subtotal$363,171,431SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$363,171,431TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MFO VANGUARD INSTL INDEX FD SH BEN INTP2024-03-14$14,163,645$11,782,633$2,381,012$2,381,012
CAPITAL GAIN DISTRIBUTIONP2024-12-31$3,668,627$3,668,627
MFO VANGUARD INSTL INDEX FD SH BEN INTP2024-03-14$8,836,355$7,663,784$1,172,571$1,172,571
FieldValueIRS element (for citing)
Capital Gain Net Income$7,222,210CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$204,931InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$204,931SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$204,931TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$238,411EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$210,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$448,411TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$243,480OverpaymentAmt
Applied To ES Tax$243,480AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTAO CAPITAL PARTNERS LLCIndividualWithBooksNm
Phone4155494970PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 LETTERMAN DRIVE SUITE C4-420AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94129ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ISAAC E PRITZKER
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129DIRECTOR AND CEO1.00$0$0$0
JOSEPH B PRITZKER
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129DIRECTOR AND CHAIRMAN1.00$0$0$0
JACOB N PRITZKER
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129DIRECTOR AND PRESIDENT1.00$0$0$0
JAMES SCHWABA
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129TREASURER1.00$0$0$0
LORI D MILLS
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129VICE PRESIDENT1.00$0$0$0
AMY FREIDINGER
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129SECRETARY1.00$0$0$0
ALEX HABER
1 LETTERMAN DR SUITE C4-420SAN FRANCISCOCA94129MANAGING DIRECTOR30.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TAO RISING LLC
1 LETTERMAN DRIVE SUITE C4-420SAN FRANCISCOCA94129CONSULTING AND GRANTMAKING SERVICES$725,000
ASSET CONSULTINGS GROUP
231 SOUTH BEMISTON AVENUEST LOUISMO63105PHILANTHROPIC ADVISORY$100,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$342,803,612AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,625,935AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$295,070FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$351,724,617TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$351,724,617AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,275,869CashDeemedCharitableAmt
Net Vl Noncharitable Assets$346,448,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,322,437MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,322,437MinimumInvestmentReturnAmt
Tax Based On Investment Income$204,931TaxBasedOnInvestmentIncomeAmt
Total Tax$204,931TotalTaxAmt
Distributable Before Adj$17,117,506DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,117,506DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,117,506DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,050,996ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,050,996QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,117,506DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$180,275ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,980,875ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,846,725ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,007,875TotalExcessDistributionCyovAmt
Qualifying Distributions$23,050,996QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,117,506AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,933,490RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,941,365TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,941,365ExcessDistriCyovToNextYrAmt
Excess From Year4$180,275ExcessFromYear4Amt
Excess From Year2$2,980,875ExcessFromYear2Amt
Excess From Year1$2,846,725ExcessFromYear1Amt
Excess From Current Year$5,933,490ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerISAAC E PRITZKERContributingManagerNm
Contributing ManagerJOSEPH B PRITZKERContributingManagerNm
Contributing ManagerJACOB N PRITZKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VANGUARD CHARITABLE FUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9509AddressLine1Txt
CityWARWICKCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028899509ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$22,500,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,500,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,626,939ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,222,210ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,849,149ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,849,149TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$26,270Amt
Net Investment Income$3,941NetInvestmentIncomeAmt
Disbursements Charitable Prps$22,330DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VI-B LINE 1(A) (3)FormAndLineReferenceDesc
Medium ExplanationLINE 1A (3) OF PART VI-B IS ANSWERED YES. TAO CAPITAL PARTNERS LLC,AN ENTITY OWNED BY ISAAC E. PRITZKER, JOSEPH B. PRITZKER, JACOB N.PRITZKER AND THEIR FAMILY, PROVIDED ACCOUNTING AND TAX SERVICES TO THEPWB FOUNDATION WITHOUT CHARGE.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PIMCO SHORT ASSET INV FUND$64,294,707$64,294,707
VANGUARD 500 INDEX FUND$299,454,166$299,454,166

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,095LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,095DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES AND PERMITS$400$0$400
REPRESENTATION FEES$171$0$171
ANNUAL REPORT$25$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$50,726,755Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAXESDesc
BOY Book Value$1,382,589BOYBookValueAmt
EOY Book Value$2,086,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$100,000$100,000$0
PORTFOLIO EXPENSE$2,000$2,000$0
CONSULTING FEE$725,000$0$525,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL/STATE TAXESCategoryTxt
Amt$909,931Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.