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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$199,745,590J 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) 1,800
2 Check right arrow.............
3 Interest on savings and temporary cash investments 92,875 84,873  
4 Dividends and interest from securities... 3,557,940 3,253,964  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,318,014
b Gross sales price for all assets on line 6a 68,597,202
7 Capital gain net income (from Part IV, line 2)... 4,859,867
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
1,972    
12 Total. Add lines 1 through 11........ 8,972,601 8,198,704  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 171,475     171,475
14 Other employee salaries and wages...... 1,729,355     1,729,355
15 Pension plans, employee benefits....... 493,720     493,720
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
619,417 0 0 619,417
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,987,310 387,454   1,563,330
17 Interest............... 1,323,655 1,209,622    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
61,847 2,039    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
160,953   0
20 Occupancy.............. 255,680     255,680
21 Travel, conferences, and meetings....... 445,543     445,543
22 Printing and publications.......... 3,958     3,958
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
343,005 1,218   341,683
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,595,918 1,600,333 0 5,624,161
25 Contributions, gifts, grants paid....... 24,415,290 24,415,290
26 Total expenses and disbursements. Add lines 24 and 25 32,011,208 1,600,333 0 30,039,451
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,038,607
b Net investment income (if negative, enter -0-) 6,598,371
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 4,773,979 1,940,262 1,940,262
3 Accounts receivable right arrow19,127
Less: allowance for doubtful accounts right arrow   16,744 19,127 19,127
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) 36,881,409 Click to see attachment
List of Attached Documents:
// Content
29,746,215 		28,584,297
b Investments—corporate stock (attach schedule)....... 118,667,685 Click to see attachment
List of Attached Documents:
// Content
99,189,879 		146,224,648
c Investments—corporate bonds (attach schedule)....... 26,531,599 Click to see attachment
List of Attached Documents:
// Content
23,107,807 		22,401,805
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 arrow894,757 736,404 Click to see attachment
List of Attached Documents:
// Content
575,451 		575,451
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 187,607,820 154,578,741 199,745,590
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
25,063,393 		Click to see attachment
List of Attached Documents:
// Content
15,072,640
23 Total liabilities (add lines 17 through 22)......... 25,063,393 15,072,640
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 162,544,427 139,506,101
29 Total net assets or fund balances (see instructions)..... 162,544,427 139,506,101
30 Total liabilities and net assets/fund balances (see instructions). 187,607,820 154,578,741
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
162,544,427
2
Enter amount from Part I, line 27a .....................
2
-23,038,607
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
281
4
Add lines 1, 2, and 3 ..........................
4
139,506,101
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
139,506,101
Form 990-PF (2024)
Form 990-PF (2024)
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 68,597,202   63,279,188 5,318,014
b       -458,147
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       5,318,014
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 4,859,867
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 91,717
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 91,717
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 91,717
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 84,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 93,700
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,983
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,983 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
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 2024 or the taxable year beginning in 2024? 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 arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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 		118,913 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeffrey L SweetClick to see attachment
List of Attached Documents:
// Content
VP
6.0 		52,562 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 Walder through March 2024Click to see attachment
List of Attached Documents:
// Content
Dir
0.0 		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
Juliana Kerr SR PROGRAM DIRECTOR
40.0 		221,237 22,829  
5215 OLD ORCHARD RD
Skokie,IL60077
JACK WESTWOOD SR PROGRAM DIRECTOR
40.0 		205,654 51,320  
5215 OLD ORCHARD RD
Skokie,IL60077
MEAGAN LEARY SR PROGRAM DIRECTOR
40.0 		183,592 38,623  
5215 OLD ORCHARD RD
Skokie,IL60077
JENNI RICHTON PROGRAM DIRECTOR
40.0 		173,927 50,339  
5215 OLD ORCHARD RD
Skokie,IL60077
BRITTANY ANDERSEN SR DIR OF OPS &GRANT
40.0 		159,992 50,854  
5215 OLD ORCHARD RD
Skokie,IL60077
Total number of other employees paid over $50,000...................right arrow 500
Form 990-PF (2024)
Form 990-PF (2024)
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 423,980
150 NORTH RIVERSIDE PLAZA
CHICAGO,IL60606
McDermott Will & Emery LLP legal 390,404
PO Box 931464
ATLANTA,GA31193
Greenberg Traurig LLP Legal 221,256
PO Box 936769
Atlanta,GA31193
CG Life Philanthropic 195,995
657 W Lake Street
Chicago,IL60661
Wagner Lane Productions Event prod, photo,AV 188,032
411 W Ontario St
Chicago,IL60654
Total number of others receiving over $50,000 for professional services.............right arrow100
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 FORUM OF DIVERSE PERSPECTIVES AND VOICES IN CHICAGO'S ART COMMUNITY - CREATING SPACE TO UPLIFT THE SECTOR AND ENCOURAGE COLLABORATION 79,827
2 GUIDE: RESOURCE FOR LOCAL PHILANTHROPY INTERESTED IN SUPPORTING A WELCOMING CHICAGO 54,784
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 (2024)
Form 990-PF (2024)
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
203,522,511
b
Average of monthly cash balances.......................
1b
-546,396
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
202,976,115
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
13,547,227
3
Subtract line 2 from line 1d.........................
3
189,428,888
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,841,433
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
186,587,455
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,329,373
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
9,329,373
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
91,717
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
116,853
c
Add lines 2a and 2b............................
2c
208,570
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,120,803
4
Recoveries of amounts treated as qualifying distributions................
4
281
5
Add lines 3 and 4............................
5
9,121,084
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
9,121,084
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
30,039,451
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
30,039,451
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 9,121,084
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 16,782,272
c From 2021...... 15,430,475
d From 2022...... 13,069,917
e From 2023...... 17,530,319
f Total of lines 3a through e ........ 62,812,983
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 30,039,451
a Applied to 2023, 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 2024 distributable amount..... 9,121,084
e Remaining amount distributed out of corpus 20,918,367
5 Excess distributions carryover applied to 2024.    
(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 83,731,350
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		83,731,350
10 Analysis of line 9:
a Excess from 2020.... 16,782,272
b Excess from 2021.... 15,430,475
c Excess from 2022.... 13,069,917
d Excess from 2023.... 17,530,319
e Excess from 2024.... 20,918,367
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

A Whitehead

1515 W Hollywood Avenue
Chicago,IL60603 		none I platform award 5,000

A Young

850 N California Avenue
Chicago,IL60622 		none I platform award 66,667

ALBANY PARK THEATER PROJECT

3320 W FOSTER AVE PMB 120
CHICAGO,IL60625 		N/A PC Support for Co-Executive Director Position 75,000

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVE STE 750
CHICAGO,IL60601 		N/A PC Chicago(land) Flooding and Sanitation Equity Initiative 450,000

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 Support for Purchase of MRI Machine 250,000

AMERICAN FRIENDS OF HARUV-MEHALEV ASSOCIATION LTD

4502 E 41ST ST
TULSA,OK74135 		N/A PC The Haruv Institute - National Center for Innovation in Children's Resilience, Trauma and Mental Health 100,000

AMERICAN FRIENDS OF MAOZ-SEAL INC

C/O ABS 57 WINGATE ST STE 204
HAVERHILL,MA01832 		N/A PC Cross-System Leadership Training for the Mental Healthcare field 100,000

AMERICAN FRIENDS OF MATAN INC

18 ORCHARD HILL DR
MONSEY,NY10970 		N/A PC International Advanced Educators Institute - Eshkolot and strategic planning 125,000

AMERICAN FRIENDS OF NISHMAT

520 8TH AVENUE 4TH FL
NEW YORK,NY10018 		N/A PC Kollel Fellowships at Nishmat: The Jeanie Schottenstein Center for Advanced Torah Studies for Women 150,000

AMERICAN FRIENDS OF PEACE OF MIND INC

1581 ROUTE 27 STE 201
EDISON,NJ08817 		N/A PC Metiv Israel Psychotrauma Center- MDMA Assisted Therapy research 54,000

AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC

8 W 40TH ST 8TH FL
NEW YORK,NY10018 		N/A PC National Center for Post Trauma and Resilience 54,000

AMERICAN IMMIGRATION COUNCIL INC

1331 G ST NW 2ND FLOOR
WASHINGTON,DC20005 		N/A PC Practical Pathways for Legal Assistance 75,000

AMERICAS MEDIA INITIATIVE NFP

4750 N SHERIDAN RD STE 329
CHICAGO,IL60640 		N/A PC Documentary Series on Immigration in Chicago (working title) 50,000

ART WORKS PROJECTS

909 W WASHINGTON BLVD APT 905
CHICAGO,IL60607 		N/A PC Understanding Migration in Chicago 50,000

ART COUNCIL INC ARTADIA FUND FOR ART & DIALOGUE

PO BOX 20187
BROOKLYN,NY11202 		N/A PC Artadia Awards for Performing Artists 25,000

ASYLUM SEEKER ADVOCACY PROJECT INC

228 PARK AVE S 84810
NEW YORK,NY10003 		N/A PC General Operating Support 50,000

B Calhoun

9642 S Crandon Avenue
Chicago,IL60617 		none I platform award 66,667

B Fernandes

746 W Melrose Street
Chicago,IL60657 		none I platform award 66,667

B Gay

7149 S Rhodes
Chicago,IL60619 		none I platform award 5,000

BADER HILLEL HIGH INC

6789 N GREEN BAY AVE
GLENDALE,WI53209 		N/A PC General Operating Support 54,000

BATSHEVA LEARNING CENTER INC

737 N FORMOSA AVE
LOS ANGELES,CA90046 		N/A PC General Operating Support and Adapting High School curriculum 75,000

BLOCK CLUB CHICAGO NFP

333 N MICHIGAN AVE 1000
CHICAGO,IL60601 		N/A PC Expand & amplify Block Club's coverage of Chicago's immigrant communities with an Immigrant Communities Reporting Fellow 25,000

BORDERLESS MAGAZINE NFP

4753 N BROADWAY FLR 2
CHICAGO,IL60640 		N/A PC Visualizing a Welcoming City 75,000

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 COMMUNITY FOUNDATION

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

CHICAGO HORTICULTURAL SOCIETY

1000 LAKE COOK RD
GLENCOE,IL60022 		N/A PC Improving ex situ plant conservation: Scaling up zoo pedigree management approaches to critically rare plants in the Pacific 387,049

CHICAGO HORTICULTURAL SOCIETY

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

CHICAGO MEZUZAH AND MITZVAH CAMPAIGN

2757 W PRATT BLVD
CHICAGO,IL60645 		N/A PC CMC Senior Center Garden 150,000

CHICAGO PUBLIC MEDIA INC

NAVY PIER 848 EAST GRAND AVE
CHICAGO,IL60611 		N/A PC Deepening Understanding of Migration in Chicago through local reporting 50,000

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 Understanding Migration in Chicago and Executive Director salary 25,000

CHICAGO STATE FOUNDATION

9501 S KING DR
CHICAGO,IL60628 		N/A PC Enhancing the impacts and footprints of the Illinois lsamp 148,170

CHICAGO UNITED FOR EQUITY

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

CHICAGO URBAN LEAGUE

4510 S MICHIGAN AVE
CHICAGO,IL60653 		N/A PC Changing Faces, Safe Places 75,000

CITY OF CHICAGO

121 N LASALLE RM 700
CHICAGO,IL60602 		N/A GOV Office of New Americans Fellowship 40,000

CIVL CHARITY INC

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

CONCORD COMMUNITY ORGANIZATION

6319 S KIMBARK AVE
CHICAGO,IL60637 		N/A PC Home Away From Home Center 40,000

CONSTELLATION PERFORMING ARTS

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

CORE I INC

1052 NEW YORK AVE
BROOKLYN,NY11203 		N/A PC General Operating Support 75,000

CORE I INC

1052 NEW YORK AVE
BROOKLYN,NY11203 		N/A PC General support 200,000

COURT THEATRE FUND

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

CREATIVE CAPITAL FOUNDATION

15 MAIDEN LN
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 100,000

D Jones

226 North Clinton Street
Chicago,IL60661 		none I platform award 66,667

D Locks

2707 N Lawndale Avenue
Chicago,IL60647 		none I platform award 5,000

DANCE USA

1015 15TH ST NW STE 1000
WASHINGTON,DC20005 		N/A PC Dance/USA 2025 National Conference in Chicago, IL 50,000

DEPAUL UNIVERSITY

1 E JACKSON BLVD
CHICAGO,IL60604 		N/A PC DePaul Asylum and Immigration Legal Clinic - Strengthening Legal Services for Immigrants in Chicago 75,000

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 Support for Evacuated Afghan College Students 120,000

E Kilmurray

2856 N Hamlin Avenue
Chicago,IL60618 		none I platform award 5,000

E Ratcliff

1215 S Indiana Avenue
Chicago,IL60605 		none I platform award 5,000

E Stein

1847 W School Street
Chicago,IL60657 		none I platform award 5,000

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 15,000

ELMHURST UNIVERSITY

190 S PROSPECT AVE
ELMHURST,IL60126 		N/A PC Ecology, Conservation, and Biodiversity Summer Research program 68,654

ETHIOPIAN COMMUNITY ASSOCIATION OF CHICAGO INC

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

ETZION FOUNDATION INC

111 GALWAY PL STE 203
TEANECK,NJ07666 		N/A PC First Stages of Development for Women's Law Book 40,000

ETZION FOUNDATION INC

111 GALWAY PL STE 203
TEANECK,NJ07666 		N/A PC Women's Shulchan Aruch and Halachic Writing Fellowship 330,075

ETZION FOUNDATION INC

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

FAITH IN PLACE

5416 S CORNELL AVE
CHICAGO,IL60615 		N/A PC Metro Chicago Eco-Ambassadors Youth Program, 2024-2026 80,000

FIELD MUSEUM OF NATURAL HISTORY

75 REMITTANCE DR STE 1093
CHICAGO,IL60675 		N/A PC Magnifying Conservation Impact and Biodiversity Understanding in the Guiana Shield 229,127

FIELD MUSEUM OF NATURAL HISTORY

75 REMITTANCE DR STE 1093
CHICAGO,IL60675 		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

75 REMITTANCE DR STE 1093
CHICAGO,IL60675 		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

75 REMITTANCE DR STE 1093
CHICAGO,IL60675 		N/A PC Understanding Chicagoland's Changing Conservation Landscape: Resurveys for Reptiles and Amphibians of Will County, IL 100,000

FJC

225 W 39TH ST 12TH FL
NEW YORK,NY10018 		N/A PC Orthodox Leadership Project 36,000

FOREFRONT

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

G Krebs

4716 North Keystone Avenue
Chicago,IL60630 		none I platform award 5,000

GREEN CARD VOICES

2611 1ST AVE S
MINNEAPOLIS,MN55408 		N/A PC Green Card Youth Voices: Immigration Stories from Chicago High Schools (GCYV Chicago) 70,380

HEALTHY SCHOOLS CAMPAIGN

190 S LASALLE 1508
CHICAGO,IL60603 		N/A PC Green + Resilient Chicago: A sustainable, equitable plan for public investment in Green Stormwater Infrastructure 260,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC Community Sponsorship: Capturing Key Learnings for Refugees and Local Communities 90,000

HILLEL TORAH NORTH SUBURBAN DAY SCHOOL

7120 LARAMIE AVE
SKOKIE,IL60077 		N/A PC Capital Campaign Consultant 28,000

HILLEL TORAH NORTH SUBURBAN DAY SCHOOL

7120 LARAMIE AVE
SKOKIE,IL60077 		N/A PC Hillel Torah Campus Expansion and Renovation 500,000

HINDA INSTITUTE

9401 MARGAIL AVE
DES PLAINES,IL60016 		N/A PC Hinda Mental Health Program 70,000

IDA CROWN JEWISH ACADEMY INC

8233 CENTRAL PARK AVE
SKOKIE,IL60076 		N/A PC Inspiring Young Women (Ida Crown Girls Club/Mechanechet program) 100,000

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 FL 3
CHICAGO,IL60606 		N/A PC Communications Capacity Building 100,000

ILLINOIS ARTS ALLIANCE

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

ILLINOIS ENVIRONMENTAL COUNCIL EDUCATION FUND

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

ILLINOIS HUMANITIES COUNCIL INCORPORATED

125 S CLARK ST STE 650
CHICAGO,IL60603 		N/A PC Shifting Perspectives on Migration Through the Humanities 40,000

IMMIGRANT JUSTICE CORPS INC

17 BATTERY PL STE 331
NEW YORK,NY10004 		N/A PC IJC Third-Year Fellows 100,000

IN SHIFRAS ARMS INC

11723 STONINGTON PL
SILVER SPRING,MD20902 		N/A PC Counseling Fund in Fraida Nathan's Z"L Memory 33,333

INDO AMERICAN CENTER INC

6328 N CALIFORNIA AVE
CHICAGO,IL60659 		N/A PC General Operating Support 50,000

INJUSTICE WATCH NFP

140 S DEARBORN ST STE 720
CHICAGO,IL60603 		N/A PC General Operating Support 75,000

INSTITUTE FOR LATINO PROGRESS

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

INTERNATIONAL CLARINET ASSOCIATION

829 BETHEL RD 216
COLUMBUS,OH43214 		N/A PC ICA 2024-2025 Young Artist Competition 25,000

JEWISH CHILD AND FAMILY SERVICES

216 W JACKSON BLVD STE 700
CHICAGO,IL60606 		N/A PC HIAS Immigration & Citizenship 75,000

JEWISH FEDERATION OF METROPOLITAN CHICAGO

30 S WELLS ST
CHICAGO,IL60606 		N/A PC Arie Crown Hebrew Day School Capital Project 2,250,000

JEWISH FREE LOAN CHICAGO INC

4411 N RAVENSWOOD AVE STE 300
CHICAGO,IL60640 		N/A PC General Operating Support and Loan Fund 36,000

JEWISH FUNDERS NETWORK

150 W 30TH ST RM 900
NEW YORK,NY10001 		N/A PC Shelter Forum 54,675

JEWISH FUNDERS NETWORK

150 W 30TH ST RM 900
NEW YORK,NY10001 		N/A PC Forum 31 54,675

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

BEN GURION WAY 30 S WELLS ST
CHICAGO,IL60606 		N/A PC Israel Emergency Response 244,000

JEWISH WOMAN ENTREPRENEUR

5661 BROOKFIELD CIR E
FT LAUDERDALE,FL33312 		N/A PC General support 175,000

JOHNS HOPKINS UNIVERSITY

3400 N CHARLES ST
BALTIMORE,MD21218 		N/A PC The Walder Foundation Distinguished Professorship in the Department of Biochemistry and Molecular Biology 250,000

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 Eretz Chemda 72,000

KOLLEL TORAH MITZION INC

8233 CENTRAL PARK AVE
SKOKIE,IL60076 		N/A PC Cultivating & Developing the Future Orthodox Jewish leaders of chicago 100,000

L Brown

801 S Plymouth Court
Chicago,IL60605 		none I platform award 66,667

L Kaplan

5320 N Kenmore Avenue
Chicago,IL60640 		none I platform award 66,667

LATIN WOMEN IN ACTION

2124 W 21ST PL
CHICAGO,IL60608 		N/A PC General Operating Support 50,000

LATINO POLICY FORUM

17 NORTH STATE ST 1705
CHICAGO,IL60602 		N/A PC General Operating Support 100,000

LATINOS PROGRESANDO

2724 W CERMAK RD
CHICAGO,IL60608 		N/A PC Legal Services 50,000

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 Maximizing the health and biodiversity benefits of Chicago's community gardens 100,000

LINCOLN PARK ZOOLOGICAL SOCIETY

2001 N CLARK ST
CHICAGO,IL60614 		N/A PC BatTracker: Community-driven research to monitor bats and connect Chicago residents to nature 100,000

LINCOLN PARK ZOOLOGICAL SOCIETY

2001 N CLARK ST
CHICAGO,IL60614 		N/A PC Global expansion of Chicago-led urban biodiversity research and conservation network 482,709

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

LOYOLA UNIVERSITY OF CHICAGO

820 N MICHIGAN AVE
CHICAGO,IL60611 		N/A PC Building a mitochondrial genome database of Illinois fish to enhance eDNA surveys to improve conservation outcomes 100,000

LUBAVITCH CENTER

2100 WIGHTMAN ST
PITTSBURGH,PA15217 		N/A PC Kollel for Women and Salary Expenses for Co-Director 120,000

LUBAVITCH GIRLS HIGH SCHOOL INC

6350 N WHIPPLE ST
CHICAGO,IL60659 		N/A PC Capital Expenses for Construction of a New School building 1,500,000

LUBAVITCH MESIVTA OF CHICAGO

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

LUBAVITCH MESIVTA OF CHICAGO

2756 W MORSE AVE
CHICAGO,IL60645 		N/A PC Shluchim Mentoring & Leadership, Leadership Development for Senior Staff, Every Student A Success 110,000

M DuPrey

1141 N Richmond Street
Chicago,IL60622 		none I platform award 5,000

M Su

5209 S Blackstone Avenue
Chicago,IL60615 		none I Platform Award 66,667

M Ulery

5728 N Merrimac Avenue
Chicago,IL60646 		none I Platform Award 66,667

MACHON INC

8400 PARK HEIGHTS AVE
PIKESVILLE,MD21208 		n/a PC General Operating Support 84,230

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

MAPS

PO BOX 103004
PASADENA,CA91189 		N/A PC MAPS Israel - Towards Healing October 7 120,000

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 Strategic Visioning and Planning Project 60,000

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

5130 TOUHY AVE
SKOKIE,IL60077 		N/A PC General Operating Support 175,000

METROPOLITAN PLANNING COUNCIL

140 S DEARBORN ST STE 1400
CHICAGO,IL60603 		N/A PC Right Infrastructure, Right Place 300,000

MIGRATION POLICY INSTITUTE

1275 K ST NW STE 800
WASHINGTON,DC20005 		N/A PC U.S. Immigration Policy Program 75,000

MOMENTUM UNLIMITED INC

6101 EXECUTIVE BLVD STE 385
ROCKVILLE,MD20852 		N/A PC Momentum Women Leadership Fellowship in Chicago 25,000

MORTON ARBORETUM

4100 ILLINOIS RTE 53
LISLE,IL60532 		N/A PC A Chicago Based Hub For Assessment, Planning, And Action For Saving Threatened Trees 388,074

MORTON ARBORETUM

4100 ILLINOIS RTE 53
LISLE,IL60532 		N/A PC Preserving Genetic Diversity in Trees: Integrating an Affordable, Rapid Approach With DNA Sequencing, Action, and Policy 100,000

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 ACADEMY OF SCIENCES

2101 CONSTITUTION AVE NW
WASHINGTON,DC20418 		N/A PC Consensus Study on Global Forced Migration and U.S. resettlement 100,000

NATIONAL CENTER FOR CIVIC INNOVATION INC

121 AVE OF THE AMERICAS 6TH FL
NEW YORK,NY10013 		N/A PC President's Alliance on Higher Education and Immigration: SUCCESS Convening 60,000

NATIONAL FISH AND WILDLIFE FOUNDATION

1133 FIFTEENTH ST NW STE 1000
WASHINGTON,DC20005 		N/A PC Chi-Cal Rivers Fund 2024-2026 70,000

NEO PHILANTHROPY INC

1001 AVE OF THE AMERICAS 12TH FL
NEW YORK,NY10018 		N/A PC Four Freedoms Fund 100,000

NIJC NFP

111 W JACKSON BLVD STE 800
CHICAGO,IL60604 		N/A PC Strengthening Legal Services for Chicago Immigrants 300,000

NISSA FOUNDATION NFP

2930 W LUNT AVE
CHICAGO,IL60645 		N/A SO II General Operating Support 36,000

NORTH SUBURBAN LEGAL AID CLINIC

3500 WESTERN AVE
HIGHLAND PARK,IL60035 		N/A PC Immigrant and Refugee Legal Aid Services 50,000

NORTHERN ILLINOIS JUSTICE FOR OUR NEIGHBORS

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

NORTHWESTERN UNIVERSITY

1201 DAVIS ST 3RD FLOOR
EVANSTON,IL60208 		N/A PC Aircraft Respiratory Disease Surveillance 48,003

NORTHWESTERN UNIVERSITY

1201 DAVIS ST 3RD FLOOR
EVANSTON,IL60208 		N/A PC A Chicago Biomedical Consortium Hub of Innovative Technologies for Entrepreneurship and Science (CBC-HITES) 100,000

NUCLEATE BIO INC

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

NUCLEATE BIO INC

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

OHR TORAH STONE INSTITUTIONS OF ISRAEL

49 W 45TH ST STE 701
NEW YORK,NY10036 		N/A PC International Halakha Scholars Program (IHSP) 120,000

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 The Susi Bradfield Women's Institute of Halakhic Leadership (WIHL) 25,000

OPENDOR MEDIA INC

11110 W OAKLAND PARK BLVD STE 288
SUNRISE,FL33351 		N/A PC ConnectED: Engagement with Independent Schools 75,000

ORGANIZATION FOR THE RESOLUTION OF AGUNOT INC

551 W 181ST ST STE 123
NEW YORK,NY10033 		N/A PC General Operating Support 54,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Forum Dvorah 54,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Lishma 72,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Association of Rape Crisis Centers in Israel 50,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Hadran -Talmud for Young Women 80,000

PLAYTHINKS

2711 W PETERSON AVE
CHICAGO,IL60659 		N/A PC General Operating Support 75,000

PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC

25 BROADWAY 17TH FL
NEW YORK,NY10004 		N/A PC Orthodox Women in Day School Leadership (OWL) 100,000

R Mineko Williams

516 N Leavitt Street
Chicago,IL60612 		none I platform award 66,667

RAVENSWOOD BUDLONG HEBR CONG

2743 HOLLYWOOD BLVD
HOLLYWOOD,FL33020 		N/A PC Debt Relief and the Operations Director Position 95,000

REFUGEEONE

6008 N CALIFORNIA AVE
CHICAGO,IL60659 		N/A PC Legal Services 75,000

RELIEF RESOURCES INC

150 JAMES ST
LAKEWOOD,NJ08701 		N/A PC Relief Global Midwest Division 275,000

RESEARCH CORPORATION

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

RESURRECTION PROJECT

1818 S PAULINA ST
CHICAGO,IL60608 		N/A PC Immigrant Justice Leadership Academy 75,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

120 BROADWAY STE 3475
NEW YORK,NY10271 		N/A PC Community Sponsorship Hub Welcome Corps Roadshow 50,000

ROMAN SUSAN ART FOUNDATION NFP

4750 N SHERIDAN RD STE 534
CHICAGO,IL60640 		N/A PC Performance Response Journal Programming 25,000

S Delgado

5937 W Byron Street
Chicago,IL60634 		none I platform award 66,667

S Harris III

4845 S Union Avenue
Chicago,IL60609 		none I platform award 66,667

SEFARIA INC

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

SERENDIPITY THEATRE CO

3001 W LAWRENCE AVE
CHICAGO,IL60625 		N/A PC Claiming Our Space 30,000

SHEDD AQUARIUM SOCIETY

29017 NETWORK PL
CHICAGO,IL60673 		N/A PC Maximizing Freshwater Biodiversity Conservation Through global partnerships 373,382

SHRIVER CENTER ON POVERTY LAW

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

SIXTY INCHES FROM CENTER

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

SKOKIE VALLEY AGUDATH JACOB SYNAGOGUE

8825 E PRAIRIE RD
SKOKIE,IL60076 		N/A PC Solu - General Operating Support 100,000

SOULU

3557 W PETERSON AVE STE 122
CHICAGO,IL60659 		N/A PC Organizational Retreat and Ongoing Operations 100,000

SOULU

3557 W PETERSON AVE STE 122
CHICAGO,IL60659 		N/A PC Upward Community Circle of Support 250,000

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
CHICAGO,IL60640 		N/A PC SCN Immigration Legal Services 60,000

TELSHE YESHIVA-CHICAGO RABBINICAL COLLEGE TELSHE-C

3535 W FOSTER AVE
CHICAGO,IL60625 		N/A PC General Operating Support/Leadership Development Program 100,000

THE BOARD OF TRUSTEES - THE UNIVERSITY OF ILLINOIs

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 - THE UNIVERSITY OF ILLINOIs

352 HENRY ADMINISTRATION BLDG
URBANA,IL61801 		N/A PC America's Next Top Invaders: Forecasting invasive range size of invasive plants using a traits-based framework 100,000

THE BOARD OF TRUSTEES - THE UNIVERSITY OF ILLINOIs

352 HENRY ADMINISTRATION BLDG
URBANA,IL61801 		N/A PC Wings over the Windy City: science, outreach, and action to protect Chicago's migratory birds 100,000

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 YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS

67 E MADISON
CHICAGO,IL60603 		N/A PC Support for Young Center Chicago Child Advocate Program 100,000

THEATRE COMMUNICATIONS GROUP INC

520 8TH AVENUE 24 FL
NEW YORK,NY10018 		N/A PC 2024 National Conference in Chicago 75,000

TRIPLE HELIX INSTITUTE FOR AGRICULTURE CLIMATE AND

PO BOX 231203
NEW YORK,NY10023 		N/A PC Chicago Roundtables: AgTech Innovation and Policy for climate action 50,000

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 CHURCH

5655 S UNIVERSITY AVE
CHICAGO,IL60637 		N/A PC Youth Journeying Together 75,000

UNIVERSITY OF CHICAGO

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

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		N/A PC Chicago Black Dance Legacy Project Matching Grant 25,000

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 Chicago Black Dance Legacy Project 125,000

UNIVERSITY OF CHICAGO

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

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

UPWARDLY GLOBAL

505 8TH AVE STE 1100
NEW YORK,NY10018 		N/A PC General Operating Support 50,000

V Sanders-Ward

4014 S Drexel Boulevard
Chicago,IL60653 		none I platform award 66,667

VERA INSTITUTE OF JUSTICE INC

34 35TH ST UNIT 4 2A
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 FIRSTHAND: Migration 100,000

WINDWARD FUND

1828 L ST NW SUITE 300-C
WASHINGTON,DC20036 		N/A PC Daybreak Fund: Natural Climate Solutions for Lake michigan 100,000

WORLD RELIEF CORPORATION OF NATIONAL ASSOCIATION O

PO BOX 96479
WASHINGTON,DC20077 		N/A PC Immigration Legal Service's Asylum Legal Clinic 75,000

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 100,000
Total .................................right arrow 3a 24,415,290
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 8,002 14 84,873  
4 Dividends and interest from securities .... 525990 303,976 14 3,253,964  
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 458,147 18 4,859,867  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFederal Tax Refund 		    01 1,972  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 770,125 8,200,676  
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,970,801
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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, 2024 THE FOUNDATION PAID $118,913 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 31,2024, THE FOUNDATION PAID $52,562 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 2024 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 6,245 SL 7 1,629   0  
LEASEHOLD IMPROVEM 2019-07-01 1,031,324 438,514 SL 10 97,447   0  
OFFICE FURNITURE 2019-07-01 345,535 222,118 SL 5 46,859   0  
WEBSITE DEVELOPMNT 2019-11-30 81,945 66,927 SL 5 15,018   0  

TY 2024 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% - 11/21/20 358,506 296,939
AERCAP IRELAND CAPITAL DESIGN 168,178 180,518
AIR LEASE CORP - 5.100% - 03/0 281,540 285,544
ALEXANDRIA REAL ESTATE - 4.900 197,961 152,600
AMERICAN ELEC PWR INC - 1.000% 309,771 305,306
AMERICAN TOWER CORP - 1.600% - 36,070 34,571
AMERICAN TOWER CORP - 3.125% - 133,593 120,932
AMGEN INC - 2.200% - 02/21/202 341,590 312,927
AMPHENOL CORP - 2.800% - 02/15 279,690 285,113
ANTHEM INC NOTE - 3.650% - 12/ 224,393 219,065
ASIAN DEVELOPMENT BANK - 2.875 200,815 203,937
ASIAN DEVELOPMENT BANK - 3.875 720,102 709,895
ASIAN DEVELOPMENT BANK ADB MTN 50,559 49,574
AT&T INC - 4.300% - 02/15/2030 281,465 285,841
AT&T INC - 4.350% - 03/01/2029 181,964 190,877
BANK NOVA SCOTIA HALIFAX SER I 305,088 304,724
BHP BILLITON FIN - 4.750% - 02 281,890 279,502
BK OF AMERICA CORP SER N MTN - 542,387 464,378
BROADCOM INC - 4.550% - 02/15/ 194,913 188,624
CAL STATE - 5.200% - 10/01/203 352,289 342,390
CANADIAN IMPERIAL BANK COMM - 232,147 231,950
CANADIAN PAC RY CO - 1.750% - 140,650 146,760
CARMAX AUTO OWNER TRUST 2023-4 183,270 184,865
CARRIER GLOBAL CORP - 2.242% - 279,375 288,840
CITIGROUP INC - 3.200% - 10/21 552,836 573,872
CITZENS FINANCIAL GROUP - 5.72 220,115 215,800
CNH EQUIP TR - 5.900% - 02/16/ 70,224 70,481
CNH INDUSTRIAL CAPOTAL LLC - 5 106,202 106,499
COMCAST COPR - 5.300% - 06/01/ 243,803 234,974
CROWN CASTLE INTL - 3.300% - 0 188,381 190,790
CVS CAREMARK CORP NOTE - 4.300 326,217 271,249
DEERE JOHN CAPITAL CORP MTN - 423,524 422,164
DISNEY WALT CO - 2.000% - 09/0 451,339 413,623
DTE ELEC CO - 2.250% - 03/01/2 401,546 335,024
EASTMAN CHEM CO - 5.750% - 03/ 20,622 20,378
EASTMAN CHEMICAL - 4.500% - 12 184,930 156,989
ENBRIDGE - 2.500% - 08/01/2033 235,971 184,663
EQUINIX INC - 2.900% - 11/18/2 149,366 133,196
EQUINIX INC NOTE CALL MAKE WHO 278,182 285,004
EVERSOURCE ENERGY - 1.650% - 0 348,740 307,992
FORD CR AUTO OWNER TR 2024-D - 364,487 365,220
FORD CREDIT AUTO SER - 6.170% 59,175 59,358
FORTIS INC. SER. B - 3.055% - 278,527 285,702
GOLDMAN SACHS GROUP - 3.500% - 261,845 244,415
HSBC HOLDINGS PLC - 6.254% - 0 206,769 212,830
INTER-AMERICAN DEV BK - 1.125% 1,009,189 1,008,353
INTERNATIONAL BANK FOR RECON & 261,258 251,034
INTERNATIONAL BK FOR RECON & D 590,093 627,861
JOHN DEER CAPITAL - 5.590% - 0 115,272 115,397
JOHN DEERE OWNER TR 2023 - 5.0 158,827 157,851
JP MORGAN CHASE - 2.580% - 04/ 501,176 428,138
KEYSIGHT TECHNOLOGIES INC - 4. 194,716 187,703
KREDITANSTALT FUR WIEDERAFBAU 788,250 827,888
LOWES COS INC NOTE CALL MAKE W 252,327 255,052
MEDTRONIC GLOBAL HLDGS S C A N 282,854 278,480
MITSUBISHI UFJ FIN - 2.309% - 250,845 209,047
MORGAN STANLEY SER I MTN - 6.3 275,332 275,114
NEXTERA ENERGY CAP HLDGS INC B 290,912 288,178
NORTHROP GRUMMAN CORP - 3.250% 282,273 286,709
ORACLE CORP - 6.150% - 11/09/2 279,571 277,934
PERKINELMER INC - 2.250% - 09/ 278,324 283,842
PNC BANK - 3.250% - 06/01/2025 499,565 496,780
PNC FINL - 6.875% - 10/20/2034 287,813 284,319
PROGRESSIVE CORP NOTE - 3.000% 304,870 285,541
PROLOGIS L.P. DTD - 5.000% - 0 231,084 228,548
REALTY INCOME CORP NOTE - 3.95 182,875 182,839
REGAL REXNORD CORP - 6.300% - 196,982 190,282
REGENERON PHARMACEUTICALS - 1. 187,747 191,516
ROPER TECHNOLOGIES INC - 1.750 134,249 139,665
ROYAL BK CDA SER H - 1.150% - 324,354 324,961
RYDER SYS INC - 6.300% - 12/01 124,916 125,759
SEMPRA ENERGY NOTE 3.4% 02/01/ 300,948 286,786
SPRINT CAP CORP NT - 8.750% - 282,970 281,225
STARBUCKS - 3.500% - 03/01/202 132,428 115,741
STRYKER CORP - 1.950% - 06/15/ 154,379 153,876
SUMITOMO MITSUI FIN GRP INC NO 225,088 201,572
TOTAL CAPITAL - 3.455% - 02/19 368,755 342,976
TRUIST FINANCIAL CORP SER G - 233,142 231,832
UNITED HEALTH GROUP - 4.600% - 113,205 114,126
US BANCORP - 5.775% - 06/12/20 281,085 286,373
VERIZON - 1.500% - 09/18/2030 345,191 290,570
WASTE CONNECTIONS - 5.000% - 0 286,622 283,224
WASTE MGMT INC - 4.875% - 02/1 255,349 255,032
WILLIS NORTH AMER - 5.350% - 0 191,964 193,786

TY 2024 InvestmentsCorpStockSchedule
Name:
Walder Foundation
EIN:
46-4092041
Name of Stock End of Year Book Value End of Year Fair Market Value
AAR CORP 229,793 214,480
AMETEK INC 419,299 522,754
BILL COM HOLDINGS 447,932 762,390
BOOZ ALLEN HAMILTON HOLDING CO 327,104 450,450
CALVERT US LARGE CAP CORE RESP 25,856,718 49,227,612
CALVERT US LARGE CAP GROWTH RE 30,860,168 49,935,054
CARMAX INC 304,229 306,600
CAVA GROUP INC 176,534 225,600
COSTAR GROUP, INC 381,583 357,950
DEXCOM, INC 178,619 182,760
DUTCH BROS INC 387,922 707,130
DYNATRACE 494,574 543,500
EVOLENT HEALTH INC 584,566 202,500
FASTENAL COMPANY 513,216 683,145
FLYWIRE CORP 766,634 661,902
GENERAC HOLDING INC 491,294 658,963
GQG PARTNERS EMERGING MARKETS 1,015,519 926,364
INSULET CORPORATION 471,180 678,782
IRHYTHM TECHNOLOGIES INC 348,115 360,680
ISHARES TRUST ISHARES MSCI EAF 5,698,301 6,670,465
MATTHEWS EMERG MKT SUSTAIN FUT 1,025,579 938,306
MONDAY.COM LTD 290,647 288,414
MONGODB INC CL A 388,658 314,294
MONTROSE ENVIRONMENTAL GRP ORD 456,198 241,150
NEOGEN CORPORATION 231,117 171,174
NOVANTA INC 439,897 412,479
PIMCO FUNDS TOTAL RETURN FUND 5,611,818 5,260,571
POOL CORP 250,959 247,182
PROCORE TECHNOLOGIES INC 327,184 374,650
PURE STORAGE INC 293,465 614,300
REMITLY GLOBAL INC 288,396 473,970
RESMED INC 500,347 503,118
RITCHIE BROS AUCTIONEERS 435,860 721,680
RYAN SPECIALTY GROUP HOLDINGS 483,264 737,840
SAREPTA THERAPEUTICS INC 242,777 267,498
THE DESCARTES SYSTEMS GROUP 389,121 568,000
TOAST INC 366,412 674,325
TRANSDIGM GRP INC 442,383 697,004
TREX CO INC 451,144 569,498
TYLER TECHNOLOGIES, INC 383,692 576,640
UL SOLUTIONS INC 375,770 467,625
VARIANT IMPACT FUND 5,918,513 5,760,074
VIKING THERAPEUTICS INC 182,250 108,648
WB INTL LEADERS FD INST CL 9,293,033 10,625,344
WESTINGHOUSE AIR BRAKE TECHNOL 168,095 331,783

TY 2024 InvestmentsGovtObligationsSch
Name:
Walder Foundation
EIN:
46-4092041
US Government Securities - End of Year Book Value:

22,890,353
US Government Securities - End of Year Fair Market Value:

21,915,861
State & Local Government Securities - End of Year Book Value:


6,855,862
State & Local Government Securities - End of Year Fair Market Value:


6,668,436


TY 2024 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 7,874 3,530 3,530
LEASEHOLD IMPROVEM 1,031,324 535,961 495,363 495,363
OFFICE FURNITURE 345,535 268,977 76,558 76,558
WEBSITE DEVELOPMNT 81,945 81,945   0


TY 2024 LegalFeesSchedule
Name:
Walder Foundation
EIN:
46-4092041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 619,417     619,417


TY 2024 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 107,935     107,935
Bank Charges 1,322 1,218    
Computers/Electronic Devices 11,405     11,405
Digital Subscriptions 8,332     8,332
Foundation Dues & Memberships 135,249     135,249
Indemnification Insurance 8,533     8,533
Insurance Premiums 26,559     26,559
ANNUAL CREDIT CARD FEES 95     95
CREDIT CARD FEES 39     39
Office & Supplies 13,094     13,094
EQUIPMENT/FURNITURE PURCHASE 5,347     5,347
Payroll Processing Fees 3,272     3,272
Postage/Delivery Service 2,082     2,082
Registered Agent Fee 1,245     1,245
SOCIAL MEDIA/ADVERTISING EXP 1,815     1,815
State or Local Filing Fees 50     50
TRAINING & PROF DEVELOPMENT 16,147     16,147
Website Hosting/Support 484     484


TY 2024 OtherIncomeSchedule2
Name:
Walder Foundation
EIN:
46-4092041
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Federal Tax Refund 1,972    


TY 2024 OtherIncreasesSchedule
Name:
Walder Foundation
EIN:
46-4092041
Description Amount
RETURNED GRANT 281


TY 2024 OtherLiabilitiesSchedule
Name:
Walder Foundation
EIN:
46-4092041
Description Beginning of Year - Book Value End of Year - Book Value
LINE OF CREDIT 25,038,945 15,018,881
SALARY PAYABLE 24,448 53,759


TY 2024 OtherProfessionalFeesSchedule
Name:
Walder Foundation
EIN:
46-4092041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administration of Foundation 23,383     23,383
Investment Management Services 423,980 387,454    
PR & EVENT MANAGEMENT 225,651     225,651
Philanthropic Consulting Srvcs 929,144     929,144
EDITING SERVICES 1,680     1,680
Website Development 21,700     21,700
BENEFIT CONSULTING SERVICES 3,447     3,447
EVENT SECURIY SERVICES 5,908     5,908
EMPLOYEE RECRUIT/TEMP AGENCY 4,000     4,000
AUDIO/VISUAL SERVICES 25,438     25,438
WRITER SERVICES 11,000     11,000
EQUIVALENCY DETERMINATION 950     950
ARCHITECTURAL SERVICES 6,069     6,069
DESIGN SERVICES 4,382     4,382
VIDEOGRAPHY SERVICES 48,000     48,000
SHREDDING SERVICES 752     752
EVENT SPEAKER 44,650     44,650
PHOTOGRAPHY SERVICES 6,820     6,820
IT SERVICES 1,709     1,709
INTERIOR DESIGN SERVICES 1,500     1,500
EVENT PRODUCTION SERVICES 197,147     197,147


TY 2024 TaxesSchedule
Name:
Walder Foundation
EIN:
46-4092041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 9,200      
990-PF Excise Tax for 2023 216      
990-PF Extension for 2023 15,300      
990-T Extension for 2023 34,900      
Foreign Tax Paid 2,231 2,039