| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX PREP FEES | 4,675 | 0 | 4,675 |
| Category | Amount |
|---|---|
| NONE | 0 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
DIANE STILWELL WEINBERG FOUNDATION |
401 N MICHIGAN AVE SUITE 3050 CHICAGO,IL60611 |
2022-08-09 | 75,000 | TO PROVIDE FUNDING FOR DIANE STILWELL WEINBERG FOUNDATION'S GRANT-MAKING AND OTHER PROGRAMS AS DESCRIBED IN DIANE STILWELL WEINBERG FOUNDATION'S APPLICATION TO THE INTERNAL REVENUE SERVICE. THE GRANT FUNDS MAY BE USED FOR ALL PURPOSES. | 75,000 | NONE | 5/31/23, 5/8/24 | 2026-04-24 | |
|
DIANE STILWELL WEINBERG FOUNDATION |
401 N MICHIGAN AVE SUITE 3050 CHICAGO,IL60611 |
2023-08-21 | 50,000 | TO PROVIDE FUNDING FOR DIANE STILWELL WEINBERG FOUNDATION'S GRANT-MAKING AND OTHER PROGRAMS AS DESCRIBED IN DIANE STILWELL WEINBERG FOUNDATION'S APPLICATION TO THE INTERNAL REVENUE SERVICE. THE GRANT FUNDS MAY BE USED FOR ALL PURPOSES. | 50,000 | NONE | 5/8/24, 4/30/25 | 2026-04-24 | |
|
DIANE STILWELL WEINBERG FOUNDATION |
401 N MICHIGAN AVE SUITE 3050 CHICAGO,IL60611 |
2024-12-31 | 90,000 | TO PROVIDE FUNDING FOR DIANE STILWELL WEINBERG FOUNDATION'S GRANT-MAKING AND OTHER PROGRAMS AS DESCRIBED IN DIANE STILWELL WEINBERG FOUNDATION'S APPLICATION TO THE INTERNAL REVENUE SERVICE. THE GRANT FUNDS MAY BE USED FOR ALL PURPOSES. | 90,000 | NONE | 4/30/25, 4/24/26 | 2026-04-24 | |
|
DIANE STILWELL WEINBERG FOUNDATION |
401 N MICHIGAN AVE SUITE 3050 CHICAGO,IL60611 |
2025-11-25 | 48,000 | TO PROVIDE FUNDING FOR DIANE STILWELL WEINBERG FOUNDATION'S GRANT-MAKING AND OTHER PROGRAMS AS DESCRIBED IN DIANE STILWELL WEINBERG FOUNDATION'S APPLICATION TO THE INTERNAL REVENUE SERVICE. THE GRANT FUNDS MAY BE USED FOR ALL PURPOSES. | 39,047 | NONE | 4/24/26 | 2026-04-24 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 56,844 SHS COCA COLA COMPANY | 1,927,887 | 3,973,964 |
| 35,714 SHS COCA COLA COMPANY - RESTRICTED | 1,927,663 | 2,496,766 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| NORTHERN TRUST FEES | 6,585 | 6,585 | 0 | |
| CORPORATE FILING FEES | 465 | 0 | 465 | |
| ILLINOIS CHARITY BUREAU | 15 | 0 | 15 |
| Description | Amount |
|---|---|
| BOOK/TAX DIFFERENCE | 377 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2025 FEDERAL TAX PAYMENT | 2,685 | 0 | 0 |