WAYFARER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WAYFARER FOUNDATION (EIN 86-2088032)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349102466
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T12:50:57-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 | 862088032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYFARER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYF | BusinessNameControlTxt |
| Phone | 3125212607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 GREEN BAY RD 280 | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN I SAROWITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3125212607 | PhoneNum |
| Signature | 2025-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE PROSECKY | PreparerPersonNm |
| PTIN | P00967421 | PTIN |
| Phone | 8472345000 | PhoneNum |
| Preparation | 2025-10-23 | PreparationDt |
| 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 | $27,309,929 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,940 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $935,081 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $935,081 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $700,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $700,362 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $84,948 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $84,948 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$58,001 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,726,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,720,391 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,080 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $250,080 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,509,717 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,509,717 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $174,523 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $174,523 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $50,443 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $50,443 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,045 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,027,076 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $947,076 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $424,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $134,568 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $69,524 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $69,524 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $669,150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $669,150 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $489 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $489 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $858,053 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73,425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $784,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,071,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,558,219 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,912,892 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,912,892 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,984,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,471,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,257,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,497,442 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,885,281 | CashBOYAmt |
| Cash EOY | $15,657,754 | CashEOYAmt |
| Cash EOYFMV | $15,657,754 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $50,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $50,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,282,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,282,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,002,175 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,450,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,450,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,158,122 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $84,088 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,516,068 | LandBOYAmt |
| Land EOY | $2,074,034 | LandEOYAmt |
| Land EOYFMV | $2,150,000 | LandEOYFMVAmt |
| Total Assets BOY | $54,783,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,513,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,309,929 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25,989 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,157 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,157 | 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 | $54,757,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,499,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,757,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,499,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,783,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,513,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,757,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,257,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,499,781 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,499,781 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,814 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,814 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,448 | 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 | $37,448 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,634 | OverpaymentAmt |
| Applied To ES Tax | $16,634 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WAYFARERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JENNIFER WEIGEL | IndividualWithBooksNm |
| Phone | 3125212607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 GREEN BAY ROAD SUITE 280 | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN I SAROWITZ | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JUSTIN BALDONI | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CYNTHIA BARNES-SLATER | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | TREASURER | 1.00 | $0 | $0 | $0 |
| LAURA HERRICK | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | EXECUTIVE DIRECTOR | 40.00 | $250,080 | $7,764 | $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 |
|---|---|---|---|---|---|---|---|---|
| MARIA CARMEN PATLAN | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | CHIEF OF STAFF | 40.00 | $159,434 | $18,270 | $0 |
| CELESTE SMITH | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | SR PROGRAM DIRECTOR | 40.00 | $159,505 | $5,049 | $0 |
| KEVIN WILLIAMS | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | SR COMMUNICATIONS DI | 40.00 | $130,502 | $22,913 | $0 |
| RICHARD HAVARD | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | DIRECTOR OF PROGRAMS | 40.00 | $133,291 | $11,968 | $0 |
| HUSAYN ALLMART | ||||||||
| 1849 GREEN BAY ROAD STE 280 | HIGHLAND PARK | IL | 60035 | PROGRAM OFFICER | 40.00 | $103,306 | $28,701 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 9 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,506,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,001,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,238,287 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,747,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,747,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $641,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,105,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,105,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,105,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,814 | TotalTaxAmt |
| Distributable Before Adj | $2,084,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,084,478 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,084,478 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,471,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,471,111 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,084,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,356,221 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,276,729 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,830,930 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,463,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,471,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,084,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,386,633 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,850,513 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $61,850,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,356,221 | ExcessFromYear3Amt |
| Excess From Year2 | $10,276,729 | ExcessFromYear2Amt |
| Excess From Year1 | $20,830,930 | ExcessFromYear1Amt |
| Excess From Current Year | $26,386,633 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN I SAROWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A CALL TO MEN | ||||||||
| 250 MERRICK ROAD 813 | ROCKVILLE CENTRE | NY | 11570 | N/A | PC | GENERAL OPERATING SUPPORT | $105,000 | |
| ABDORRAHMAN BOROUMAND CENTER | ||||||||
| 3220 N STREET NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| ABRAHAMIC HOUSE | ||||||||
| 11222 SAINT MICHAELS DRIVE | DALLAS | TX | 75230 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| ALBANY PARK THEATER PROJECT | ||||||||
| 5100 N RIDGEWAY AVE | CHICAGO | IL | 60625 | N/A | PC | GENERAL OPERATING SUPPORT | $127,000 | |
| ALLIANCE FOR FELIX COVE | ||||||||
| 1625 CLAY STREET | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $57,000 | |
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | ||||||||
| 57 W 57TH ST STE 300 | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| BE THE HEALING | ||||||||
| 3519 NE 15TH AVE 277 | PORTLAND | OR | 97212 | N/A | PC | GENERAL OPERATING SUPPORT | $39,000 | |
| BIRTH DETROIT | ||||||||
| PO BOX 19727 | DETROIT | MI | 48219 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| BLACK HILLS AREA COMMUNITY FOUNDATION | ||||||||
| 243 FOUNDERS PARK DR STE 102 | RAPID CITY | SD | 57701 | N/A | PC | GENERAL OPERATING SUPPORT | $43,000 | |
| BLUE LAPIS LIGHT | ||||||||
| 10331 B OLD MANCHACA RD | AUSTIN | TX | 78748 | N/A | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| BOOKS AND BREAKFAST | ||||||||
| 419 GREENWOOD ST | EVANSTON | IL | 60201 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CENTER FOR MIND BODY MEDICINE | ||||||||
| 5225 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20015 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CENTER FOR NEIGHBORHOOD TECHNOLOGY | ||||||||
| 17 NORTH STATE STREET 1400 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| CENTER ON MODERNITY IN TRANSITION | ||||||||
| 616 SWIFT AVE | DURHAM | NC | 27701 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHEYENNE RIVER YOUTH PROJECT | ||||||||
| 701 4TH ST | EAGLE BUTTE | SD | 58625 | N/A | PC | GENERAL OPERATING SUPPORT | $170,547 | |
| CHICAGO CARES | ||||||||
| 1200 W 35TH ST | CHICAGO | IL | 60609 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CHILDREN'S THEATRE CENTER | ||||||||
| 134 POWER ST NO 3B | BROOKLYN | NY | 11211 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CHINLE PLANTING HOPE | ||||||||
| PO BOX 4119 | CHINLE | AZ | 86503 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CITY HOPE SAN FRANCISCO | ||||||||
| PO BOX 640959 | SAN FRANCISCO | CA | 94164 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| CLAIRE'S PLACE FOUNDATION | ||||||||
| 2110 ARTESIA BLVD BOX 819 | REDONDO BEACH | CA | 90278 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COHERENT DEVELOPMENT RESEARCH INSTITUTE | ||||||||
| 3751 37TH ST UNIT 10 | SAN DIEGO | CA | 92105 | N/A | PC | GENERAL OPERATING SUPPORT | $180,000 | |
| COUP COUNCIL | ||||||||
| 103-A NEW YORK AVE | RAPID CITY | SD | 57701 | N/A | PC | GENERAL OPERATING SUPPORT | $16,000 | |
| DEEPLY ROOTED PRODUCTIONS | ||||||||
| 17 NORTH STATE STREET | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| EPIC THEATRE CENTER INC | ||||||||
| 410 WEST 42ND STREET 4E1 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| EQUITICITY | ||||||||
| 1956 S HAMLIN AVE 3 | CHICAGO | IL | 60623 | N/A | PC | GENERAL OPERATING SUPPORT | $325,000 | |
| ESPRIT DES CONCERTS DBA THE JULIANI ENSEMBLE | ||||||||
| 1225 GREENLEAF ST | EVANSTION | IL | 60202 | N/A | PC | GENERAL OPERATING SUPPORT | $19,000 | |
| EUCHEE YUCHI LANGUAGE PROJECT | ||||||||
| 200 EAST 171ST ST SOUTH | GLENPOOL | OK | 74033 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| FAITH IN PLACE | ||||||||
| 5416 S CORNELL AVE | CHICAGO | IL | 60615 | N/A | PC | GENERAL OPERATING SUPPORT | $127,000 | |
| FEARLESS DIALOGUES | ||||||||
| 260 PEACHTREE STREET SUITE 1201 | ATLANTA | GA | 30303 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| FIRST ALASKANS INSTITUTE | ||||||||
| 606 E STREET STE 200 | ANCHORAGE | AK | 99501 | N/A | PC | GENERAL OPERATING SUPPORT | $140,000 | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| FREEDOM COMMUNITY CENTER | ||||||||
| 3450 OHIO AVE | ST LOUIS | MO | 63118 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| FRIENDS OF THE HIGHWOOD LIBRARY | ||||||||
| 50 HIGHWOOD AVE | HIGHWOOD | IL | 60040 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| GUITARS OVER GUNS ORGANIZATION INC | ||||||||
| 169 EAST FLAGLER ST | MIAMI | FL | 33131 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| HOPA MOUNTAIN | ||||||||
| 234 E BABCOCK ST SUITE E | BOZEMAN | MT | 59715 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| INDIGENOUS LIFE WAYS | ||||||||
| 2418 EAST HISTORIC HWY 66259 | GALLUP | NM | 87301 | N/A | PC | GENERAL OPERATING SUPPORT | $43,000 | |
| INNER CITY MUSLIM ACTION NETWORK | ||||||||
| 2744 W 63RD ST | CHICAGO | IL | 60629 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| JAZZ INSTITUTE OF CHICAGO | ||||||||
| 410 MICHIGAN AVE | CHICAGO | IL | 60605 | N/A | PC | GENERAL OPERATING SUPPORT | $94,000 | |
| JOB PATH | ||||||||
| 256 W 38TH ST 2ND FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LA CASA NORTE | ||||||||
| 3533 W NORTH AVE | CHICAGO | IL | 60647 | N/A | PC | GENERAL OPERATING SUPPORT | $126,500 | |
| LATINOS FOR EDUCATION | ||||||||
| 68 HARRISON AVE STE 605 PMB 91135 | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| LIDE FOUNDATION | ||||||||
| 5737 KANAN RD BOX 501 | AGOURA HILLS | CA | 91301 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LIGHTHOUSE FOUNDATION OF CHICAGOLAND | ||||||||
| 2335 N ORCHARD ST | CHICAGO | IL | 60614 | N/A | PC | GENERAL OPERATING SUPPORT | $148,000 | |
| LISTEN FIRST PROJECT | ||||||||
| 515 S MANGUM ST 5140 | DURHAM | NC | 27701 | N/A | PC | GENERAL OPERATING SUPPORT | $43,000 | |
| LOVE UNITY AND VALUES INSTITUTE | ||||||||
| 2097 S WABASH AVE 200 | CHICAGO | IL | 60616 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| MAHCHIWMINAHNAHTIK CHIPPEWA AND CREE LANGUAGE REVITALIZATION | ||||||||
| 278 ELKHORN ST | ELDER | MT | 59521 | N/A | PC | GENERAL OPERATING SUPPORT | $51,000 | |
| MAIA | ||||||||
| 1031 33RD ST | DENVER | CO | 80205 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| MANIDOO OGITIGAAN | ||||||||
| 102 FIRST STREET WEST 110 | BEMIDJI | MN | 56601 | N/A | PC | GENERAL OPERATING SUPPORT | $37,000 | |
| MIRACLE MESSAGES | ||||||||
| 5432 GEARY BLVD STE 896 | SAN FRANCISCO | CA | 94121 | N/A | PC | GENERAL OPERATING SUPPORT | $255,000 | |
| MNI WICHONI HEALTH CIRCLE | ||||||||
| 181 AGENCY AVE | FORT YATES | ND | 58538 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MONA FOUNDATION | ||||||||
| 14150 NE 20TH ST FL-527 | BELLEVUE | WA | 98007 | N/A | PC | GENERAL OPERATING SUPPORT | $650,000 | |
| MOSAIC YOUTH THEATRE OF DETROIT | ||||||||
| 2251 ANTIETAM | DETROIT | MI | 48207 | N/A | PC | GENERAL OPERATING SUPPORT | $43,000 | |
| NATIONAL CENTER FOR RACE AMITY | ||||||||
| 100 POWDER MILL RD STE 245 | ACTON | MA | 01720 | N/A | PC | GENERAL OPERATING SUPPORT | $74,000 | |
| NATIONAL SPIRITUAL ASSEMBLY OF THE BAHA'IS OF THE UNITED STATES | ||||||||
| 1233 CENTRAL STREET | EVANSTON | IL | 60231 | NN | PC | GENERAL OPERATING SUPPORT | $1,750,000 | |
| NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER INC | ||||||||
| 1301 WESTERN AVE | CINCINNATI | OH | 45203 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| NATIVE ACTION | ||||||||
| 3120 TERRACE DR | MISSOULA | MT | 59803 | N/A | PC | GENERAL OPERATING SUPPORT | $36,000 | |
| NEW COMMUNITY OUTREACH | ||||||||
| 3627 S COTTAGE GROVE AVE | CHICAGO | IL | 60653 | N/A | PC | GENERAL OPERATING SUPPORT | $54,000 | |
| NEW COMMUNITY PROJECT INC | ||||||||
| 63 WELLS AVE APT 2211 | YONKERS | NY | 10701 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| NEW ENGLAND CENTER FOR ARTS AND TECHNOLOGY | ||||||||
| 23 BRADSTON ST | BOSTON | MA | 02118 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| NEW ERA CREATIVE SPACE | ||||||||
| 113 OVERLOOK AVE | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $370,000 | |
| OAYE LUTA OKOLAKICIYE | ||||||||
| 937 EAST N ST | RAPID CITY | SD | 57701 | N/A | PC | GENERAL OPERATING SUPPORT | $85,000 | |
| ONE EARTH COLLECTIVE | ||||||||
| 805 LAKE STREET 177 | OAK PARK | IL | 60301 | N/A | PC | GENERAL OPERATING SUPPORT | $43,000 | |
| ORGANIC ONENESS | ||||||||
| 3120 S INDIANA 403 | CHICAGO | IL | 60616 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| PALENKE ARTS | ||||||||
| 1713 BROADWAY AVE | SEASIDE | CA | 93955 | N/A | PC | GENERAL OPERATING SUPPORT | $290,000 | |
| PARENT UNIVERSITY | ||||||||
| 7923 S PAXTON AVE | CHICAGO | IL | 60617 | N/A | PC | GENERAL OPERATING SUPPORT | $362,200 | |
| PARLIAMENT OF THE WORLD'S RELIGIONS | ||||||||
| 4422 N RAVENSWOOD | CHICAGO | IL | 60640 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PERIOD INC | ||||||||
| 2175 NW RALEIGH ST STE 110 | PORTLAND | OR | 97210 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| PIEGAN INSTITUTE | ||||||||
| 223 4TH AVE SW | BROWNING | MT | 59417 | N/A | PC | GENERAL OPERATING SUPPORT | $43,000 | |
| POMONA INLAND VALLEY MARTIN LUTHER KING JR PROJECT | ||||||||
| 1476 EDGEHILL DR | POMONA | CA | 91767 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| POSSIBILITY LABS | ||||||||
| 1410 FRANKLIN ST 135 | SAN FRANCISCO | CA | 94109 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| PROJECT I AM | ||||||||
| 7923 S PAXTON AVE | CHICAGO | IL | 60617 | N/A | PC | GENERAL OPERATING SUPPORT | $34,000 | |
| PUBLIC DEMOCRACY AMERICA | ||||||||
| 10001 GEORGETOWN PIKE 317 | GREAT FALLS | VA | 22066 | N/A | PC | GENERAL OPERATING SUPPORT | $26,000 | |
| PUBLIC NARRATIVE | ||||||||
| 1245 S MICHIGAN AVE | CHICAGO | IL | 60605 | N/A | PC | GENERAL OPERATING SUPPORT | $64,000 | |
| RAINBOWS FOR ALL CHILDREN | ||||||||
| 614 DEMPSTER ST STE C | EVANSTON | IL | 60202 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| ROOTS CONNECTED INC | ||||||||
| 9410 N CALLE LINDA | TUCSON | AZ | 85704 | N/A | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| RURAL AMERICA INITIATIVES | ||||||||
| 2112 S VALLEY DR | RAPID CITY | SD | 57703 | N/A | PC | GENERAL OPERATING SUPPORT | $128,000 | |
| SALTFIRE | ||||||||
| 6156 NE HIGHLAND BLVD | SUQUAMISH | WA | 98392 | N/A | PC | GENERAL OPERATING SUPPORT | $64,000 | |
| SERVICE LEARNING MICROSCHOOL ORGANIZATION INC | ||||||||
| 1950 VIRGINIA AVE | CLEARWATER | FL | 33763 | N/A | PC | GENERAL OPERATING SUPPORT | $26,000 | |
| SHARING SACRED SPACES | ||||||||
| 1044 NORTH STREET | GREENWICH | CT | 06831 | N/A | PC | GENERAL OPERATING SUPPORT | $43,000 | |
| SHOREFRONT NFP | ||||||||
| 2121 CHURCH ST | EVANSTION | IL | 60201 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SOGOREA TE LAND TRUST | ||||||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SOUTH DAKOTA EDUCATION EQUITY COALITION | ||||||||
| 6548 WEST ELMWOOD DR | BLACK HAWK | SD | 57718 | N/A | PC | GENERAL OPERATING SUPPORT | $90,000 | |
| TAHIRIH JUSTICE CENTER | ||||||||
| 6400 ARLINGTON BLVD | FALLS CHURCH | VA | 22042 | N/A | PC | GENERAL OPERATING SUPPORT | $340,000 | |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | ||||||||
| 200 BROADWAY 3RD FL | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| TESTIMONIES OF HOPE INC | ||||||||
| 2216 N BLANCHARD ST | DAVENPORT | IA | 52804 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| THE 100 HORSES WOMENS SOCIETY | ||||||||
| PO BOX 400 | DUPREE | SD | 57623 | N/A | PC | GENERAL OPERATING SUPPORT | $37,000 | |
| THE AMERICAN IRELAND FUND | ||||||||
| 200 PARK AVE FL 17 | NEW YORK | NY | 10066 | N/A | PC | GENERAL OPERATING SUPPORT | $57,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| THE CURRENT PROJECT | ||||||||
| 45 WEST 139TH ST APT 8N | NEW YORK | NY | 10037 | N/A | PC | GENERAL OPERATING SUPPORT | $58,000 | |
| THE HOPI FOUNDATION | ||||||||
| 110 MAIN ST | KYKOTSMOVI VILLAGE | AZ | 86039 | N/A | PC | GENERAL OPERATING SUPPORT | $92,000 | |
| THE POLICY ACADEMIES | ||||||||
| 740 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| THE WORKERS LAB | ||||||||
| 1111 BROADWAY FL 3 | OAKLAND | CA | 94607 | N/A | PC | GENERAL OPERATING SUPPORT | $175,000 | |
| THIRD SECTOR NEW ENGLAND INC | ||||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| TRUE STAR FOUNDATION | ||||||||
| 4655 S KING DR | CHICAGO | IL | 60653 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| UNION THEOLOGICAL SEMINARY | ||||||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| UNITY IN MOTION | ||||||||
| PO BOX 511131 | MILWAUKEE | WI | 53203 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY | ||||||||
| 1716 E FRANKLIN ST | RICHMOND | VA | 23223 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WABANAKI CULTURAL PRESERVATION COALITION NIBEZUN | ||||||||
| PO BOX 387 | OLD TOWN | ME | 04468 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WHITE PONY EXPRESS | ||||||||
| 2470 BATES AVENUE STE D | CONCORD | CA | 94520 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| WOMEN'S VOICES NOW | ||||||||
| 46-E PENINSULA CENTER | ROLLING HILLS ESTATES | CA | 90291 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WORLD FEDERALIST MOVEMENT INSTITUTE FOR GLOBAL POLICY | ||||||||
| 5 THOMAS CIRCLE NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $205,000 | |
| WOZU | ||||||||
| 7039 HIGHWAY 1806 | CANNON BALL | ND | 58528 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| YOU MATTER 2 | ||||||||
| 2218 HUTCHINSON RD RM 22 | FLOSSMOOR | IL | 60422 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| ABOVE AND BEYOND FRC | ||||||||
| 2942 W LAKE ST | CHICAGO | IL | 60612 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | ||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $131,777 | |
| AMERICANS FOR OXFORD | ||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| AUBURN THEOLOGICAL SEMINARY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 438 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BAPTIST JOINT COMMITTEE | ||||||||
| 200 MARYLAND AVE NE 302 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BLACK PARENT INITIATIVE | ||||||||
| 901 NORTHEAST GLISAN STREET STE 250 | PORTLAND | OR | 97232 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BOYS HOPE GIRLS HOPE OF ILLINOIS | ||||||||
| 1100 LARAMIE AVENUE | WILMETTE | IL | 60091 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BRAVER ANGELS INC | ||||||||
| 733 3RD AVENUE FL 16 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CAMINAR LATINO | ||||||||
| 2800 SHALLOWFORD ROAD | ATLANTA | GA | 30341 | N/A | PC | GENERAL OPERATING SUPPORT | $37,500 | |
| CATAPULT GREATER PITTSBURGH | ||||||||
| 100 NORTH SHERIDAN AVENUE SHERIDAN | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | SQUARE 4TH FLOOR |
| CENTER FOR RESEARCH IN EDUCATION FOR DEVELOPMENT | ||||||||
| 7369 WESTPORT PLACE | WEST PALM BEACH | FL | 33413 | N/A | PC | GENERAL OPERATING SUPPORT | $203,000 | |
| CHHAMH 6453 NPF | ||||||||
| 1051 WEST BELMONT AVENUE | CHICAGO | IL | 60657 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| CHILDREN'S THEATER COMPANY | ||||||||
| 526 WEST 26TH STREET NO 1012 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COLLECTIVE CHANGE LAB INC | ||||||||
| 600 GOODRICH FOUR CORNERS | NORWICH | VT | 05055 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COMMUNITY ALLIANCE FOR LEARNING WRITERCOACH CONNECTION | ||||||||
| 2023 CHANNING WAY | BERKLEY | CA | 94704 | N/A | PC | GENERAL OPERATING SUPPORT | $130,000 | |
| EMBRACE RACE PROTEUS FUND | ||||||||
| 244 MADISON AVENUE PO BOX 412 | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| FAITH MATTERS NETWORK COLLABORATIVE | ||||||||
| 100 POWELL PLACE 1580 | NASHVILLE | TN | 37204 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| FETZER INSTITUTE | ||||||||
| 9292 W KI AVE | KALAMAZOO | MI | 49009 | N/A | PC | GENERAL OPERATING SUPPORT | $210,000 | |
| FRIENDS OF GIVAT HAVIVA INC | ||||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $270,000 | |
| GLOBAL IMPACT | ||||||||
| 1199 NORTH FAIRFAX STREET SUITE 300 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HISPANICS IN PHILANTHROPY | ||||||||
| 548 MARKET ST 60300 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT | $180,000 | |
| HORACE HOLLEY FOUNDATION | ||||||||
| 1233 CENTRAL STREET | EVANSTON | IL | 60201 | N/A | PC | GENERAL OPERATING SUPPORT | $4,500,000 | |
| IINA NANOSEE HOGHAN | ||||||||
| 67 N LOGAN ST D2 | DENVER | CO | 80203 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ILLINOIS ACTION FOR CHILDREN | ||||||||
| 4753 N BROADWAY 1ST FLOOR | CHICAGO | IL | 60640 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| IMAGINE ENGLEWOOD IF | ||||||||
| 6407 S HONORE ST | CHICAGO | IL | 60636 | N/A | PC | GENERAL OPERATING SUPPORT | $37,500 | |
| INDIVISIBLE ARTS | ||||||||
| 618 CYPRESS AVE | HERMOSA BEACH | CA | 90254 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| INTONATION MUSIC WORKSHOP | ||||||||
| 4434 SOUTH LAKE PARK AVENUE SUITE | CHICAGO | IL | 60629 | N/A | PC | GENERAL OPERATING SUPPORT | $158,993 | 110 |
| JAMES B MORAN CENTER FOR YOUTH ADVOCACY | ||||||||
| 1900 DEMPSTER STREET SUITE A | EVANSTON | IL | 60605 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JESSYE NORMAN SCHOOL OF ARTS | ||||||||
| 739 GREENE STREET | AUGUSTA | GA | 30901 | N/A | PC | GENERAL OPERATING SUPPORT | $90,000 | |
| JOURNALISM FOR CHANGE INC | ||||||||
| 901 NORTH GLEBE ROAD 5TH FLOOR | ARLINGTON | VA | 22203 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| KAEHU | ||||||||
| 600 WAIEHU BEACH ROAD UNIT E | WAILUKU | HI | 96793 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LEARNING TO IMPACT | ||||||||
| 5965 VILLAGE WAY SUITE 105-132 | SAN DIEGO | CA | 92130 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| LIFE PIECES TO MASTERPIECES INC | ||||||||
| 5600 EADS STREET NE 4TH FLOOR | WASHINGTON | DC | 20019 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LOGAN SQUARE NEIGHBORHOOD ASSOCIATION | ||||||||
| 2840 N MILWAUKEE AVE | CHICAGO | IL | 60618 | N/A | PC | GENERAL OPERATING SUPPORT | $170,125 | |
| MIDDLE EASTERN IMMIGRANT REFUGEE ALLIANCE | ||||||||
| 6420 N CALIFORNIA AVE UPPER A | CHICAGO | IL | 60645 | N/A | PC | GENERAL OPERATING SUPPORT | $37,500 | |
| NACA INSPIRED SCHOOLS NETWORK | ||||||||
| PO BOX 40334 | ALBUQUERQUE | NM | 87196 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| NIYAKE YUZA YOUTH SERVICES | ||||||||
| 509 2ND AVE WEST | MCLAUGHLIN | SD | 57642 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| OIKOS INSTITUTE FOR SOCIAL IMPACT | ||||||||
| 5113 SOUTH HARPER AVENUE SUITE 2C | CHICAGO | IL | 60615 | N/A | PC | GENERAL OPERATING SUPPORT | $94,000 | |
| ONE LAWNDALE CHILDREN'S DISCOVERY CENTER | ||||||||
| 333 WEST WACKER DRIVE SUITE 1700 | CHICAGO | IL | 60606 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PARENTS OF CHILDREN WITH ALL SPECIAL NEEDS | ||||||||
| 7449 RESEDA BOULEVARD | LOS ANGELES | CA | 91335 | N/A | PC | GENERAL OPERATING SUPPORT | $156,000 | |
| POLICY IMPACT | ||||||||
| 127 UNIVERSITY AVENUE | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $59,000 | |
| PROTEUS FUND | ||||||||
| 244 MADISON AVENUE PO BOX 412 | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $225,000 | |
| REDRESS MOVEMENT | ||||||||
| 502 LAMBERS COVE ROAD | WEST TISBURY | MA | 02575 | N/A | PC | GENERAL OPERATING SUPPORT | $160,000 | |
| REPARATIONS MEDIA NFP | ||||||||
| 5555 N SHERIDAN RD STE 1209 | CHICAGO | IL | 60640 | N/A | PC | GENERAL OPERATING SUPPORT | $32,000 | |
| RISE AND REMEMBER | ||||||||
| 3501 CHICAGO AVE | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATING SUPPORT | $140,000 | |
| ROBERTS FAMILY DEVELOPMENT CENTER | ||||||||
| 770 DARINA AVE | SACRAMENTO | CA | 95821 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SALISH SCHOOL OF SPOKANE | ||||||||
| 4125 N MAPLE STREET | SPOKANE | WA | 99205 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SAWALMEM | ||||||||
| 14840 BEAR MOUNTAIN ROAD | REDDING | CA | 96003 | N/A | PC | GENERAL OPERATING SUPPORT | $132,000 | |
| SOLHEALTH CORP | ||||||||
| 22 CLARK ROAD | ELIOT | ME | 03903 | N/A | PC | GENERAL OPERATING SUPPORT | $43,000 | |
| SOUTHSIDE BLOOMS | ||||||||
| 6439 SOUTH PEORIA STREET | CHICAGO | IL | 60621 | N/A | PC | GENERAL OPERATING SUPPORT | $170,000 | |
| STARTING OVER INC | ||||||||
| 6355 RIVERSIDE AVENUE | RIVERSIDE | CA | 92506 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TARGET MARGIN THEATER | ||||||||
| 232 52ND STREET | BROOKLYN | NY | 11220 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||
| 28392 NETWORK PLACE | CHICAGO | IL | 60673 | N/A | PC | GENERAL OPERATING SUPPORT | $115,000 | |
| THE CHICAGO DEFENDER CHARITIES INC | ||||||||
| 700 E OAKWOOD BLVD 5TH FLOOR | CHICAGO | IL | 60673 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE COMMUNITY SERVICE CARE INC | ||||||||
| 36 PERKINS STREET | BOSTON | MA | 02130 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE EVOLVED NETWORK NFP | ||||||||
| 6209 SOUTH ELLIS AVENUE APT A | CHICAGO | IL | 60637 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE GRAY MATTER EXPERIENCE | ||||||||
| 20 NORTH WACKER DRIVE SUITE 1200 | CHICAGO | IL | 60606 | N/A | PC | GENERAL OPERATING SUPPORT | $37,500 | |
| THE NO MORE FOUNDATION | ||||||||
| 195 MAPLEWOOD AVENUE STE 381 | MAPLEWOOD | NJ | 07040 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE ON BEING PROJECT | ||||||||
| 2190 HOYT AVENUE WEST | SAINT PAUL | MN | 55108 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TIDES CENTER | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| TRANSFORM CAPITAL | ||||||||
| 31110 REIGATE LANE | LIBERTYVILLE | IL | 60048 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WEBB SQUARED | ||||||||
| 120 MOSAIC BOULEVARD SUITE 200-22 | PITTSBORO | NC | 27312 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MOVEMENT STRATEGY CENTER | ||||||||
| 1625 CLAY ST FLOOR 6 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,912,892 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $935,081 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $700,362 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$58,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,577,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,577,442 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEVEN I SAROWITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 GREEN BAY ROAD SUITE 280 | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $30,045 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,045 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2023-08-09 | $1,380,632 | $14,564 | SL | 39.000000000000 | $35,401 | $35,401 |
| FURNITURE & FIXTURES | 2024-03-13 | $99,050 | SL | 5.000000000000 | $16,508 | $16,508 | |
| BUILDING IMPROVEMENTS | 2024-06-30 | $528,439 | SL | 15.000000000000 | $17,615 | $17,615 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 15,000 SHS PAYLOCITY STOCK | StockNm |
| EOY Book Value | $3,282,150 | EOYBookValueAmt |
| EOYFMV | $3,002,175 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAHIA HONEY LOAN RECEIVABLE | FMV | $200,000 | $200,000 |
| BRILLIANT LABS SAFE INVESTMENT | FMV | $3,000,000 | $3,000,000 |
| COLOURS | FMV | $250,000 | $250,000 |
| SUGARDOH | FMV | $1,500,000 | $1,500,000 |
| TINY SOULS CONVERTIBLE NOTE | FMV | $1,500,000 | $1,500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $50,443 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,443 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $112,279 | $0 | $112,279 |
| OFFICE SUPPLIES | $42,275 | $0 | $42,275 |
| OFFICE EXPENSES | $147,275 | $0 | $147,275 |
| MARKETING | $166,816 | $0 | $166,816 |
| STIPENDS | $24,319 | $0 | $24,319 |
| SOFTWARE SUBSCRIPTIONS | $96,532 | $0 | $96,532 |
| MEALS | $66,918 | $0 | $66,918 |
| PAYROLL PROCESSING FEES | $8,214 | $0 | $8,214 |
| MANAGEMENT FEES | $120,000 | $0 | $120,000 |
| ADMINISTRATIVE FEES | $380 | $380 | $0 |
| REPAIRS AND MAINTENANCE | $6,465 | $6,465 | $0 |
| MANAGEMENT FEES | $8,643 | $8,643 | $0 |
| UTILITIES | $9,080 | $9,080 | $0 |
| PROPERTY TAXES | $48,527 | $48,527 | $0 |
| OTHER EXPENSES | $330 | $330 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| REAL ESTATE TAX CREDIT | $25,989 | $0 |
| CREDIT CARD PAYABLES | $0 | $14,157 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER | $867,076 | $0 | $867,076 |
| INVESTMENT COMMITTEE FEES | $160,000 | $80,000 | $80,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN I SAROWITZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 GREEN BAY ROAD SUITE 280 | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $134,568 | $0 | $134,568 |
| FEDERAL EXCISE TAXES | $290,000 | $0 | $0 |
Comments