Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$215,889,426J 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) 1,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 283,766 262,508  
4 Dividends and interest from securities... 3,321,284 3,045,355  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 613,294
b Gross sales price for all assets on line 6a 69,500,899
7 Capital gain net income (from Part IV, line 2)... 562,342
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)....... Click to see attachment
List of Attached Documents:
// Content
4,805 845  
12 Total. Add lines 1 through 11........ 4,224,649 3,871,050  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 130,359     130,359
14 Other employee salaries and wages...... 1,481,505     1,481,505
15 Pension plans, employee benefits....... 413,990     413,990
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
309,418 0 0 309,418
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,682,993 428,660   1,215,493
17 Interest............... 1,692,247 1,551,609    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
61,770 6,575    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
162,325   0
20 Occupancy.............. 247,473     247,473
21 Travel, conferences, and meetings....... 178,084     178,084
22 Printing and publications.......... 2,139     2,139
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
217,632 3,557   213,753
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,579,935 1,990,401 0 4,192,214
25 Contributions, gifts, grants paid....... 22,496,937 22,496,937
26 Total expenses and disbursements. Add lines 24 and 25 29,076,872 1,990,401 0 26,689,151
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -24,852,223
b Net investment income (if negative, enter -0-) 1,880,649
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 5,499,685 4,773,979 4,773,979
3 Accounts receivable right arrow16,744
Less: allowance for doubtful accounts right arrow   30,909 16,744 16,744
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 36,017,383 Click to see attachment
List of Attached Documents:
// Content
36,881,409 		35,863,657
b Investments—corporate stock (attach schedule)....... 143,982,709 Click to see attachment
List of Attached Documents:
// Content
118,667,685 		148,987,352
c Investments—corporate bonds (attach schedule)....... 26,025,566 Click to see attachment
List of Attached Documents:
// Content
26,531,599 		25,511,290
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow1,470,208
Less: accumulated depreciation (attach schedule) right arrow733,804 903,729 Click to see attachment
List of Attached Documents:
// Content
736,404 		736,404
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 212,459,981 187,607,820 215,889,426
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
25,063,331 		Click to see attachment
List of Attached Documents:
// Content
25,063,393
23 Total liabilities (add lines 17 through 22)......... 25,063,331 25,063,393
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 187,396,650 162,544,427
29 Total net assets or fund balances (see instructions)..... 187,396,650 162,544,427
30 Total liabilities and net assets/fund balances (see instructions). 212,459,981 187,607,820
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
187,396,650
2
Enter amount from Part I, line 27a .....................
2
-24,852,223
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
162,544,427
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
162,544,427
Form 990-PF (2023)
Form 990-PF (2023)
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 69,500,899   68,887,605 613,294
b       -50,952
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       613,294
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 2 562,342
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  
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 right arrow 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) 1 26,141
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 26,141
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 26,141
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,625
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,300
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,925
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 216
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowDE, 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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
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
List of Attached Documents:
// Content
Treas
10.0 		93,988 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeffrey L SweetClick to see attachment
List of Attached Documents:
// Content
VP
6.0 		36,371 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Elizabeth WalderClick to see attachment
List of Attached Documents:
// Content
Pres, Sec, Dir
30.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Joseph WalderClick to see attachment
List of Attached Documents:
// Content
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
MEAGAN LEARY SR PROGRAM DIRECTOR
40.0 		196,179 33,520 0
5215 OLD ORCHARD RD STE 1050
SKOKIE,IL60077
Juliana Kerr SR PROGRAM DIRECTOR
40.0 		190,730 23,673 0
5215 OLD ORCHARD RD STE 1050
SKOKIE,IL60077
JACK WESTWOOD PROGRAM DIRECTOR
40.0 		162,181 49,436 0
5215 OLD ORCHARD RD STE 1050
SKOKIE,IL60077
JENNI RICHTON PROGRAM DIRECTOR
40.0 		148,223 52,403 0
5215 OLD ORCHARD RD STE 1050
SKOKIE,IL60077
BRITTANY ANDERSEN GRANTS MGMT DIRECTOR
40.0 		135,473 49,585 0
5215 OLD ORCHARD RD STE 1050
SKOKIE,IL60077
Total number of other employees paid over $50,000...................right arrow 4
Form 990-PF (2023)
Form 990-PF (2023)
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 467,500
150 NORTH RIVERSIDE PLAZA
CHICAGO,IL60606
McDermott Will & Emery LLP Legal 309,418
PO Box 1675
Carol Stream,IL60132
Foundation Advisors LLC Philanthropic 141,600
410 4th St Apt 1
Brooklyn,NY11215
Callahan Consulting For The Arts LLC Philanthropic 97,125
1625 15th St NW 6
Washington,DC20009
Foundation Source Administrative 97,489
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow500
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 COMMUNITY COLLABORATIONS: A TABLE OF DIVERSE PERSPECTIVES AND VOICES IN CHICAGO'S PERFORMING ARTS - CREATING AN 18 MONTHS TABLE OF EXPERTS TO UPLIFT ART SECTOR 125,508
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
202,197,955
b
Average of monthly cash balances.......................
1b
-202,817
c
Fair market value of all other assets (see instructions)................
1c
3,317
d
Total (add lines 1a, b, and c).........................
1d
201,998,455
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
14,861,147
3
Subtract line 2 from line 1d.........................
3
187,137,308
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,807,060
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
184,330,248
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,216,512
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
9,216,512
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
26,141
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
31,539
c
Add lines 2a and 2b............................
2c
57,680
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,158,832
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
9,158,832
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
9,158,832
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
26,689,151
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
26,689,151
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 9,158,832
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 16,782,272
d From 2021...... 15,430,475
e From 2022...... 13,069,917
f Total of lines 3a through e ........ 45,282,664
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 26,689,151
a Applied to 2022, 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 2023 distributable amount..... 9,158,832
e Remaining amount distributed out of corpus 17,530,319
5 Excess distributions carryover applied to 2023.    
(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 62,812,983
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		62,812,983
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 16,782,272
c Excess from 2021.... 15,430,475
d Excess from 2022.... 13,069,917
e Excess from 2023.... 17,530,319
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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
CHICAGO,IL60606 		N/A PC Elevating Chicago Artists through 3Arts Awards Presenting partnership 125,000

ALBANY PARK THEATER PROJECT

PO BOX 25072
CHICAGO,IL60625 		N/A PC Co-Executive Director Position fund 75,000

ALIANZA AMERICAS

3030 W CERMAK
CHICAGO,IL60623 		N/A PC Gotas globales en un ocano local: A Chicago Based transnational leadership program 100,000

ALLIANCE OF FILIPINOS FOR IMMIGRANT RIGHTS AND EMP

4300 N CALIFORNIA AVE STE 200B
CHICAGO,IL60618 		N/A PC General Operating Support 30,000

AMERICAN BUSINESS IMMIGRATION COALITION

1805 S ASHLAND AVE
CHICAGO,IL60608 		N/A PC Here to Work Campaign 2023-2024 90,000

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S

633 THIRD AVE 20TH FL
NEW YORK,NY10017 		N/A PC Science Education Topics - Remote Learning Needs fund 25,000

AMERICAN COMPOSERS FORUM

332 MINNESOTA ST SUITE E-145
ST PAUL,MN55101 		N/A PC Amplifying Artists' Stories on I CARE IF YOU LISTEn 50,000

AMERICAN FRIENDS OF HALA

3612 SHANNON RD
CLEVELAND,OH44118 		N/A PC to Purchase MRI Machine 250,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC Israel Emergency Response fund 72,000

AMERICAN FRIENDS OF MATAN INC

18 ORCHARD HILL DR
MONSEY,NY10970 		N/A PC International Advanced Educators Institute - Eshkolot and strategic planning 161,000

AMERICAN FRIENDS OF NISHMAT

520 8TH AVENUE 4TH FL
NEW YORK,NY10018 		N/A PC Nishmat Miriam Glaubach Center Leadership Education & continuing education 37,500

AMERICAN FRIENDS OF NISHMAT

520 8TH AVENUE 4TH FL
NEW YORK,NY10018 		N/A PC Increased Security Needs fund 18,000

AMERICAN FRIENDS OF NISHMAT

520 8TH AVENUE 4TH FL
NEW YORK,NY10018 		N/A PC Kollel Fellowship fund at Nishmat: The Jeanie Schottenstein center for advanced torah studies for women 150,000

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC

199 WATER ST 11TH FL
NEW YORK,NY10038 		N/A PC Clinical Legal Education Center - Support for Multiculturalism and diversity 36,000

ARTADIA FUND FOR ART & DIALOGUE

45 MAIN ST SUITE 515
BROOKLYN,NY11201 		N/A PC Artadia Awards for Performing Artists 25,000

ARTISTS COOPERATIVE RESIDENCY AND EXHIBITIONS PROJ

2439 S OAKLEY AVE
CHICAGO,IL60608 		N/A PC The Chicago Art Census and Residency Program 50,000

ASIAN AMERICANS ADVANCING JUSTICE - CHICAGO

4716 N BROADWAY ST
CHICAGO,IL60640 		N/A PC General Operating Support 100,000

ASSOCIATED TALMUD TORAHS OF CHICAGO

3531 MADISON ST
SKOKIE,IL60076 		N/A PC REACH Program 50,000

ASYLUM SEEKER ADVOCACY PROJECT INC

228 PARK AVE S 84810
NEW YORK,NY10003 		N/A PC Advocacy, Communications and Positive Narratives 100,000

AUDIENCE ARCHITECTS NFP

205 E RANDOLPH ST
CHICAGO,IL60601 		N/A PC Research and Development fund for a New User-Friendly Website 26,000

BADER HILLEL HIGH INC

6789 N GREEN BAY AVE
GLENDALE,WI53209 		N/A PC General Operating Support 36,000

BATSHEVA LEARNING CENTER INC

737 N FORMOSA AVE
LOS ANGELES,CA90046 		N/A PC Women's Beis Midrash 50,000

BIG NFP

6011 S SAINT LAWRENCE AVE GARD
CHICAGO,IL60637 		N/A PC BIG Phase l: Integrated Water, Ecology, and Utility hub plan for west woodlawn 50,000

BLOCK CLUB CHICAGO NFP

303 WACKER DR 2106
CHICAGO,IL60601 		N/A PC Block Club's Performance Arts Events Newsletter fund 200,000

BRUSHWOOD CENTER AT RYERSON WOODS

21850 N RIVERWOODS RD
RIVERWOODS,IL60015 		N/A PC Health, Equity, and Nature Accelerator fund 5,000

CEDILLE CHICAGO NFP

4311 N RAVENSWOOD AVE
CHICAGO,IL60613 		N/A PC Cedille Chicago's recording of Illinois Philharmonic orchestra and anima fund 50,000

CENTRO ROMERO

6216 N CLARK ST
CHICAGO,IL60660 		N/A PC Support fund for New Arrivals 36,000

CENTRO ROMERO

6216 N CLARK ST
CHICAGO,IL60660 		N/A PC Centro Romero LALAS Project 100,000

CHEDER LUBAVITCH HEBREW DAY SCHOOL INC

5201 HOWARD ST
SKOKIE,IL60077 		N/A PC Equity & Excellence in Education Initiative 120,000

CHICAGO CHESED FUND INC

7045 N RIDGEWAY AVE
LINCOLNWOOD,IL60712 		N/A PC Strategic Plan Implementation - CRM and Feasibility study fund 115,000

CHICAGO COMMUNITY FOUNDATION

33 S STATE ST STE 750
CHICAGO,IL60603 		N/A PC Illinois Immigration Funder Collaborative's Special initiatives 50,000

CHICAGO COMMUNITY FOUNDATION

33 S STATE ST STE 750
CHICAGO,IL60603 		N/A PC Arts Work Fund for Organization Development - THINk explore share 150,000

CHICAGO COMMUNITY FOUNDATION

33 S STATE ST STE 750
CHICAGO,IL60603 		N/A PC Illinois Immigration Funders Collaborative fund 250,000

CHICAGO HORTICULTURAL SOCIETY

1000 LAKE COOK RD
GLENCOE,IL60022 		N/A PC The grass can be greener project: Exploring lawn alternatives for biodiversity support, climate change resilience, and infrastructure 100,000

CHICAGO JEWISH DAY SCHOOL

3730 N CALIFORNIA AVE
CHICAGO,IL60618 		N/A PC Capital Campaign - Science Lab and Innovation Center 166,667

CHICAGO PUBLIC MEDIA INC

NAVY PIER 848 EAST GRAND AVE
CHICAGO,IL60611 		N/A PC Vocalo 62,500

CHICAGO REFUGEE COALITION

303 E WACKER DR STE 2108
CHICAGO,IL60601 		N/A PC Support for New Arrivals 36,000

CHICAGO UNITED FOR EQUITY

355 E OHIO ST UNIT 11396
CHICAGO,IL60611 		N/A PC General Operating Support 40,000

CHINESE AMERICAN SERVICE LEAGUE INC

2141 S TAN CT
CHICAGO,IL60616 		N/A PC Support for New Arrivals 36,000

CITY OF CHICAGO

121 N LASALLE RM 700
CHICAGO,IL60602 		N/A GOV Office of New Americans Fellowship 80,000

CIVL CHARITY INC

1617 W COLUMBIA AVE APT 3N
CHICAGO,IL60626 		N/A PC Elevating Chicago's Performing Arts Ecosystem 50,000

COMMUNITIES UNITED

4600 W PALMER ST
CHICAGO,IL60639 		N/A PC General Operating Support 50,000

CONSTELLATION PERFORMING ARTS

2821 N MAPLEWOOD AVE
CHICAGO,IL60618 		N/A PC Staff Capacity and Production Underwriting Program 80,000

COURT THEATRE FUND

5535 S ELLIS AVE
CHICAGO,IL60637 		N/A PC Establishing an Engagement Division 100,000

CREATIVE CAPITAL FOUNDATION

15 MAIDEN LANE 18TH FL
NEW YORK,NY10038 		N/A PC Career Mapping for Artists: Artist-Driven Engagement strategy 50,000

CROSSROADS FUND

3411 W DIVERSEY AVE STE 20
CHICAGO,IL60647 		N/A PC Cultivate: Women of Color Leadership fund 100,000

CROSSROADS FUND

3411 W DIVERSEY AVE STE 20
CHICAGO,IL60647 		N/A PC Solidarity Fund 50,000

DEPAUL UNIVERSITY

1 E JACKSON BLVD
CHICAGO,IL60604 		N/A PC Impacts of rapid habitat change: Mammalian diversity and its response to deforestation in a global biodiversity hotspot 100,000

DEPAUL UNIVERSITY

1 E JACKSON BLVD
CHICAGO,IL60604 		N/A PC DePaul Asylum and Immigration Legal Clinic - Support for new arrivals 36,000

DEPAUL UNIVERSITY

1 E JACKSON BLVD
CHICAGO,IL60604 		N/A PC DePaul Asylum and Immigration Legal Clinic 78,808

DEPAUL UNIVERSITY

1 E JACKSON BLVD
CHICAGO,IL60604 		N/A PC Support fund for Evacuated Afghan College Students 120,000

EIGHTH BLACKBIRD PERFORMING ARTS ASSOCIATION

4045 N ROCKWELL ST
CHICAGO,IL60618 		N/A PC 2023 and 2024 Blackbird Creative Lab 100,000

ELASTIC ARTS FOUNDATION

3429 W DIVERSEY AVE 208
CHICAGO,IL60647 		N/A PC Elastic guaranteed artist support sustainability 50,000

ENLACE CHICAGO

2759 S HARDING AVE
CHICAGO,IL60623 		N/A PC Leadership Development in Little Village 75,000

ERIE FAMILY HEALTH FOUNDATION INC

1701 W SUPERIOR ST
CHICAGO,IL60622 		N/A SO I Support for New Arrivals 36,000

ERIE NEIGHBORHOOD HOUSE

1701 W SUPERIOR ST
CHICAGO,IL60622 		N/A PC Erie House Legal Services fund 90,000

ERIE NEIGHBORHOOD HOUSE

1701 W SUPERIOR ST
CHICAGO,IL60622 		N/A PC Support fund for New Arrivals 36,000

ETHIOPIAN COMMUNITY ASSOCIATION OF CHICAGO INC

5800 N LINCOLN AVE STE A
CHICAGO,IL60659 		N/A PC Immigration Legal Services fund 60,000

ETZION FOUNDATION INC

111 GALWAY PL STE 203
TEANECK,NJ07666 		N/A PC Consideration and Evaluation of a Women's Shulchan aruch 39,000

ETZION FOUNDATION INC

111 GALWAY PL STE 203
TEANECK,NJ07666 		N/A PC Midreshet Otot - Academic Level Torah Learning for haredi women at herzog college 54,000

ETZION FOUNDATION INC

111 GALWAY PL STE 203
TEANECK,NJ07666 		N/A PC Migdal Oz - Kollel Machshava fund 100,000

ETZION FOUNDATION INC

111 GALWAY PL STE 203
TEANECK,NJ07666 		N/A PC Women's Halachic Writing Fellowship Evaluation and planning 28,000

EXPERIMENTAL SOUND STUDIO

5925 N RAVENSWOOD AVE
CHICAGO,IL60660 		N/A PC Increasing Accessibility & Engagement Through Online initiatives 100,000

FAITH IN PLACE

5416 S CORNELL AVE
CHICAGO,IL60615 		N/A PC Metro Chicago Eco-Ambassadors Youth Program 90,000

FIELD MUSEUM OF NATURAL HISTORY

1400 S DUSABLE LAKESHORE
CHICAGO,IL60605 		N/A PC Magnifying Conservation Impact and Biodiversity Understanding in the guiana shield 383,686

FIELD MUSEUM OF NATURAL HISTORY

1400 S DUSABLE LAKESHORE
CHICAGO,IL60605 		N/A PC Small Mammal and Pathogen Diversity in South Side parks in Chicago: implications for human health and wellbeing 100,000

FIELD MUSEUM OF NATURAL HISTORY

1400 S DUSABLE LAKESHORE
CHICAGO,IL60605 		N/A PC Understanding Chicagoland's Changing Conservation landscape: resurveys for reptiles 100,000

FIELD MUSEUM OF NATURAL HISTORY

1400 S DUSABLE LAKESHORE
CHICAGO,IL60605 		N/A PC Documenting Diversity Amidst a Mass Extinction: Generating a conservation framework for the flora of hispaniola 100,000

FIELD MUSEUM OF NATURAL HISTORY

1400 S DUSABLE LAKESHORE
CHICAGO,IL60605 		N/A PC DNA Barcoding for Conservation: Science, Training, and innovation to preserve the tree of life 350,518

FOREFRONT

200 W MADISON ST 2ND FL
CHICAGO,IL60606 		N/A PC Fresh Taste - Illinois Regenerative Agriculture Initiative 150,000

FOREFRONT

200 W MADISON ST 2ND FL
CHICAGO,IL60606 		N/A PC Fresh Taste - Chicago Region Food System Fund 200,000

FRIENDS OF JERUSALEM COLLEGE OF TECHNOLOGY LTD

445 CENTRAL AVE UNIT 307
CEDARHURST,NY11516 		N/A PC Israel Emergency Response fund 36,000

HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS

208 S LASALLE ST STE 1300
CHICAGO,IL60604 		N/A PC National Immigrant Justice Center Strengthening Legal services for chicago immigrants 350,000

HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS

208 S LASALLE ST STE 1300
CHICAGO,IL60604 		N/A PC National Immigrant Justice Center - Support for New arrivals 36,000

HERITAGE RUSSIAN JEWISH CONGREGATION

2941 W TOUHY AVE
CHICAGO,IL60645 		N/A PC Capital Campaign 180,000

HINDA INSTITUTE

9401 MARGAIL AVE
DES PLAINES,IL60016 		N/A PC Hinda Institute Reentry Program 65,000

HISPANIC AMERICAN COMMUNITY EDUCATION AND SERVICES

820 GREENWOOD AVE
WAUKEGAN,IL60087 		N/A PC Support fund for New Arrivals 36,000

IFF

333 S WABASH AVE STE 2800
CHICAGO,IL60604 		N/A PC America's Cultural Treasures Chicago 250,000

ILLINOIS ARTS ALLIANCE

200 W MADISON ST 3RD FL
CHICAGO,IL60606 		N/A PC Center for Creative Entrepreneurship 75,000

ILLINOIS ARTS ALLIANCE

200 W MADISON ST 3RD FL
CHICAGO,IL60606 		N/A PC Communications Capacity Building fund 100,000

ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT

55 E JACKSON BLVD STE 2075
CHICAGO,IL60604 		N/A PC Support fund for New Arrivals 36,000

ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT

55 E JACKSON BLVD STE 2075
CHICAGO,IL60604 		N/A PC Organizing Institute 72,000

ILLINOIS COMMUNITY FOR DISPLACED IMMIGRANTS

303 E WACKER DR STE 2108
CHICAGO,IL60601 		N/A PC Support fund for New Arrivals 36,000

ILLINOIS ENVIRONMENTAL COUNCIL EDUCATION FUND

520 E CAPITOL AVE
SPRINGFIELD,IL62701 		N/A PC Chicago Conservation Leadership fund 100,000

ILLINOIS INSTITUTE OF TECHNOLOGY

3424 SOUTH STATE ST TC-4TH FL
CHICAGO,IL60616 		N/A PC Leveraging the exposome and patient sensor data to enhance personalized diabetes care across diverse communities 90,000

ILLINOIS INSTITUTE OF TECHNOLOGY

3424 SOUTH STATE ST TC-4TH FL
CHICAGO,IL60616 		N/A PC LiV: Enabling Measurement in Place 360,000

ILLINOIS INSTITUTE OF TECHNOLOGY

3424 SOUTH STATE ST TC-4TH FL
CHICAGO,IL60616 		N/A PC Generation of human neural stem cells to model reprogramming human neurons 90,000

IMMIGRANT JUSTICE CORPS INC

17 BATTERY PL STE 1234
NEW YORK,NY10004 		N/A PC Immigration Representation - Capacity Building fund 200,000

INSTITUTE FOR LATINO PROGRESS

2520 S WESTERN AVE
CHICAGO,IL60608 		N/A PC Instituto del Progreso Latino Immigration Legal Assistance 100,000

INSTITUTE FOR LATINO PROGRESS

2520 S WESTERN AVE
CHICAGO,IL60608 		N/A PC Support fund for New Arrivals 36,000

JAZZ INSTITUTE OF CHICAGO INC

410 S MICHIGAN AVE STE 500
CHICAGO,IL60605 		N/A PC Technical Capacity Building fund 50,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC Chicagoland Retreat fund 10,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC Project Falcon 118,000

JEWISH CHILD AND FAMILY SERVICES

230 W MONROE ST STE 1100
CHICAGO,IL60606 		N/A PC HIAS Immigration & Citizenship fund 75,000

JEWISH FEDERATION OF METROPOLITAN CHICAGO

30 SOUTH WELLS ST
CHICAGO,IL60606 		N/A PC Live Secure Chicago 180,000

JEWISH FUNDERS NETWORK

150 W 30TH ST RM 900
NEW YORK,NY10001 		N/A PC General & unrestricted 18,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

BEN GURION WAY 30 S WELLS ST
CHICAGO,IL60606 		N/A PC Fuente Latina Inc. - Israel Media Support fund within the hispanic community 36,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

BEN GURION WAY 30 S WELLS ST
CHICAGO,IL60606 		N/A PC The American Friends of Beit Issie Shapiro, Inc. - israel emergency response fund 18,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

BEN GURION WAY 30 S WELLS ST
CHICAGO,IL60606 		N/A PC Israel Emergency Response fund 141,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

BEN GURION WAY 30 S WELLS ST
CHICAGO,IL60606 		N/A PC HIAS Inc. - Israel Emergency Response fund 18,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

BEN GURION WAY 30 S WELLS ST
CHICAGO,IL60606 		N/A PC General & unrestricted 75,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

BEN GURION WAY 30 S WELLS ST
CHICAGO,IL60606 		N/A PC American Committee for Shaare Zedek Hospital in Jerusalem inc. - israel emergency response fund 18,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

BEN GURION WAY 30 S WELLS ST
CHICAGO,IL60606 		N/A PC American Friends of Latet Humanitarian Aid Inc - Israel emergency response fund 36,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

BEN GURION WAY 30 S WELLS ST
CHICAGO,IL60606 		N/A PC American Friends of Leket Israel, Inc. - Israel Emergency response fund 18,000

JEWISH WOMAN ENTREPRENEUR

5661 BROOKFIELD CIR E
HOLLYWOOD,FL33312 		N/A PC General Operating Support 50,000

JOAN DACHS BAIS YAAKOV ELEMENTARY SCHOOL-YESHIVAS

6122 N CALIFORNIA AVE
CHICAGO,IL60659 		N/A PC General Operating Support 250,000

JOHNS HOPKINS UNIVERSITY

3400 N CHURCH ST
BALTIMORE,MD21218 		N/A PC The Walder Foundation Distinguished Professorship fund in the department of biochemistry and molecular biology 250,000

JOHNS HOPKINS UNIVERSITY

3400 N CHURCH ST
BALTIMORE,MD21218 		N/A PC Research Activities of Dr. Scott Bailey's Laboratory 200,000

JUMPSTART LABS

2801 OCEAN PARK BLVD 348
SANTA MONICA,CA90405 		N/A PC Jewish Free Loan Chicago, including Evaluation Efforts 15,000

JUSTICE IN MOTION INC

PO BOX 160128
BROOKLYN,NY11216 		N/A PC Justice in Motion Chicago Partnerships 100,000

KEREN HAYESHIVOT TRUST

1954 E 5TH ST
BROOKLYN,NY11223 		N/A PC Maintenance fund of Walder Room at Eretz Chemda 55,000

KEREN HAYESHIVOT TRUST

1954 E 5TH ST
BROOKLYN,NY11223 		N/A PC Eretz Chemda Program 100,000

KESHET

610 ACADEMY DR
NORTHBROOK,IL60062 		N/A PC Adult Employment Program 120,000

LATIN WOMEN IN ACTION

2124 W 21ST PL
CHICAGO,IL60608 		N/A PC General Operating Support 75,000

LATINO POLICY FORUM

180 N MICHIGAN AVE 1250
CHICAGO,IL60601 		N/A PC General Operating Support 100,000

LATINO POLICY FORUM

180 N MICHIGAN AVE 1250
CHICAGO,IL60601 		N/A PC Support fund for New Arrivals 36,000

LATINOS PROGRESANDO

2724 W CERMAK RD
CHICAGO,IL60608 		N/A PC Support fund for New Arrivals 36,000

LIBENU

8052 MONTICELLO AVE STE 203
SKOKIE,IL60076 		N/A PC General Operating Support, Lev Respite, and Residential facilities 120,000

LINCOLN PARK ZOOLOGICAL SOCIETY

2001 N CLARK ST
CHICAGO,IL60614 		N/A PC Global expansion of Chicago-led urban biodiversity research and conservation network 282,640

LINCOLN PARK ZOOLOGICAL SOCIETY

2001 N CLARK ST
CHICAGO,IL60614 		N/A PC Maximizing the health and biodiversity benefits of chicago's community gardens 100,000

LOYOLA UNIVERSITY OF CHICAGO

820 N MICHIGAN AVE
CHICAGO,IL60611 		N/A PC Harnessing native plant microbiomes to enhance the restoration of biodiversity in the chicago region 100,000

LUBAVITCH GIRLS HIGH SCHOOL INC

6350 N WHIPPLE ST
CHICAGO,IL60659 		N/A PC Capital Expenses fund for Construction of a New School building 2,000,000

LUBAVITCH MESIVTA OF CHICAGO

2756 W MORSE AVE
CHICAGO,IL60645 		N/A PC Every Student a Success 45,000

MACHON INC

3702 FORDS LN
BALTIMORE,MD21215 		N/A PC General Operating Support 154,000

MANO A MANO FAMILY RESOURCE CENTER

6 E MAIN ST
ROUND LAKE PK,IL60073 		N/A PC Liderazgo 50,000

MAP FUND INC

228 PARK AVE S PMB 30006
NEW YORK,NY10003 		N/A PC MAP Fund Core Grant and SPA Program for Chicago-Based artists 125,000

MERCAZ BETH JACOB IN ERETZ YISROEL

1859 48TH ST
BROOKLYN,NY11204 		N/A PC Safety Program Against Injury and Abuse 100,000

MERKOS LINYONEI CHINUCH LUBAVITCH CHABAD OF ILLINO

2833 W HOWARD ST
CHICAGO,IL60645 		N/A PC Mental Health Leadership Training 2.0 fund 32,118

MESIVTA SHAAREI ADIRIM

5130 TOUHY AVE
SKOKIE,IL60077 		N/A PC General Operating Support 200,000

MORTON ARBORETUM

4100 ILLINOIS RTE 53
LISLE,IL60532 		N/A PC Chicago Region Trees Initiative Urban Forest Corporate sustainability partnership program 150,000

MORTON ARBORETUM

4100 ILLINOIS RTE 53
LISLE,IL60532 		N/A PC The consequences of burn pile scars for oak ecosystem biodiversity 100,000

NATIONAL ASSOCIATION OF LATINO ARTS & CULTURE

1208 BUENA VISTA ST
SAN ANTONIO,TX78207 		N/A PC NALAC Fund for the Arts in Chicago 250,000

NATIONAL FISH AND WILDLIFE FOUNDATION

1133 FIFTEENTH ST NW STE 1000
WASHINGTON,DC20005 		N/A PC Chi-Cal Rivers Fund 180,000

NATIONAL IMMIGRATION LITIGATION ALLIANCE INC

10 GRIGGS TER
BROOKLINE,MA02446 		N/A PC General Operating Support for Core Programs 20,000

NATIONAL PERFORMANCE NETWORK INC

PO BOX 56698
NEW ORLEANS,LA70156 		N/A PC NPN Conference: Celebrating Chicago fund 100,000

NEO PHILANTHROPY INC

1001 AVE OF THE AMERICAS 12TH FL
NEW YORK,NY10018 		N/A PC Four Freedoms Fund 250,000

NEW MUSIC USA INC

114 JOHN ST 998
NEW YORK,NY10038 		N/A PC Chicago New Music Capacity Building fund 250,000

NISSA FOUNDATION NFP

2930 W LUNT AVE
CHICAGO,IL60645 		N/A SO II Revenue Modeling and Board Development funds 17,500

NORTH SUBURBAN LEGAL AID CLINIC

491 LAUREL AVE
HIGHLAND PARK,IL60035 		N/A PC Immigrant and Refugee Legal Aid Services fund 50,000

NORTH SUBURBAN LEGAL AID CLINIC

491 LAUREL AVE
HIGHLAND PARK,IL60035 		N/A PC Support fund for New Arrivals 36,000

NORTHERN ILLINOIS JUSTICE FOR OUR NEIGHBORS

77 W WASHINGTON ST STE 812
CHICAGO,IL60602 		N/A PC Support fund for New Arrivals 36,000

NORTHERN ILLINOIS JUSTICE FOR OUR NEIGHBORS

77 W WASHINGTON ST STE 812
CHICAGO,IL60602 		N/A PC Immigration Legal Services fund 100,000

NORTHWESTERN UNIVERSITY

1201 DAVIS ST 3RD FLOOR
EVANSTON,IL60208 		N/A PC Assessment of how individual- vs. city-level epidemiology data collection impacts health equity 90,000

NORTHWESTERN UNIVERSITY

1201 DAVIS ST 3RD FLOOR
EVANSTON,IL60208 		N/A PC LiV: Enabling Measurement in Place 90,000

NORTHWESTERN UNIVERSITY

1201 DAVIS ST 3RD FLOOR
EVANSTON,IL60208 		N/A PC Chicago Biomedical Consortium fund BIPOC in biotech 5,000

NUCLEATE BIO INC

88 GORDON ST APT 401
BRIGHTON,MA02135 		N/A PC Chicago Chapter 36,000

NUCLEATE BIO INC

88 GORDON ST APT 401
BRIGHTON,MA02135 		N/A PC Nucleate Israel 36,000

OHR TORAH STONE INSTITUTIONS OF ISRAEL

49 W 45TH ST STE 701
NEW YORK,NY10036 		N/A PC Yad La'isha: The Monica Dennis Goldberg Legal Aid center & hotline 40,000

OHR TORAH STONE INSTITUTIONS OF ISRAEL

49 W 45TH ST STE 701
NEW YORK,NY10036 		N/A PC International Halakha Scholarship fund 120,000

OHR TORAH STONE INSTITUTIONS OF ISRAEL

49 W 45TH ST STE 701
NEW YORK,NY10036 		N/A PC The Susi Bradfield Women's Institute of Halakhic Leadership (WIHL) 25,000

OHR TORAH STONE INSTITUTIONS OF ISRAEL

49 W 45TH ST STE 701
NEW YORK,NY10036 		N/A PC Mental Health Support fund 18,000

OPENDOR MEDIA INC

11110 W OAKLAND PARK BLVD STE 288
SUNRISE,FL33351 		N/A PC General Operating Support 120,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Hadran - Talmud for Young Women 27,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Israel Center on Addiction - Israel Emergency Response fund 75,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC ATIDA - Hadasim 98,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC LeShem Mifalim Hinuchiim - Mental Health Training fund 25,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Keshet DAF IL - Hostage and Missing Families Forum fund 54,000

PENIMI INC

1266 56TH ST
BROOKLYN,NY11219 		N/A PC Link Up Nook: Penimi Division for Young Adults 36,000

PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC

254 WEST 54TH ST 11TH FLOOR
NEW YORK,NY10019 		N/A PC Orthodox Women in Day School Leadership fund 100,000

RAVENSWOOD BUDLONG HEBR CONG

2743 HOLLYWOOD BLVD
HOLLYWOOD,FL33020 		N/A PC Debt Relief and the Operations Director Position funds 260,000

READER INSTITUTE FOR COMMUNITY JOURNALISM INC

2930 S MICHIGAN AVE STE 102
CHICAGO,IL60616 		N/A PC Developing diverse Arts & Culture journalists to create diverse coverage and a sustainable arts ecosystem 100,000

REFUGEE COUNCIL USA

1015 15TH ST NW STE 600
WASHINGTON,DC20005 		N/A PC Planning fund for Chicago Area Module of the Refugee leadership training consortium 38,750

REFUGEEONE

6008 N CALIFORNIA AVE
CHICAGO,IL60659 		N/A PC Support fund for New Arrivals 36,000

RELIEF RESOURCES INC

5904 13TH AVE
BROOKLYN,NY11219 		N/A PC Relief Global Midwest Division 200,000

RESEARCH CORPORATION

4703 E CAMP LOWELL DR STE 201
TUCSON,AZ85712 		N/A EOF Scialog fund to Support Chicago-Area Fellows research 300,000

ROMAN SUSAN ART FOUNDATION NFP

1224 W LOYOLA AVE
CHICAGO,IL60626 		N/A PC Performance Response Journal Programming fund 25,000

RUSH UNIVERSITY MEDICAL CENTER

1201 W HARRISON ST STE 300
CHICAGO,IL60607 		N/A PC Assessment of how individual- vs. city-level epidemiology data collection impacts health equity 90,000

SEFARIA INC

228 PARK AVE S 79262
NEW YORK,NY10003 		N/A PC The Author Initiative and General Operating Support 120,000

SHLUCHIM OFFICE INTERNATIONAL

816 EASTERN PKWY
BROOKLYN,NY11213 		N/A PC Chabad Early Childhood 90,000

SHRIVER CENTER ON POVERTY LAW

67 E MADISON ST STE 2000
CHICAGO,IL60603 		N/A PC Migration and Immigrant Communities 250,000

SINAI HEALTH SYSTEM

CALIFORNIA AVE AT 15TH ST
CHICAGO,IL60608 		N/A PC Support fund for New Arrivals 36,000

SIXTY INCHES FROM CENTER

436 E 47TH ST
CHICAGO,IL60653 		N/A PC The Sixty Artist Roster + Performing Arts Editorial deepening 100,000

SOULU

3557 W PETERSON AVE STE 122
CHICAGO,IL60659 		N/A PC Organizational retreat and General Operating Support 100,000

SOUTHWEST ORGANIZING PROJECT

2558 W 63RD ST
CHICAGO,IL60629 		N/A PC Building Leadership for Public Life 75,000

SPANISH COMMUNITY CENTER

309 N EASTERN AVE
JOLIET,IL60432 		N/A PC Support fund for New Arrivals 36,000

SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSH

610 S MICHIGAN AVE
CHICAGO,IL60605 		N/A PC Leadership Certificate in Combating Antisemitism 75,000

STEPPENWOLF THEATRE CO

1700 N HALSTED ST
CHICAGO,IL60614 		N/A PC Steppenwolf's LookOut Series 150,000

SYRIAN COMMUNITY NETWORK INC

5439 N BROADWAY ST STE 1
CHICAGO,IL60640 		N/A PC SCN Immigration Legal Services fund 60,000

THE AMERICAN FRIENDS OF MIGDAL OHR

1325 AVE OF THE AMERICAS FL 28
NEW YORK,NY10019 		N/A PC Israel Emergency Response fund 25,000

THE ARK

3RD FL 3500 WEST PETERSON AVE
CHICAGO,IL60659 		N/A PC Capital Support 180,000

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI

352 HENRY ADMINISTRATION BLDG
URBANA,IL61801 		N/A PC Development of an infectious disease surveillance program to support the conservation of Chicagoland turtle communities 100,000

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI

352 HENRY ADMINISTRATION BLDG
URBANA,IL61801 		N/A PC Leveraging the exposome and patient sensor data to enhance personalized diabetes care across diverse communities 90,000

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI

352 HENRY ADMINISTRATION BLDG
URBANA,IL61801 		N/A PC Leveraging the exposome and patient sensor data to enhance personalized diabetes care across diverse communities 90,000

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI

352 HENRY ADMINISTRATION BLDG
URBANA,IL61801 		N/A PC Assessment of how individual- vs. city-level epidemiology data collection impacts health equity 90,000

THE JERUSALEM COLLEGE OF TECHNOLOGY

HAVAAD HALEUMI 21
JERUSALEM,GIVAT MORDECHAI91160
IS 		N/A PC Tal Campus Bioinformatics Department and Conference center 240,000

THE NATIONAL ASSOCIATION OF SYSTEM HEADS

1750 16TH ST NW STE 31
WASHINGTON,DC20009 		N/A PC Ukrainian Educational Hubs 54,000

THE SARA TUGMAN BAIS CHABAD TORAH CENTER OF WEST B

5595 W MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PC Mikvah Renovation Project 90,000

THE UNIVERSITY OF TEXAS AT AUSTIN

PO BOX 7458
AUSTIN,TX78713 		N/A GOV Center for Media Engagement - Understanding Migration narratives in chicago 50,000

THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS

2245 S MICHIGAN AVE 301
CHICAGO,IL60616 		N/A PC Young Center Chicago Child Advocate Program 100,000

THEATRE COMMUNICATIONS GROUP INC

520 8TH AVENUE STE 2000
NEW YORK,NY10018 		N/A PC American Theatre Magazine: Chicago Strategy 150,000

UNITED AFRICAN ORGANIZATION INC

6042 S INDIANA AVE
CHICAGO,IL60637 		N/A PC Support fund for New Arrivals 36,000

UNITED STATES ARTISTS INC

200 W MADISON ST FL 3
CHICAGO,IL60606 		N/A PC USA Fellowship fund 125,000

UNITED STATES ENDOWMENT FOR FORESTRY AND COMMUNITI

10 S ACADEMY ST STE 101
GREENVILLE,SC29601 		N/A PC Quantified Ventures Chicagoland SRF Watershed Coordinator 106,250

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		N/A PC 2024 and 2025 Civic Leadership Academy 50,000

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		N/A PC Harnessing fruit bat conservation to combat zoonotic risk in madagaskar 100,000

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		N/A PC Chicago Black Dance Legacy Project 250,000

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		N/A PC Green Line Performing Arts Center 100,000

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		N/A PC 2023 Civic Leadership Academy 50,000

UNIVERSITY OF GUELPH

50 STONE RD EAST
GUELPH,ONTARION1G 2W1
CA 		N/A PC BIOALFA: ADVANCING KNOWLEDGE OF COSTA RICAN BIODIVersity through dna barcodes 333,000

VERA INSTITUTE OF JUSTICE INC

34 35TH ST 42A
BROOKLYN,NY11232 		N/A PC Evaluation of Legal Representation in the Chicago immigration court 100,000

WELCOMING AMERICA INC

315 W PONCE DE LEON AVE STE 500
DECATUR,GA30030 		N/A PC General Operating Support 150,000

WINDOW TO THE WORLD

5400 N ST LOUIS AVE
CHICAGO,IL60625 		N/A PC WFMT Audience Development Programming 100,000

WINDWARD FUND

1828 L ST NW SUITE 300-C
WASHINGTON,DC20036 		N/A PC Daybreak Fund: Natural Climate Solutions for Lake michigan 50,000

WORLD RELIEF CORPORATION OF NATIONAL ASSOCIATION O

PO BOX 96479
WASHINGTON,DC20077 		N/A PC Immigration Legal Services Asylum Clinic 100,000

WORLD RELIEF CORPORATION OF NATIONAL ASSOCIATION O

PO BOX 96479
WASHINGTON,DC20077 		N/A PC Support fund for New Arrivals 36,000

YESHIVA SHEARIS YISROEL-VEITZENER CHEDER INC

2828 W PRATT BLVD
CHICAGO,IL60645 		N/A PC Mortgage Reduction Funds 360,000

YESHIVA UNIVERSITY

2495 AMSTERDAM AVE
NEW YORK,NY10033 		N/A PC Advancing Women's Learning and Leadership: THE GRADUATE PROGRAM FOR ADVANCED TALMUDIC STUDIES (GPATS) 200,000

YESHIVATH ACHEI TMIMIM OF PITTSBURGH

2100 WIGHTMAN ST
PITTSBURGH,PA15217 		N/A PC Capital Support 200,000
Total .................................right arrow 3a 22,496,937
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 21,258 14 262,508  
4 Dividends and interest from securities .... 525990 275,928 14 3,045,356  
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 50,952 18 562,342  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		525990 77 14 845  
bFederal Tax Refund     01 3,883  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 348,215 3,874,934  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,223,149
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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, 2023 THE FOUNDATION PAID $93,988 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, 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 31,2023, THE FOUNDATION PAID $36,371 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.

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

TY 2023 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 4,616 SL 7 1,629   0  
LEASEHOLD IMPRVMTS 2019-07-01 1,031,324 341,067 SL 10 97,447   0  
WEBSITE DEVELOPMNT 2019-11-30 81,945 50,537 SL 5 16,390   0  
OFFICE FURNITURE 2019-07-01 5,000 2,500 SL 7        
OFFICE FURNITURE 2019-07-01 345,535 172,759 SL 7 49,359   0  

TY 2023 InvestmentsCorpBondsSchedule
Name:
Walder Foundation
EIN:
46-4092041
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 3.200% - 11/21/20 358,506 299,504
ABBVIE INC SER B - 2.600% - 11 289,263 293,055
AERCAP IRELAND CAPITAL DESIGN 168,178 178,230
ALEXANDRIA REAL ESTATE - 4.900 197,961 155,445
AMERICAN ELEC PWR INC - 1.000% 309,771 292,445
AMERICAN HONDA FIN CORP - 1.20 324,661 312,763
AMERICAN TOWER CORP - 1.600% - 36,070 33,284
AMERICAN TOWER CORP - 3.125% - 133,593 118,219
AMGEN INC - 2.200% - 02/21/202 341,590 307,051
AMPHENOL CORP - 2.800% - 02/15 199,420 205,183
ANHEUSER BUSCH - 4.750% - 01/2 402,877 335,423
ANTHEM INC NOTE - 3.650% - 12/ 224,393 217,940
APTIV PLC / APTIV CORP - 3.250 198,571 203,602
ASIAN DEVELOPMENT BANK - 3.875 138,604 147,046
ASIAN DEVELOPMENT BANK ADB MTN 50,559 49,559
ASTRAZENECA FINANCE LLC NOTE - 284,911 285,717
AT&T INC - 4.300% - 02/15/2030 281,465 289,316
AT&T INC - 4.350% - 03/01/2029 186,284 197,562
BANK NOVA SCOTIA HALIFAX SER I 305,088 293,330
BHP BILLITON FIN - 4.750% - 02 281,890 283,130
BIO RAD LABS - 3.700% - 03/15/ 192,187 198,980
BK OF AMERICA CORP SER N MTN - 542,386 456,762
BNY MELLONC ORP SER J - 4.410% 423,713 417,597
BOSTON PPTYS LTD PARTNERSHIP N 147,899 134,549
CANADIAN PAC RY CO - 1.750% - 140,650 142,990
CARRIER GLOBAL CORP - 2.242% - 319,041 313,046
CITIGROUP INC - 3.200% - 10/21 552,835 563,031
CITIZENS BK - 6.064% - 10/24/2 258,323 260,488
CNH EQUIP TR - 5.900% - 02/16/ 174,995 176,072
COMCAST CORP - 3.150% - 03/01/ 380,708 388,449
CONSOLIDATED EDISON CO N Y INC 148,355 149,345
COUNCIL EUROPE DEV BK NOTE - 3 578,169 571,506
CROWN CASTLE INTL - 3.300% - 0 197,426 197,513
CVS CAREMARK CORP NOTE - 4.300 326,217 275,577
DEERE JOHN CAPITAL CORP MTN - 423,524 427,200
DISNEY WALT CO - 2.000% - 09/0 451,339 412,760
DTE ELEC CO - 2.250% - 03/01/2 401,546 333,847
EASTMAN CHEMICAL - 4.500% - 12 184,930 156,465
ENBRIDGE - 2.500% - 08/01/2033 235,971 188,539
EQUINIX INC - 2.900% - 11/18/2 149,366 131,197
EQUINIX INC NOTE CALL MAKE WHO 300,677 308,095
EUROPEAN INVESTMENT BANK - 3.2 349,738 349,450
EVERSOURCE ENERGY - 1.650% - 0 348,740 300,586
FORD CREDIT AUTO SER - 6.170% 124,989 125,531
FORTIS INC. SER. B - 3.055% - 202,485 203,760
GENERAL MLS INC - 4.200% - 04/ 194,806 179,247
GOLDMAN SACHS GROUP - 3.500% - 261,845 240,833
HSBC HOLDINGS PLC - 6.254% - 0 206,769 218,326
INTEL CORP - 2.450% - 11/15/20 400,050 351,391
INTERNATIONAL BK FOR RECON & D 743,423 760,022
JOHN DEER CAPITAL - 5.590% - 0 435,017 435,250
JP MORGAN CHASE - 2.580% - 04/ 501,176 422,869
KREDITANSTALT FUR WIEDERAFBAU 1,044,669 1,058,641
LINCOLN NATL CORP - 3.050% - 0 205,358 168,064
MARVELL - 5.950% - 09/15/2033 294,380 308,283
MEDTRONIC GLOBAL HLDGS S C A N 282,854 281,089
MICRON TECHNOLOGY INC NOTE - 6 99,973 102,775
MITSUBISHI UFJ FIN - 2.309% - 250,845 207,796
MORGAN STANLEY - 0.864% - 10/2 310,037 302,614
MORGAN STANLEY SER I MTN - 6.3 275,332 280,858
NEXTERA ENERGY CAP HLDGS INC B 290,912 280,627
NORTHROP GRUMMAN CORP - 3.250% 282,273 286,797
PERKINELMER INC - 2.250% - 09/ 240,767 246,376
PNC BANK - 3.250% - 06/01/2025 499,565 486,379
PNC FINL - 6.875% - 10/20/2034 200,023 200,200
PROGRESSIVE CORP NOTE - 3.000% 304,870 290,451
PUBLIC SERVICE ENTERPRIS - 2.8 362,205 345,501
ROPER TECHNOLOGIES INC - 1.750 150,053 156,803
ROYAL BK CDA SER H - 1.150% - 324,354 312,808
SEMPRA ENERGY NOTE 3.4% 02/01/ 300,948 286,159
SHELL INT'L FINANCE - 2.875% - 477,775 481,461
SIMON PPTY GROUP LP - 2.000% - 465,681 459,280
SPRINT CAP CORP NT - 8.750% - 295,074 302,462
STARBUCKS - 3.500% - 03/01/202 132,428 115,519
STATE STR CORP NOTE - 2.354% - 509,419 487,431
SUMITOMO MITSUI FIN GRP INC NO 225,088 197,098
TAPESTREY INC - 7.350% - 11/27 197,107 205,814
TD BANK MTN - 5.264% - 12/11/2 196,012 198,471
TORONTO DOMINION BANK - 5.103% 415,000 417,991
TOTAL CAPITAL - 3.455% - 02/19 368,755 347,532
TRIMBLE INC NOTE - 6.100% - 03 287,771 304,825
UNIFORM MBS - 2.000% - 03/01/2 354,200 366,342
UNIFORM MBS - 2.000% - 09/01/2 144,601 145,225
UNITED PARCEL SERVICE - 3.400% 271,873 241,860
UNITEDHEALTH GROUP INC - 3.750 576,273 517,501
VERIZON - 1.500% - 09/18/2030 345,191 288,813
VERIZON MASTER TR SER 2021-1 - 106,361 107,821
VERIZON MASTER TR SER 2022-7 C 232,959 232,994
XYLEM INC NOTE CALL MAKE WHOLE 197,663 201,552

TY 2023 InvestmentsCorpStockSchedule
Name:
Walder Foundation
EIN:
46-4092041
Name of Stock End of Year Book Value End of Year Fair Market Value
AIA GROUP LTD ADR 180,075 133,618
ALIBABA GROUP HOLDING LTD 639,384 209,044
AMETEK INC 515,888 593,604
BILL COM HOLDINGS 333,684 301,883
BOOZ ALLEN HAMILTON HOLDING CO 375,409 511,640
CALVERT US LARGE CAP CORE RESP 28,674,971 45,865,961
CALVERT US LARGE CAP GROWTH RE 35,019,641 45,856,759
CAPITEC BANK HLDGS 57,945 80,334
CARMAX INC 402,882 383,700
CHINA MERCHANTS BANK 176,641 75,924
COSAN ADR REPRESENTING 133,996 139,201
COSTAR GROUP, INC 521,539 611,730
CREDICORP LTD 66,529 62,057
DEVRY INC 241,060 298,838
DEXCOM, INC 378,448 397,088
DOLBY LABORATORIES 530,324 542,934
DUTCH BROS INC 431,233 475,050
EPAM SYSTEMS INC 53,093 48,466
EVOLENT HEALTH INC 668,156 678,767
FASTENAL COMPANY 513,216 615,315
FLYWIRE CORP 553,050 465,315
GENERAC HOLDING INC 592,147 646,200
GLOBAL PAYMENTS INC 79,391 88,900
GLOBANT SA 117,152 146,120
GRUPO FIN ADR 89,450 125,274
GUIDEWIRE SOFTWARE INC 391,335 545,200
HDFC BANK LTD ADR 261,468 256,933
ICICI BK LTD ADS 136,719 193,990
INSULET CORPORATION 165,287 216,980
IRHYTHM TECHNOLOGIES INC 651,372 588,720
ISHARES TRUST ISHARES MSCI EAF 6,445,896 7,538,132
JD.COM, INC 176,911 67,553
LUBRIZOL CP 259,235 226,000
MARTIN CURRIE SMA-SHARES SERIE 3,398,489 2,994,432
MEITUAN DIANPING UNSPONSORED A 361,958 85,448
MINTH GROUP UNSPONSORED ADR RE 82,433 40,512
MONTROSE ENVIRONMENTAL GRP ORD 456,198 417,690
NEOGEN CORPORATION 348,668 402,200
NOVANTA INC 439,897 454,707
PHREESIA INC COM 605,519 463,000
PIMCO FUNDS TOTAL RETURN FUND 11,693,026 11,037,645
PING AN INSURANCE GROUP ADR 259,233 96,550
POOL CORP 250,959 289,065
PORTILLO S ORD SHS CLASS A 596,938 461,970
POWERSCHOOL HLDGS INC 461,097 600,780
PT BANK NEGARA INDONESIA 57,104 62,875
PT BANK RAKYAT ADR 112,425 133,223
PT TELEKOM. IND. TBK ADR 69,854 74,534
PURE STORAGE INC 293,465 356,600
RESMED INC 500,347 378,444
RITCHIE BROS AUCTIONEERS 435,860 535,120
RYAN SPECIALTY GROUP HOLDINGS 545,940 559,260
SAREPTA THERAPEUTICS INC 242,777 212,146
SPROUT SOCIAL INC 538,047 737,280
TAIWAN SEMICONDUCTOR MFG CO LT 618,847 622,726
TENCENT HOLDINGS LIMITED 670,258 351,220
THE DESCARTES SYSTEMS GROUP 485,780 521,172
TOAST INC 318,788 292,160
TRANSDIGM GRP INC 524,375 667,656
TREX CO INC 451,144 683,018
TWILIO INC 279,331 343,312
TYLER TECHNOLOGIES, INC 383,692 418,120
WAL-MART DE MEX V SP/ADR 81,182 92,631
WB INTL LEADERS FD INST CL 11,631,800 13,502,613
WEG SA BRAZIL SPONSORED ADR 110,325 142,940
WESTINGHOUSE AIR BRAKE TECHNOL 486,726 634,500
WORKDAY INC 474,765 710,855
WUXI BIOLOGICS INC ADR 135,002 59,712
XINYI SOLAR HOLDINGS ADR 75,930 25,356
XOMETRY INC 355,979 538,650

TY 2023 InvestmentsGovtObligationsSch
Name:
Walder Foundation
EIN:
46-4092041
US Government Securities - End of Year Book Value:

27,754,048
US Government Securities - End of Year Fair Market Value:

27,020,086
State & Local Government Securities - End of Year Book Value:


9,127,361
State & Local Government Securities - End of Year Fair Market Value:


8,843,571


TY 2023 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 6,245 5,159 5,159
LEASEHOLD IMPRVMTS 1,031,324 438,514 592,810 592,810
WEBSITE DEVELOPMNT 81,945 66,927 15,018 15,018
OFFICE FURNITURE       0
OFFICE FURNITURE 345,535 222,118 123,417 123,417


TY 2023 LegalFeesSchedule
Name:
Walder Foundation
EIN:
46-4092041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 309,418     309,418


TY 2023 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 97,489     97,489
Bank Charges 3,879 3,557    
Computers/Electronic Devices 7,460     7,460
Digital Subscriptions 2,502     2,502
Equipment Maintenance 279     279
Foundation Dues & Memberships 30,429     30,429
Indemnification Insurance 8,533     8,533
Insurance Premiums 26,369     26,369
ANNUAL CREDIT CARD FEES 95     95
CREDIT CARD FEES 39     39
Office & Supplies 10,893     10,893
Payroll Processing Fees 2,697     2,697
Postage/Delivery Service 642     642
SOCIAL MEDIA/ADVERTISING EXP 543     543
State or Local Filing Fees 50     50
TRAINING & PROF DEVELOPMENT 25,663     25,663
Website Hosting/Support 70     70


TY 2023 OtherIncomeSchedule2
Name:
Walder Foundation
EIN:
46-4092041
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 922 845  
Federal Tax Refund 3,883    


TY 2023 OtherLiabilitiesSchedule
Name:
Walder Foundation
EIN:
46-4092041
Description Beginning of Year - Book Value End of Year - Book Value
LINE OF CREDIT 25,037,500 25,038,945
SALARY PAYABLE 25,831 24,448


TY 2023 OtherProfessionalFeesSchedule
Name:
Walder Foundation
EIN:
46-4092041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administration of Foundation 78,872     78,872
Investment Management Services 467,500 428,660    
EVENT RENTAL & INSTALL 39,522     39,522
PR & EVENT MANAGEMENT 138,000     138,000
PHOTOGRAPHY SERVICES 600     600
VIDEOGRAPHY SERVICES 2,125     2,125
EQUIVALENCY DETERMINATION 3,700     3,700
IT SERVICES 1,603     1,603
SHREDDING SERVICES 987     987
BENEFIT CONSULTING SERVICES 4,573     4,573
WRITING SERVICES 1,000     1,000
EDITING SERVICES 1,000     1,000
EVENT SPEAKER 750     750
PHILANTHROPIC CONSULTING SRVCS 942,761     942,761


TY 2023 TaxesSchedule
Name:
Walder Foundation
EIN:
46-4092041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 7,800      
990-PF Extension for 2022 2,000      
990-T Income Tax for 2022 44,800      
Foreign Tax Paid 7,170 6,575