Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Walder Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

46-4092041
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$275,878,399J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 16,835 16,834  
4 Dividends and interest from securities... 4,547,876 4,522,776  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,566,229
b Gross sales price for all assets on line 6a 60,395,069
7 Capital gain net income (from Part IV, line 2)... 6,529,715
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 11,130,940 11,069,325  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 146,757     146,757
14 Other employee salaries and wages...... 1,375,277     1,375,277
15 Pension plans, employee benefits....... 345,426     345,426
16a Legal fees (attach schedule)......... Click to see attachment 431,759 0 0 431,759
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 1,347,537 733,184   610,254
17 Interest............... 116,339 115,583    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 241,319 6,592    
19 Depreciation (attach schedule) and depletion... Click to see attachment 165,539   0
20 Occupancy.............. 230,496     230,496
21 Travel, conferences, and meetings....... 6,850     6,850
22 Printing and publications.......... 2,542     2,542
23 Other expenses (attach schedule)....... Click to see attachment 203,904 2,461   201,429
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,613,745 857,820 0 3,350,790
25 Contributions, gifts, grants paid....... 25,356,980 25,320,980
26 Total expenses and disbursements. Add lines 24 and 25 29,970,725 857,820 0 28,671,770
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,839,785
b Net investment income (if negative, enter -0-) 10,211,505
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,245,974 7,952,574 7,952,574
3 Accounts receivable bullet13,528
Less: allowance for doubtful accounts bullet   27,678 13,528 13,528
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 46,209,516 Click to see attachment36,910,901 37,552,103
b Investments—corporate stock (attach schedule)....... 127,498,500 Click to see attachment123,253,959 180,717,029
c Investments—corporate bonds (attach schedule)....... 44,667,203 Click to see attachment46,751,566 48,573,897
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet1,475,208
Less: accumulated depreciation (attach schedule) bullet405,940 1,234,807 Click to see attachment1,069,268 1,069,268
15 Other assets (describe bullet) 360,000    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 225,243,678 215,951,796 275,878,399
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment3,001,458 Click to see attachment12,549,361
23 Total liabilities (add lines 17 through 22)......... 3,001,458 12,549,361
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 222,242,220 203,402,435
29 Total net assets or fund balances (see instructions)..... 222,242,220 203,402,435
30 Total liabilities and net assets/fund balances (see instructions). 225,243,678 215,951,796
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
222,242,220
2
Enter amount from Part I, line 27a .....................
2
-18,839,785
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
203,402,435
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
203,402,435
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b ALLOCATED TO UBTI-ACQ INDEBTEDNESS      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 60,395,069   53,828,840 6,566,229
b       -36,514
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       6,566,229
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,529,715
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 141,940
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 141,940
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 108,109
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 37,100
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 145,209
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 6
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,263
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,263 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, IL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Kate CoughlinClick to see attachment Treas
    13.0     		95,103 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jeffrey L SweetClick to see attachment VP, Treas**
    11.0     		51,654 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Elizabeth WalderClick to see attachment Pres, Sec, Dir
    30.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Joseph WalderClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Sandra Laney SR PROGRAM DIRECTOR
    40.0     		228,525 24,667  
    5215 OLD ORCHARD RD STE 1050
    SKOKIE,IL60077
    MEAGAN LEARY SR PROGRAM DIRECTOR
    40.0     		177,700 33,254  
    5215 OLD ORCHARD RD STE 1050
    SKOKIE,IL60077
    Juliana Kerr SR PROGRAM DIRECTOR
    40.0     		171,800 33,333  
    5215 OLD ORCHARD RD STE 1050
    SKOKIE,IL60077
    JACK WESTWOOD SR PROGRAM OFFICER
    40.0     		131,006 12,053  
    5215 OLD ORCHARD RD STE 1050
    SKOKIE,IL60077
    BRITTANY ANDERSEN SR GRANTS MANAGER
    40.0     		122,231 34,982  
    5215 OLD ORCHARD RD STE 1050
    SKOKIE,IL60077
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    William Blair & Company LLC Investment Mgmt 737,283
    150 North Riverside Plaza
    CHICAGO,IL60606
    McDermott Will & Emery LLP Legal 427,308
    PO Box 1675
    Carol Stream,IL601326043
    Foundation Source Administrative 97,536
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Foresight Design Initiative Philanthropic 79,829
    4619 N Ravenswood Suite 305
    Chicago,IL60640
    New Venture Fund Philanthropic 75,000
    1828 L Street NW Ste 300-a
    WASHINGTON,DC20036
    Total number of others receiving over $50,000 for professional services.............bullet1
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 CHICAGO TAKES 10 - NEW VIRTUAL PERFORMANCE SERIES INTENDED TO PROVIDE SUPPORT TO PERFORMING ARTISTS AND ARTS ORGANIZATIONS DURING PANDEMIC. ARTISTS RECEIVE STIPENDS. 187,960
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    265,069,799
    b
    Average of monthly cash balances.......................
    1b
    754,390
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    265,824,189
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    1,174,079
    3
    Subtract line 2 from line 1d.........................
    3
    264,650,110
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,969,752
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    260,680,358
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    13,034,018
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    13,034,018
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    141,940
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    10,550
    c
    Add lines 2a and 2b............................
    2c
    152,490
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,881,528
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    360,000
    5
    Add lines 3 and 4............................
    5
    13,241,528
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    13,241,528
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 13,241,528
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 16,781,818
    f Total of lines 3a through e ........ 16,781,818
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 28,671,770
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 13,241,528
    e Remaining amount distributed out of corpus 15,430,242
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 32,212,060
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		32,212,060
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 16,781,818
    e Excess from 2021.... 15,430,242
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Elizabeth Walder
    Joseph Walder
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    3Arts Inc
    200 W Madison St Floor 3
    Chicago,IL60607     		N/A PC 3Arts Awards Presenting Partnership 125,000
    Academy for Global Citizenship Charter School
    4647 West 47th Street
    Chicago,IL60632     		N/A PC Catalyst Southwest: Integrating Nature-Based Strategies into Net-positive water solutions for chicago 200,000
    African American Arts Alliance of Chicago
    4450 N Clark St
    Chicago,IL60640     		N/A PC Supporting Salary of the Executive Director 40,000
    Alianza Americas
    PO Box 23491
    Chicago,IL60623     		N/A PC Transforming Human Connections: Reimagining Strategies for Immigrant Justice 67,500
    American Friends of Hala
    co Fred P Schwartz ESQ POB 181
    Cleveland Heights,OH44118     		N/A PC Two Service Agreements for Two Tomosynthesis Units 100,000
    American Friends of Hala
    co Fred P Schwartz ESQ POB 181
    Cleveland Heights,OH44118     		N/A PC Accounts Payable Reduction via Repayment of Service Providers 130,000
    Ann & Robert H Lurie Children's Hospital of Chica
    225 East Chicago Ave Box 271
    Chicago,IL60611     		N/A PC Surveillance, Transmission Dynamics and Disparities of COVID-19 among Chicago Children 542,386
    Artists' Cooperative Residency and Exhibitions Pro
    2439 S Oakley St
    Chicago,IL60608     		N/A PC Chicago Arts Census 50,000
    Asian Improv aRts Midwest
    4427 N Clark St
    Chicago,IL60640     		N/A PC Advancing Cultural Equity 60,000
    Associated Talmud Torahs of Chicago
    3531 Madison Street
    Skokie,IL60076     		N/A PC Research Project Focused on Teacher Recruitment and Retention Challenges in Orthodox Schools in Chicago 25,000
    Associated Talmud Torahs of Chicago
    3531 Madison Street
    Skokie,IL60076     		N/A PC REACH Program 50,000
    Audience Architects NFP (dba See Chicago Dance)
    co Harris Theater 205 E Randolph
    Chicago,IL60601     		N/A PC Chicago Takes 10 15,000
    Audience Architects NFP (dba See Chicago Dance)
    co Harris Theater 205 E Randolph
    Chicago,IL60601     		N/A PC Chicago Takes 10 10,000
    Audience Architects NFP (dba See Chicago Dance)
    co Harris Theater 205 E Randolph
    Chicago,IL60601     		N/A PC Dance for the Screen Project 75,000
    Bader Hillel High Inc
    6789 N Green Bay Ave
    Glendale,WI53209     		N/A PC General Operating Support 36,000
    Bais Medrash Torah Vtfilah
    PO Box 59151
    Chicago,IL60659     		N/A PC Skokie Mikvah Complete Renovation 75,000
    Beyond Legal Aid
    17 North State Street
    Chicago,IL60602     		N/A PC Community-Located, Community-Operated, and Community-Directed Legal Aid 72,500
    BIG NFP
    6011 S St Lawrence Avenue
    Chicago,IL60637     		N/A PC BIG Phase l: Integrated Water, Ecology, and Utility Hub Plan for West Woodlawn 50,000
    Bipartisan Policy Center
    1225 Eye St NW Ste 1000
    Washington,DC20005     		N/A PC Immigration and Cross-Border Policy Project 50,000
    Black Ensemble Theater
    4450 N Clark
    Chicago,IL60640     		N/A PC Refocus - Reshape - Rebuild Toward Community and Healing 100,000
    Blair Thomas & Company
    410 South Michigan Avenue Ste 501
    Chicago,IL60605     		N/A PC Deepening Virtual Audience Engagement for The International Puppet Theater Festival 125,000
    Board of Trustees of the University of Illinois
    506 S Wright Street
    Urbana,IL61801     		N/A PC From Science to Nature-Based Solutions in the Chicago region 194,542
    Board of Trustees of the University of Illinois
    506 S Wright Street
    Urbana,IL61801     		N/A PC Climate Data for Solutions: A Focus on National to chicago 166,961
    Board of Trustees of the University of Illinois
    506 S Wright Street
    Urbana,IL61801     		N/A PC Depave Chicago: Creating a depave network program to renature surface parking lots in the Chicago region 70,000
    Board of Trustees of the University of Illinois
    506 S Wright Street
    Urbana,IL61801     		N/A PC Chicago Prototype Coronavirus Assessment Network Node (PCANN) 500,000
    Board of Trustees of the University of Illinois
    506 S Wright Street
    Urbana,IL61801     		N/A PC Chicago Prototype Coronavirus Assessment Network Node (PCANN) 250,000
    Board of Trustees of the University of Illinois
    506 S Wright Street
    Urbana,IL61801     		N/A PC Investigating the efficacy of a novel self-testing approach and mHealth technology in a community-based sample 200,000
    Board of Trustees of the University of Illinois
    506 S Wright Street
    Urbana,IL61801     		N/A PC Investigating the efficacy of a novel self-testing approach and mHealth technology in a community-based sample 388,174
    Brighton Park Neighborhood Council of Chicago
    4477 S Archer Ave
    Chicago,IL60632     		N/A PC Immigration Rights Program 75,000
    Brushwood Center at Ryerson Woods
    21850 N Riverwoods Road
    Riverwoods,IL60015     		N/A PC Health, Equity, and Nature Accelerator 154,940
    Camp Moshava of Wild Rose Inc
    3740 W Dempster St
    Skokie,IL60076     		N/A PC Solar Panel Installation 36,000
    Catholic Charities of the Archdiocese of Chicago
    721 N LaSalle
    Chicago,IL60654     		N/A PC Wrap-Around Services to Immigrants - One Attorney in Lake County and ESL and Civics Programming 87,500
    Center for Computational Science Research Inc
    PO Box 6010
    River Forest,IL60305     		N/A PC Surveying SARS-CoV-2 Genomes and Public Data in Near Real-Time for Pandemic 55,000
    Center for Computational Science Research Inc
    PO Box 6010
    River Forest,IL60305     		N/A PC Surveying SARS-CoV-2 Genomes and Public Data in Near Real-Time for Pandemic 239,553
    Center for Neighborhood Technology
    17 N State Street Suite 1400
    Chicago,IL60602     		N/A PC Calumet Citizen Science and Leadership 90,000
    Cerqua Rivera Art Experience
    410 S Michigan Ave Ste 468
    Chicago,IL60605     		N/A PC Equitable Wage Initiative 40,000
    Chicago Bilingual Nurse Consortium
    2800 S Western Avenue 1202
    Chicago,IL60608     		N/A PC Expanding CBNC's Reach 100,000
    Chicago Chesed Fund Inc
    7045 Ridgeway Avenue
    Lincolnwood,IL60712     		N/A PC Nissa Academy Start Up Support 47,500
    Chicago Community Trust
    225 North Michigan Avenue Suite 220
    Chicago,IL60601     		N/A PC Elevated Chicago - NBS 4 ETOD 200,000
    Chicago Council On Science And Technology
    10 West 35th Street 10th Fl
    Chicago,IL60609     		N/A PC 2021 A Window Into Science Virtual gala 5,000
    Chicago Dramatists Workshop
    1105 West Chicago Ave
    Chicago,IL60642     		N/A PC Technology Investments and Staffing Support 65,000
    Chicago Horticultural Society
    1000 Lake Cook Road
    Glencoe,IL600221168     		N/A PC Enhancing Budburst to better serve diverse audiences 98,403
    Chicago Human Rhythm Project
    410 S Michigan Ave Suite 464
    Chicago,IL60605     		N/A PC Leadership Transition - Stepping Forward 150,000
    Chicago Latino Theater Alliance
    180 N Michigan Ave Ste 305
    Chicago,IL60601     		N/A PC Sub Phase One - Pre-Development for Theatre Complex 75,000
    Chicago Parks Foundation
    541 N Fairbanks
    Chicago,IL60611     		N/A PC Chicago Citywide Cultural Center Ecosystem 125,000
    Chicago Philharmonic Society
    401 S LaSalle St Suite 1600-J
    Chicago,IL60605     		N/A PC Internship Program 20,000
    Chicago Sinfonietta
    70 E Lake St Suite 1430
    Chicago,IL60601     		N/A PC Jefferson Park Orchestrate Project 150,000
    Chicago Tap Theatre
    1152 W Farwell Ave 1S
    Chicago,IL60626     		N/A PC Equitable Pay Initiative 50,000
    Chicago United for Equity
    355 E Ohio St Room 200 11396
    Chicago,IL60611     		N/A PC General Operating Support 80,000
    Chinese American Service League
    2141 S Tan Court
    Chicago,IL60616     		N/A PC Legal Services 87,500
    City of Chicago
    Chicago Cultural Center 78 East Was
    Chicago,IL60602     		N/A GOV Water Policy Advisor 65,000
    City of Chicago
    Chicago Cultural Center 78 East Was
    Chicago,IL60602     		N/A GOV Department of Cultural Affairs and Special Events chicago presents 300,000
    Communities United
    4600 W Palmer St
    Chicago,IL60639     		N/A PC Strengthening the Sustainability of Immigrant Communities: The connection between housing and immigrant rights 72,500
    Congo Square Theatre Company
    1016 N Dearborn St
    Chicago,IL60610     		N/A PC Staff and Ensemble Capacity 100,000
    Core Inc
    4634 W 14th Ave
    Denver,CO80204     		N/A PC Personnel Expenses and General Operating Support 150,000
    Crossroads Fund
    3411 W Diversey Ave Suite 20
    Chicago,IL60647     		N/A PC Capacity building initiative and Cultivate: Women of Color Leadership 250,000
    Current Innovation NFP
    177 North State Street Suite 500
    Chicago,IL60601     		N/A PC Blue EDU: A blue Economy Curriculum for Chicago's Public High School Students 84,460
    Dal Niente New Music NFP
    4045 N Rockwell Suite 312
    Chicago,IL60618     		N/A PC Marketing and Professional Development 43,400
    DanceWorks Chicago Inc NFP
    1016 North Dearborn
    Chicago,IL60610     		N/A PC Next Gems Internship Program 100,000
    Deeply Rooted Productions
    17 N State 19th Floor
    Chicago,IL60602     		N/A PC South Side Dance Center Operational Support 150,000
    Definition Theatre Company
    6400 S Cottage Grove
    Chicago,IL60637     		N/A PC AMPLIFY - New Play Development Series 90,000
    Delta Institute
    35 E Wacker Dr Ste 1760
    Chicago,IL60601     		N/A PC Generating Critical Data and Methods to Support Nature-Based Green Infrastructure in Chicago Communities 120,668
    DePaul University
    1 East Jackson Boulevard
    Chicago,IL60604     		N/A PC Support for Evacuated Afghan College Students 120,000
    Eighth Blackbird Performing Arts Association
    4045 North Rockwell Street Suite 20
    Chicago,IL60618     		N/A PC Blackbird Creative Lab 91,000
    Elastic Arts Foundation
    3429 W Diversey Ave 208
    Chicago,IL60647     		N/A PC Chicago Takes 10 15,000
    Elastic Arts Foundation
    3429 W Diversey Ave 208
    Chicago,IL60647     		N/A PC Chicago Takes 10 10,000
    Enlace Chicago
    2759 S Harding Ave
    Chicago,IL60623     		N/A PC Little Village Pandemic Response 87,500
    Environmental Law & Policy Center
    35 E Wacker Drive Suite 1600
    Chicago,IL60601     		N/A PC Science-Based Legal and Policy Advocacy and Sponsorship of the Science/Policy Confluence Conference and Related Symposia 100,000
    Erie Neighborhood House
    1701 W Superior St
    Chicago,IL60622     		N/A PC Expanding Remote Work 70,000
    eta Creative Arts Foundation
    7558 S South Chicago Avenue
    Chicago,IL60619     		N/A PC Curriculum Development for Oscar Brown Jr. Legacy collaboration 60,000
    Faith in Place
    70 E Lake St STE 920
    Chicago,IL60601     		N/A PC Metro Chicago Eco-Ambassadors Youth Program 2021-2023 160,000
    Faith in Place
    70 E Lake St STE 920
    Chicago,IL60601     		N/A PC Engaging Communities of Color during COVID-19 to Advance Grassroots Environmental Connections and Leadership 74,244
    Field Museum of Natural History
    1400 S DuSable Lake Shore Drive
    Chicago,IL60605     		N/A PC Solutions for a Nature-based Recovery from COVID-19 in Chicago Communities 149,634
    Forefront
    co FBRK Impact House 200 W Madiso
    Chicago,IL60606     		N/A PC Fresh Taste - Illinois Regenerative Agriculture Initiative 135,225
    Forefront
    co FBRK Impact House 200 W Madiso
    Chicago,IL60606     		N/A PC Fresh Taste - Chicago Region Food System Fund 200,000
    Forefront
    co FBRK Impact House 200 W Madiso
    Chicago,IL60606     		N/A PC Mission contribution 27,750
    Friends of Elnet
    5215 Old Orchard Road Suite 880
    Skokie,IL60077     		N/A PC Winning Hearts & Minds 36,000
    Friends of Jerusalem College of Technology Ltd
    445 Central Avenue Suite 307
    Cedarhurst,NY11516     		N/A PC Torah and Technology Research Center 175,000
    Friends of the Chicago River
    411 S Wells St STE 800
    Chicago,IL60607     		N/A PC Chicago-Calumet River Watershed Council 200,000
    Friends of the Forest Preserves
    411 South Wells St Suite 300
    Chicago,IL60607     		N/A PC Engagement and Outreach Programs 133,844
    Fulcrum Point New Music Project
    1235A N Clybourn Avenue 135
    Chicago,IL60610     		N/A PC Hindsight/Foresight Program 75,000
    Garfield Park Community Council
    300 N Central Park Ave
    Chicago,IL60624     		N/A PC Garfield Park Resilient Corridor 100,000
    Garfield Park Conservatory Alliance
    300 N Central Park Ave
    Chicago,IL60624     		N/A PC Growing Connections to Nature in Garfield Park 900
    Goldin Institute
    1235 A North Clybourn Ave 327
    Chicago,IL60610     		N/A PF Expenditure Responsibility Grant 36,000
    Grow Greater Englewood
    815 W 63rd Street 4th floor
    Chicago,IL60621     		N/A PC Englewood Nature Trail 75,000
    Haymarket Opera Company NFP
    1920 N Seminary Ave Unit 1F
    Chicago,IL60614     		N/A PC Fellowship Program 50,000
    Healthy Schools Campaign
    2545 W Diversey Ave Suite 214
    Chicago,IL60647     		N/A PC Space to Grow: Greening Chicago Schoolyards 50,000
    Heartland Alliance For Human Needs & Human Rights
    224 S Michigan Ave Suite 600
    Chicago,IL60604     		N/A PC National Immigrant Justice Center Legal Services, Resource Development, and Communications 175,000
    Heartland Alliance For Human Needs & Human Rights
    224 S Michigan Ave Suite 600
    Chicago,IL60604     		N/A PC National Immigrant Justice Center Legal Services, Resource Development, and Communications 175,000
    Heartland Alliance For Human Needs & Human Rights
    224 S Michigan Ave Suite 600
    Chicago,IL60604     		N/A PC National Immigrant Justice Center Website Updates, including Development of the Online Portal 50,000
    Heartland Alliance For Human Needs & Human Rights
    224 S Michigan Ave Suite 600
    Chicago,IL60604     		N/A PC National Immigrant Justice Center Website Updates, including Development of the Online Portal 50,000
    Hebrew Theological College
    50 W 47th St Fl 12
    New York,NY10036     		N/A PC Purchase of the property located at 2620 Touhy Avenue in chicago 1,500,000
    HIAS Inc
    1300 Spring Street Suite 500
    Silver Spring,MD20910     		N/A PC HIAS Border Fellow Program 150,000
    High Concept Laboratories NFP
    2233 S Throop St
    Chicago,IL60608     		N/A PC Chicago Takes 10 15,000
    High Concept Laboratories NFP
    2233 S Throop St
    Chicago,IL60608     		N/A PC Chicago Takes 10 10,000
    Hinda Institute
    9401 Margail Ave
    Des Plaines,IL60016     		N/A PC Razing Barriers - Raising Bars and Support for the Salary of the Program Coordinator Position 60,000
    Holocaust Memorial Foundation of Illinois Inc
    9603 Woods Drive
    Skokie,IL60077     		N/A PC General Operating Support 125,000
    Hyde Park Jazz Festival
    1723 W Erie St Ste 4
    Chicago,IL60622     		N/A PC Chicago Takes 10 15,000
    Hyde Park Jazz Festival
    1723 W Erie St Ste 4
    Chicago,IL60622     		N/A PC Chicago Takes 10 10,000
    Hyde Park Jazz Festival
    1723 W Erie St Ste 4
    Chicago,IL60622     		N/A PC Artists Corp 150,000
    Illinois Arts Alliance
    FBRK Impact House 200 W Madison St
    Chicago,IL60606     		N/A PC Creation of a Post-COVID Policy and Advocacy Strategy for IL and Pilot of Local Arts Ambassadors Network 150,000
    Illinois Coalition for Immigrant and Refugee Right
    228 S Wabash Suite 800
    Chicago,IL60604     		N/A PC The People's Clinic 62,500
    Illinois Coalition for Immigrant and Refugee Right
    228 S Wabash Suite 800
    Chicago,IL60604     		N/A PC Advancing Racial Equity: Black/Brown Organizing and education 100,000
    Illinois Environmental Council Education Fund
    520 E Capitol
    Springfield,IL62701     		N/A PC Chicago Conservation Leadership 100,000
    Illinois Facilities Fund
    333 S Wabash Ave Suite 2800
    Chicago,IL60604     		N/A PC America's Cultural Treasures Chicago 250,000
    Illinois Philharmonic Orchestra
    377 Artist Walk
    Park Forest,IL60466     		N/A PC IT Infrastructure 50,000
    In Shifras Arms Inc
    PO Box 7212
    Silver Spring,MD20910     		N/A PC Pregnancy & Postpartum Material & Financial Aid and Support for the Salary of the Executive Director Position 18,000
    Innovation Development Institute Inc dba MATTER
    222 W Merchandise Mart Plaza Suite
    Chicago,IL60654     		N/A PC Health Equity Accelerator 45,600
    Interrobang Theatre Project
    5315 N Clark St 142
    Chicago,IL60640     		N/A PC Building Staff Capacity 25,000
    Jackalope Theatre Company
    5917 N Broadway
    Chicago,IL60660     		N/A PC Building Staff Capacity 50,000
    Jewish Child and Family Services
    216 W Jackson
    Chicago,IL60618     		N/A PC HIAS Refugee Resettlement 100,000
    Jewish Child and Family Services
    216 W Jackson
    Chicago,IL60618     		N/A PC HIAS Chicago Holistic COVID-19 Immigration Support 60,000
    Jewish Funders Network
    150 West 30th Street Suite 900
    New York,NY10001     		N/A PC Boardified Board Member Institute - Orthodox Cohort 94,500
    Jewish United Fund of Metropolitan Chicago
    30 South Wells St
    Chicago,IL60606     		N/A PC Encompass Jewish Community Endowment Fund for Adults with disabilities 100,000
    Joan Dachs Bais Yaakov Elementary School - Yeshiva
    6122 North California Ave
    Chicago,IL60659     		N/A PC General Operating Support 250,000
    Joan Dachs Bais Yaakov Elementary School - Yeshiva
    6122 North California Ave
    Chicago,IL60659     		N/A PC On-Site Staff Child Care 250,000
    Johns Hopkins University
    3400 North Charles Street
    Baltimore,MD21218     		N/A PC Research Activities of Dr. Scott Bailey's Laboratory 200,000
    Johns Hopkins University
    3400 North Charles Street
    Baltimore,MD21218     		N/A PC Hiring a communications associate for Dr. Scott Bailey's laboratory 55,000
    Justice in Motion
    PO Box 160128
    Brooklyn,NY11216     		N/A PC Transnational Collaboration Scoping Study for Chicago Immigrants 15,000
    Kalapriya Foundation Center for Indian Performing
    1925 S Michigan Ave
    Chicago,IL60616     		N/A PC Cultural Sundays Program 25,000
    Keren Hayeshivot Trust
    1616 East 10th Street
    Brooklyn,NY11223     		N/A PC Eretz Chemda Shemittah Program 125,000
    Keshet
    610 Academy Drive
    Northbrook,IL60062     		N/A PC Adult Employment Program 120,000
    KV 265 NFP
    155 North Harbor Drive 3412
    Chicago,IL60601     		N/A PC Science & Symphony Programs 40,000
    Latino Policy Forum
    180 North Michigan Ave Ste 1250
    Chicago,IL60601     		N/A PC Illinois Unidos COVID-19 Communications Campaign 25,000
    Latino Policy Forum
    180 North Michigan Ave Ste 1250
    Chicago,IL60601     		N/A PC Pursuing Latino Equity 87,500
    Lawyers for the Creative Arts
    161 North Clark Street Ste 4300
    Chicago,IL60601     		N/A PC COVID-19 Related Legal and Educational Services for Greater-Chicago Based Performing Arts Organizations 100,000
    Leading Edge Alliance Inc
    85 Broad Street
    New York,NY10004     		N/A PC Addressing the Gender Gap in the Orthodox Jewish Community 75,000
    Libenu
    8052 Monticello Ave Suite 203
    Chicago,IL60076     		N/A PC General Operating Support, Lev Respite, and Residential Facilities 120,000
    Life Sciences Research Foundation
    PO Box 1482
    Cockeysville,MD210307482     		N/A PC Deciphering the basis of stem cell pluripotency and the emergence of the vertebrate neural crest 210,000
    Links Hall Incorporated
    3111 N Western Ave
    Chicago,IL60618     		N/A PC Chicago Takes 10 15,000
    Links Hall Incorporated
    3111 N Western Ave
    Chicago,IL60618     		N/A PC Chicago Takes 10 10,000
    Links Hall Incorporated
    3111 N Western Ave
    Chicago,IL60618     		N/A PC Communications Technology and Audience Engagement initiative 75,000
    Little Village Environmental Justice Organization
    2445 S Spaulding Ave
    Chicago,IL60623     		N/A PC Proyecto Mi Villita 100,000
    Logan Square Neighborhood Association
    2840 N Milwaukee Ave
    Chicago,IL60618     		N/A PC Immigration Justice 70,000
    Loyola University of Chicago
    820 North Michigan Ave
    Chicago,IL60611     		N/A PC COVID Equity Response Collaborative Loyola: Understanding COVID-19 Transmission in Communities of Color 545,677
    Machon Inc
    8400 Park Heights Avenue
    Pikesville,MD21208     		N/A PC General Operating Support 75,000
    Machon Inc
    8400 Park Heights Avenue
    Pikesville,MD21208     		N/A PC General Operating Support 75,000
    Merkos Linyonei Chinuch Lubavitch Chabad of Illino
    2833 W Howard St
    Chicago,IL60645     		N/A PC Teaching Kitchen in memory of Kalman Shurin within Bais Menachem Synagogue 60,000
    Mesivta Shaarei Adirim Midwest
    9220 Crawford Ave
    Skokie,IL60076     		N/A PC General Operating Support 90,000
    Mesivta Shaarei Adirim Midwest
    9220 Crawford Ave
    Skokie,IL60076     		N/A PC General Operating Support 200,000
    Metropolitan Planning Council (MPC)
    140 S Dearborn Street Suite 1400
    Chicago,IL60603     		N/A PC Terra Firma Project - Research and Demonstration Pilots 120,000
    MOMENTA Inc
    605 Lake Street
    Oak Park,IL60302     		N/A PC Audience Development 50,000
    Mujeres Latinas en Accion
    2124 W 21st Place
    Chicago,IL60608     		N/A PC Lifting the Leadership of Mujeres Latinas 75,000
    Muntu Dance Theatre
    1809 E 71st Street Suite 203
    Chicago,IL60649     		N/A PC Operations Consulting 100,000
    Music Theater Works
    516 Fourth Street
    Wilmette,IL60091     		N/A PC Audience Development and Community Engagement 60,000
    National Audubon Society Inc
    125 South Wacker Drive
    Chicago,IL60606     		N/A PC Wetland Restoration and Bird Conservation in the Calumet Region 107,445
    National Center for Civic Innovation
    121 Avenue of the Americas 6th Floo
    New York,NY10013     		N/A PC The Presidents' Alliance Planning Grant for the Initiative on U.S. Education Pathways for Refugee Students 50,000
    National Fish and Wildlife Foundation
    1133 Fifteenth St NW Ste 1000
    Washington,DC20005     		N/A PC Chi-Cal Rivers Fund 180,000
    National Fish and Wildlife Foundation
    1133 Fifteenth St NW Ste 1000
    Washington,DC20005     		N/A PC Wisconsin's Lake Michigan Watershed Fund 200,000
    National Immigration Forum Inc
    50 F Street NW Suite 300
    Washington,DC20001     		N/A PC Bibles, Badges and Business Initiative 126,000
    National Museum of Mexican Art
    1852 W 19th St
    Chicago,IL60608     		N/A PC Chicago Takes 10 15,000
    National Museum of Mexican Art
    1852 W 19th St
    Chicago,IL60608     		N/A PC Chicago Takes 10 10,000
    Natya Dance Theatre
    410 S Michigan Suite 725
    Chicago,IL60605     		N/A PC Personnel Expenses for Executive Director position 50,000
    NEO Philanthropy Inc
    45 West 36th Street 6th Floor
    New York,NY10018     		N/A PC resilience force - immigrants are essential campaign 150,000
    NEO Philanthropy Inc
    45 West 36th Street 6th Floor
    New York,NY10018     		N/A PC four freedoms fund 250,000
    Northwestern University
    633 Clark Street
    Evanston,IL602081110     		N/A PC Nature Culture and Human Health (NCH2): Catalyzing Nature-based Solutions for Human and Public Health 127,103
    Northwestern University
    633 Clark Street
    Evanston,IL602081110     		N/A PC COVID-19 Fund to Retain Clinical Scientists 550,000
    Northwestern University
    633 Clark Street
    Evanston,IL602081110     		N/A PC Aircraft Cabin Filter-based Respiratory Disease Surveillance 169,008
    Ohr Torah Stone Institutions of Israel
    49 W 45th Street Suite 701
    New York,NY10036     		N/A PC International Halakha Scholars Program 120,000
    Openlands
    25 E Washington Street Suite 1650
    Chicago,IL60602     		N/A PC Biodiversity and Community in the Calumet: creating access and restoring open spaces along the Little Calumet River 200,000
    Partnership for Cures dba Cures Within Reach
    134 N LaSalle Suite 1130
    Chicago,IL60602     		N/A PC Clinical Repurposing for Diversity Equity & Inclusion in chicagoland 100,000
    Pegasus Theatre Chicago
    1105 W Chicago Ave Lower Level
    Chicago,IL60642     		N/A PC National Young Playwrights Project 50,000
    Pivot Arts
    1443 W Norwood St
    Chicago,IL60660     		N/A PC Chicago Takes 10 15,000
    Pivot Arts
    1443 W Norwood St
    Chicago,IL60660     		N/A PC Chicago Takes 10 10,000
    Project Witness
    207 Foster Avenue
    Brooklyn,NY11230     		N/A PC General Operating Support 147,500
    Project Witness
    207 Foster Avenue
    Brooklyn,NY11230     		N/A PC General Operating Support 72,500
    Public Media Institute
    960 W 31st St
    Chicago,IL60608     		N/A PC Lumpen TLVSN: A Live Streaming Studio for the Arts 50,000
    Puerto Rican Arts Alliance
    3000 N Elbridge Ave
    Chicago,IL60618     		N/A PC Chicago Takes 10 15,000
    Puerto Rican Arts Alliance
    3000 N Elbridge Ave
    Chicago,IL60618     		N/A PC Chicago Takes 10 10,000
    Puerto Rican Arts Alliance
    3000 N Elbridge Ave
    Chicago,IL60618     		N/A PC Technology Investments for the Puente Musical Project 100,000
    Red Clay Dance Company Inc
    808 East 63rd Street
    Chicago,IL60637     		N/A PC In the making program 150,000
    Relief Resources Inc
    150 James St Suite 208
    Lakewood,NJ08701     		N/A PC Relief Global Midwest Division 100,000
    Rohingya Culture Center
    2740 West Devon Avenue
    Chicago,IL60659     		N/A PC Personnel Expenses for Program Manager and Case Manager positions 65,000
    Rush University Medical Center
    1201 W Harrison Street Suite 30
    Chicago,IL60612     		N/A PC B3: Boosters Breakthroughs and Biorepositories 914,149
    Rush University Medical Center
    1201 W Harrison Street Suite 30
    Chicago,IL60612     		N/A PC Characterizing the broadly neutralizing antibody response in SARS-CoV-2 infected 233,414
    Rush University Medical Center
    1201 W Harrison Street Suite 30
    Chicago,IL60612     		N/A PC Alive Church Network: Increasing COVID-19 Testing in Chicago's African American Testing Deserts 700,000
    Rush University Medical Center
    1201 W Harrison Street Suite 30
    Chicago,IL60612     		N/A PC Characterizing the long-term durability and composition of COVID-19 vaccine induced antibodies 162,500
    Rush University Medical Center
    1201 W Harrison Street Suite 30
    Chicago,IL60612     		N/A PC Characterizing the long-term durability and composition of COVID-19 vaccine induced antibodies 81,250
    Rush University Medical Center
    1201 W Harrison Street Suite 30
    Chicago,IL60612     		N/A PC Characterizing the long-term durability and composition of COVID-19 vaccine induced antibodies 81,250
    Serendipity Theatre Company DBA 2nd Story
    3001 W Lawrence Ave
    Chicago,IL60625     		N/A PC Point of View Project and Pay Equity Initiative 50,000
    Shluchim International
    816 Eastern Parkway
    Brooklyn,NY11213     		N/A PC Chabad Early Childhood Education Program, User Experience, and Website 100,000
    Shluchim International
    816 Eastern Parkway
    Brooklyn,NY11213     		N/A PC Chabad Early Childhood Education Program, User Experience, and Website 30,000
    Social Good Fund Inc
    12651 San Pablo Avenue Box 5473
    Richmond,CA94805     		N/A PC Illinois Science Policy Fellowship Planning Grant 50,000
    Soulu
    3557 West Peterson Ave Suite 122
    Chicago,IL60659     		N/A PC Organizational retreat and General Operating Support 25,000
    Soulu
    3557 West Peterson Ave Suite 122
    Chicago,IL60659     		N/A PC Organizational retreat and General Operating Support 50,000
    Soulu
    3557 West Peterson Ave Suite 122
    Chicago,IL60659     		N/A PC Organizational retreat and General Operating Support 50,000
    Southwest Organizing Project (SWOP)
    2558 W 63rd St
    Chicago,IL60629     		N/A PC Advanced Leadership Academy 62,500
    Teatro Vista Theatre with a View Inc
    4800 North Milwaukee Suite 201
    Chicago,IL60630     		N/A PC Multimedia Production Support 120,000
    The Chicago Community Foundation
    225 N Michigan Ave Suite 2200
    Chicago,IL60601     		N/A PC ABIC: Federal Immigration Reform Advocacy/Shared Prosperity and Economic Recovery Equity Project 90,000
    The Chicago Community Foundation
    225 N Michigan Ave Suite 2200
    Chicago,IL60601     		N/A PC Illinois Immigration Funders Collaborative 250,000
    The Constellation Performing Arts
    3111 N Western Ave
    Chicago,IL60618     		N/A PC Chicago Takes 10 15,000
    The Constellation Performing Arts
    3111 N Western Ave
    Chicago,IL60618     		N/A PC Chicago Takes 10 10,000
    The Ethiopian Community Association of Chicago Inc
    5800 N Lincoln Ave Unit A
    Chicago,IL60659     		N/A PC General Operating Support 36,000
    The HANA Center
    4300 N California
    Chicago,IL60618     		N/A PC Citizenship for All 80,000
    The Morton Arboretum
    4100 Illinois Route 53
    Lisle,IL60532     		N/A PC Chicago Region Trees Initiative Urban Forest Corporate Sustainability Partnership Program 170,000
    The Nature Conservancy
    400 N Michigan Ave Suite S1100
    Chicago,IL60611     		N/A PC South and West Side Health and Nature - TNC's Chicago Engagement Program 150,000
    The Neo-Futurists
    5153 N Ashland Ave
    Chicago,IL60640     		N/A PC Hybrid Programming Model 38,000
    The Resurrection Project
    1805 South Paulina Street
    Chicago,IL60608     		N/A PC Imagining More Immigrant Integration Initiative: Block by Block in Back of the Yards 75,000
    The Sara Tugman Bais Chabad Torah Center of West B
    5595 W Maple Rd
    West Bloomfield,MI48322     		N/A PC Mikvah Renovation Project 90,000
    The University of Chicago
    5801 South Ellis Avenue
    Chicago,IL60637     		N/A PC Two Fellows for the Civic Leadership Academy 50,000
    The University of Chicago
    5801 South Ellis Avenue
    Chicago,IL60637     		N/A PC Chicago Takes 10 15,000
    The University of Chicago
    5801 South Ellis Avenue
    Chicago,IL60637     		N/A PC Chicago Takes 10 10,000
    The University of Chicago
    5801 South Ellis Avenue
    Chicago,IL60637     		N/A PC Theater Manager Position for the Green Line Performing arts center 75,000
    The University of Chicago
    5801 South Ellis Avenue
    Chicago,IL60637     		  PC COVID-19 Fund to Retain Clinical Scientists 550,000
    The University of Chicago
    5801 South Ellis Avenue
    Chicago,IL60637     		  PC Rapid Detection and Diagnosis of COVID-19 at Home and point-of-care 150,000
    The University of Chicago
    5801 South Ellis Avenue
    Chicago,IL60637     		  PC Simultaneous Prevention and Treatment of SARS-CoV-2 Infection by Engineering A Multivalent Nanotraplex 150,000
    Theatre Y
    1500 W Addison Apt 1
    Chicago,IL60613     		  PC Music Education Programming 50,000
    TimeLine Theatre Company
    615 West Wellington Avenue
    Chicago,IL60657     		  PC Living History Program 90,000
    United States Artists Inc
    200 W Madison St Floor 3
    Chicago,IL60606     		  PC USA Fellowships and Associated Administrative Costs 60,000
    United States Artists Inc
    200 W Madison St Floor 3
    Chicago,IL60606     		  PC 2022 USA Fellowship Program 130,000
    University of Chicago Medical Center
    5841 S Maryland Avenue
    Chicago,IL60637     		  PC Pop-Up COVID Vaccine Clinic 30,000
    Upwardly Global
    123 W Madison St Suite 1950
    Chicago,IL60602     		  PC Boosting Resiliency and Employability Amongst Chicago's Immigrant and Refugee Communities 75,000
    Urban Forest Carbon Registry
    999 Third Ave 4600
    Seattle,WA98104     		  PC Chicago Region Carbon and Sustainability Program in partnership with the Chicago Region Trees Initiative 42,000
    Urban Growers Collective Inc
    1200 W 35th St 118
    Chicago,IL60609     		  PC Urban Growers Collective and the Green Era Renewable Energy and Urban Farm Campus 60,000
    Vietnamese Association of Illinois
    5110 N Broadway
    Chicago,IL60640     		  PC Community Organizing Program 75,000
    Welcoming America Inc
    315 W Ponce De Leon Ave Ste 500
    Decatur,GA30030     		  PC General Operating Support 100,000
    World Relief Corp of National Association of Evang
    191 S Gary Ave Suite 130
    Carol Stream,IL60188     		  PC Adapting Immigration Legal Services & Community Engagement to a Socially Distant World 75,000
    Total .................................bullet 3a 25,356,980
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		525990 1 14 16,834  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		525990 36,514 18 6,529,715  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 61,615 11,069,325  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,130,940
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 CompensationExplanation
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Person Name Explanation
    Kate Coughlin * Kate Coughlin, Treasurer of the Walder Foundation (The "Foundation) is a chief financial officer at the administrative firm of Walder Group LLC, a disqualified person which provides professional services to the foundation. During taxable year ending December 31, 2021 the foundation paid $95,103 for professional services rendered by such disqualified person as reported in form 990-PF, Part I, line 13. Such administrative firm billed the foundation at or below the rate it charges its other clients.
    Jeffrey L Sweet * Jeffrey L Sweet, Treasurer/VP of the Walder Foundation (the "Foundation"), is Director of Finance at the administrative firm of Walder Group LLC, a disqualified person which provides professional services to the foundation. During taxable year ending December 31,2021, the foundation paid $51,654 for professional services rendered by such disqualified person as reported in form 990-PF, part I, line 13. such administrative firm billed the foundation at or below the rate it charges its other clients. ** removed from the position in 2021

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    REFRIGERATORS 2020-02-21 11,404 1,358 SL 7 1,629   0  
    LEASEHOLD IMPRVMTS 2019-07-01 1,031,324 146,173 SL 10 97,447   0  
    OFFICE FURNITURE 2019-07-01 350,535 75,113 SL 7 50,073   0  
    WEBSITE DEVELOPMNT 2019-11-30 81,945 17,757 SL 5 16,390   0  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    SECDEV GROUP
          		950 GLADSTONE AVE SUITE 300
    OTTAWA,ONTARIOK1Y 3E6
    CA     		2020-07-22 58,380 TO HELP SUPPORT AN URBAN PANDEMIC PREPAREDNESS AND RESPONSE DASHBOARD 58,380 NO 8/20/2020, 1/28/2021, 10/25/2021, 5/19/2022   NONE NECESSARY
    GOLDIN INSTITUTE
          		327 W GOETHE ST
    Chicago,IL60610     		2021-09-16 36,000 To support the Chicago Peace Fellows program   NO Expected in 2022   NONE NECESSARY

    TY 2021 GeneralExplanationAttachment
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Identifier Return Reference Explanation
    Form 990-PF, Parts I and XIV FORM 990-PF, PARTS I AND XIV: TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $25,356,980 Less amount not treated as qualifying distribution: $36,000 TOTAL Part I, Line 25, Column (d): $25,320,980

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS - 2.950% - 03/15/2 385,126 388,622
    ABBVIE INC - 3.200% - 11/21/20 358,506 342,461
    ALEXANDRIA REAL ESTATE - 4.900 197,961 186,369
    AMERICAN ELEC PWR INC - 1.000% 309,771 308,152
    AMERICAN EXPRESS CO - 2.500% - 605,748 619,998
    AMERICAN HONDA - 2.050% - 01/1 403,603 395,768
    AMERICAN TOWER CORP - 1.600% - 36,070 35,651
    AMERICAN TOWER CORP - 3.125% - 133,593 130,939
    AMGEN INC - 2.200% - 02/21/202 341,590 337,989
    ANALOG DEVICES INC NT - 1.700% 596,430 598,680
    ANHEUSER BUSCH - 4.750% - 01/2 402,877 384,410
    ANTHEM INC NOTE - 3.650% - 12/ 523,583 576,345
    AON CORP - 2.800% - 05/15/2030 403,319 381,696
    APPLE INC - 2.850% - 02/23/202 444,578 459,414
    AT&T INC - 4.125% - 02/17/2026 492,585 545,630
    BANK OF NOVA SCOTIA - 1.950% - 507,062 495,709
    BK OF AMERICA CORP SER N MTN - 924,999 913,965
    BK OF AMERICA CORP SER N MTN - 542,387 548,624
    BOSTON PPTYS LTD PARTNERSHIP - 845,915 916,458
    BOSTON PPTYS LTD PARTNERSHIP N 147,899 150,962
    BROOKFIELD FIN I UK PLC - 2.34 750,000 732,484
    CARRIER GLOBAL CORP - 2.242% - 127,371 125,999
    CENTENE CORP - 2.450% - 07/15/ 400,000 394,000
    CITIGROUP INC - 0.000% - 06/09 999,999 1,006,839
    CITIGROUP INC - 3.200% - 10/21 552,836 625,565
    CNH EQUIPMENT TRUST SER 2020-A 474,830 483,609
    COMCAST CORP - 3.150% - 03/01/ 523,474 586,410
    CORNING INC - 5.850% - 11/15/2 735,068 924,906
    CVS CAREMARK CORP NOTE - 4.300 326,217 314,443
    DANA INC - 4.250% - 09/01/2030 165,000 167,269
    DISNEY WALT CO - 2.000% - 09/0 603,289 612,378
    DTE ELEC CO - 2.250% - 03/01/2 401,546 381,379
    EASTMAN CHEMICAL - 4.500% - 12 184,930 182,016
    ECOLAB INC GLBL NT - 3.250% - 849,450 950,189
    ENBRIDGE - 2.500% - 08/01/2033 235,971 226,041
    EQUINIX INC - 2.900% - 11/18/2 149,366 143,045
    EVERSOURCE ENERGY - 1.650% - 0 348,740 346,316
    FLOWSERVE CORP NOTE CALL - 2.8 448,809 438,377
    FRESENIUS MED CARE U - 2.375% 598,194 573,966
    GOLDMAN SACHS GROUP - 3.500% - 261,845 266,553
    GOLDMAN SACHS GROUP INC - 3.62 264,579 272,929
    GRUPO BIMBO SAB - 3.875% - 06/ 471,295 501,063
    HCA INC - 5.500% - 06/15/2047 602,250 787,548
    HOME DEPOT INC - 3.350% - 09/1 496,510 534,000
    HP INC - 2.650% - 06/17/2031 597,438 592,188
    INTEL CORP - 2.450% - 11/15/20 400,050 403,822
    JOHNSON CTSL INTL - 1.750% - 0 672,901 643,453
    JP MORGAN CHASE - 2.580% - 04/ 501,176 505,986
    JP MORGAN CHASE - 4.600% - 12/ 904,495 897,969
    JP MRGN CHASE 2021-NYAH CL A - 658,350 658,339
    KLABIN AUSTRIA GMBH NOTE - 7.0 467,685 546,849
    LINCOLN NATL CORP - 3.050% - 0 205,358 197,763
    MERCK &CO INC - 3.400% - 03/07 480,594 495,409
    MICROSOFT CORP - 2.700% - 02/1 525,950 549,843
    MITSUBISHI UFJ FIN - 2.309% - 250,845 246,786
    MORGAN STANLEY - 0.864% - 10/2 800,000 788,800
    MORGAN STANLEY - 3.875% - 04/2 292,611 291,577
    MOTOROLA - 4.600% - 02/23/2028 901,781 1,016,855
    NEXTERA ENERGY - 1.900% - 06/1 399,764 396,124
    NEXTERA ENERGY CAP HLDGS INC B 575,000 575,069
    NORTHWESTERN UNIV - 3.812% - 1 931,696 999,462
    OWENS CORNING NT - 7.000% - 12 528,409 671,674
    PAYPAL HLDGS INC - 1.650% - 06 509,640 506,146
    PEPSICO INC - 2.750% - 03/19/2 567,215 607,568
    PNC BANK - 3.250% - 06/01/2025 499,565 531,555
    PUBLIC SERVICE ENTERPRIS - 2.8 362,205 362,492
    QUANTA SVCS INC - 0.950% - 10/ 646,256 643,084
    QUEST DIAGNOSTICS INC NT - 3.5 848,200 844,648
    ROPER TECHNOLOGIES INC - 4.200 880,424 983,027
    SCHLUMBERGER - 3.650% - 12/01/ 606,642 626,754
    SHELL INT'L FINANCE - 2.875% - 716,663 795,960
    SIMON PPTY GROUP LP - 2.000% - 465,681 478,451
    STARBUCKS - 3.500% - 03/01/202 132,428 129,878
    STARBUCKS CORP - 4.450% - 08/1 698,768 864,612
    STATE STR CORP NOTE - 2.354% - 509,420 515,435
    STATOIL - 2.650% - 01/15/2024 725,903 773,385
    SUMITOMO MITSUI FIN GRP INC NO 225,088 220,771
    SUZANO AUSTRIA GMBH - 3.125% - 739,703 725,633
    THERMO FISHER SCIENTIFIC INC N 500,327 499,530
    TOTAL CAPITAL - 3.455% - 02/19 522,403 552,952
    TOYOTA AUTO - 0.140% - 01/16/2 903,669 902,693
    TOYOTA MOTOR - 2.150% - 02/13/ 921,197 927,877
    UNITED PARCEL SERVICE - 3.400% 271,873 272,905
    UNITED RENTALS - 5.250% - 01/1 459,000 487,125
    UNITED STATES TREAS SER AV-202 745,261 742,437
    UNITEDHEALTH GROUP INC - 3.750 576,274 569,489
    VERIZON - 1.500% - 09/18/2030 345,191 328,640
    VERIZON - 3.875% - 02/08/2029 873,346 970,462
    WHIRLPOOL CORP - 2.400% - 05/1 998,219 1,002,439
    XYLEM INC - 3.250% - 11/01/202 831,731 934,815

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AES CORP 368,114 348,106
    AGILENT TECHNOLOGIES INC 774,137 1,050,002
    AIA GROUP LTD ADR 191,429 165,191
    ALIBABA GROUP HOLDING LTD 603,605 282,483
    AMERICOLD REALTY TRUST 767,974 728,964
    ANGI HOMESERVICES INC 517,506 394,722
    ANSYS INC 518,953 625,747
    AVATAR HOLDINGS INC. 889,188 1,127,793
    BALL CP 636,941 665,868
    BIOMARIN PHARMACEUTICAL INC 535,998 561,553
    BROADRIDGE FINANCIAL 549,307 616,016
    BURLINGTON STORES, INC 856,208 1,040,691
    C H ROBINSON WORLDWIDE INC 711,792 846,787
    CABLE ONE INC 735,033 627,173
    CADENCE DESIGN SYSTEMS INC 502,431 762,172
    CALVERT US LARGE CAP CORE RESP 64,853,814 110,003,869
    CBOE HOLDINGS INC 751,738 995,413
    CERNER CORPORATION 1,022,477 1,264,267
    CHINA MERCHANTS BANK 133,127 117,648
    COSAN ADR REPRESENTING 126,002 131,246
    COSTAR GROUP, INC 54,989 55,163
    CREDICORP LTD 107,233 79,604
    DELIVERY HERO SE 88,911 69,460
    DIGITAL RLTY TR INC 635,048 872,878
    EPAM SYSTEMS INC 134,850 276,738
    FIRST HORIZON NATL 425,442 532,138
    FIRST REPUBLIC BANK 258,945 398,830
    GROCERY OUTLET HOLDING CORP 579,387 439,330
    GUIDEWIRE SOFTWARE INC 916,010 859,195
    HDFC BANK LTD ADR 161,876 150,642
    HENRY JACK & ASSOC INC 1,066,590 1,110,433
    HILTON WORLDWIDE HOLDINGS, INC 466,935 695,559
    HOLOGIC, INC 1,398,920 1,443,922
    ICICI BK LTD ADS 179,343 221,258
    IDACORP INC HLDG CO 562,535 663,925
    ISHARES TRUST ISHARES MSCI EAF 6,453,393 7,974,758
    JD.COM, INC 149,355 130,821
    KLA TENCOR CORP 735,743 1,209,474
    LEVI STRAUSS ORD SHS CLASS A 621,847 574,854
    MARTIN CURRIE SMA-SHARES SERIE 3,549,799 3,760,882
    MCCORMICK & CO 590,612 650,257
    MEITUAN DIANPING UNSPONSORED A 432,154 249,277
    MINTH GROUP UNSPONSORED ADR RE 82,433 89,875
    O'REILLY AUTOMOTIVE INC 814,147 1,233,078
    OIL CO LUKOIL PJSC SPON ADR RE 97,391 122,757
    PENTAIR INC. COM 720,219 996,960
    PING AN INSURANCE GROUP ADR 259,233 153,495
    PPG INDUSTRIES INC 828,960 989,932
    PROSUS NV ADR 124,340 93,199
    PT BANK RAKYAT ADR 131,673 122,219
    PT TELEKOM. IND. TBK ADR 65,402 78,924
    PUBLIC STORAGE INC 404,218 673,176
    REPUBLIC SVCS INC 1,251,139 1,806,689
    ROPER INDUSTRIES 916,515 1,048,306
    SBA COMMUNICATIONS CORP 947,410 1,207,876
    SBERBANK SPONSORED ADR 111,221 112,219
    SEA LTD 130,643 118,790
    SIGNATURE BANK 914,500 1,162,994
    SUNNY OPTICAL TECHNOLOGY GROUP 74,069 116,800
    SYNOPSYS, INC 537,640 820,650
    SYSCO CORP 645,699 631,762
    TAIWAN SEMICONDUCTOR MFG CO LT 699,081 802,545
    TELEFLEX INC 949,998 796,479
    TENCENT HOLDINGS LIMITED 688,478 548,428
    TRIMBLE NAV LTD 747,954 995,797
    V F CORP 849,678 716,457
    VERISK ANALYTICS, INC 1,023,856 1,182,028
    WB INTL LEADERS FD INST CL 12,081,770 17,471,722
    WESTERN DIGITAL CORP 726,845 888,486
    XINYI SOLAR HOLDINGS ADR 75,930 74,874
    XYLEM INC 737,826 885,403

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Walder Foundation
    EIN:
    46-4092041
    US Government Securities - End of Year Book Value:

    28,238,069
    US Government Securities - End of Year Fair Market Value:

    28,469,556
    State & Local Government Securities - End of Year Book Value:


    8,672,832
    State & Local Government Securities - End of Year Fair Market Value:


    9,082,547


    TY 2021 LandEtcSchedule2
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    REFRIGERATORS 11,404 2,987 8,417 8,418
    LEASEHOLD IMPRVMTS 1,031,324 243,620 787,704 787,704
    OFFICE FURNITURE 350,535 125,186 225,349 225,348
    WEBSITE DEVELOPMNT 81,945 34,147 47,798 47,798


    TY 2021 LegalFeesSchedule
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 431,759     431,759


    TY 2021 OtherExpensesSchedule
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 95,500     95,500
    Bank Charges 2,475 2,461    
    Computers/Electronic Devices 2,404     2,404
    Equipment Maintenance 5,337     5,337
    Equipment/Furniture Purchase 2,049     2,049
    CREDIT CARD FEES 173     173
    Foundation Dues & Memberships 25,495     25,495
    INDEMNIFICATION INSURANCE 8,537     8,537
    Insurance Premiums 21,833     21,833
    Office & Supplies 5,601     5,601
    Payroll Processing Fees 2,368     2,368
    Postage/Delivery Service 2,070     2,070
    State or Local Filing Fees 50     50
    TRAINING & PROF DEVELOPMENT 29,729     29,729
    Website Hosting/Support 283     283


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Description Beginning of Year - Book Value End of Year - Book Value
    LINE OF CREDIT 3,001,458 12,506,077
    SALARY PAYABLE   43,284


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administration of Foundation 6,020     6,020
    EMPLOYEE RECRUITING/TEMP AGNCY 18,850     18,850
    Investment Management Services 737,283 733,184    
    Philanthropic Consulting Srvcs 316,636     316,636
    BENEFIT CONSULTING SERVICES 4,746     4,746
    Website Development 108,929     108,929
    EMCEE SERVICES 10,000     10,000
    ARCHITECTUAL SERVICES 685     685
    VIDEO PRODUCTION SERVICES 111,575     111,575
    MARKETING CONSULTING SERVICES 23,340     23,340
    PROJECT MANAGEMENT 7,706     7,706
    SHREDDING SERVICES 1,767     1,767


    TY 2021 ReasonableCauseExplanation
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Explanation:
    The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1).

    TY 2021 TaxesSchedule
    Name:
    Walder Foundation
    EIN:
    46-4092041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 108,100      
    990-PF Extension for 2020 121,790      
    990-T Extension for 2020 4,800      
    Foreign Tax Paid 6,629 6,592