2025-11-10T11:12:52-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990PF 2024-01-01 020550210 THE JAY PRITZKER FOUNDATION JAYP 7136245500 3737 BUFFALO SPEEDWAY 300 HOUSTON TX 77098 ZACHARY PRITZKER VICE PRESIDENT/DIRECTOR 7136245500 2025-11-05 1 1 MICHAEL LUMSDEN P01262236 4159561500 2025-11-05 2024 2025-03-06 01:10:19Z X 22082657 X 8810200 294799 295257 2297283 5807793 2297295 11402282 2592552 0 0 0 117730 0 117730 22468 11234 11234 276 276 0 24266 460 0 2398 0 1148 167138 11970 130112 10360000 10360000 10527138 11970 10490112 875144 2580582 3180 704 704 2186 2006 2006 14051793 16009779 16009779 2547 0 0 5230601 6070168 6070168 19290307 22082657 22082657 0 0 X 0 0 0 0 19290307 22082657 19290307 22082657 19290307 22082657 19290307 875144 1917206 22082657 0 22082657 PUBLICLY TRADED SECURITIES - LONG-TERM 4929798 2696568 2233230 2233230 PUBLICLY TRADED SECURITIES - SHORT-TERM 877995 813930 64065 64065 2297295 35870 0 35870 0 35870 31003 0 25000 0 56003 0 20133 20133 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE TX 1 0 0 0 0 1 N/A WOODLAND ADVISORS LLC 7136245500 3737 BUFFALO SPEEEDWAY SUITE 300 HOUSTON TX 77098 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 DANIEL F PRITZKER 3737 BUFFALO SPEEDWAY SUITE 300 HOUSTON TX 77098 PRESIDENT/DIRECTOR 0.25 0 0 0 ZACHARY A PRITZKER 3737 BUFFALO SPEEDWAY SUITE 300 HOUSTON TX 77098 VICE PRESIDENT/DIRECTOR 0.25 0 0 0 KAREN M PRITZKER 3737 BUFFALO SPEEDWAY SUITE 300 HOUSTON TX 77098 SECRETARY/DIRECTOR 0.25 0 0 0 MICHELE TAYLER 3737 BUFFALO SPEEDWAY SUITE 300 HOUSTON TX 77098 TREASURER/DIRECTOR 0.25 0 0 0 NANCY P BERGMAN 3737 BUFFALO SPEEDWAY SUITE 300 HOUSTON TX 77098 DIRECTOR 0.25 0 0 0 NONE 0 SULLIVAN & CROMWELL LLP 125 BROAD STREET ROOM 2527 NEW YORK NY 10004 LEGAL SERVICES 103000 0 0 18788296 157153 6070168 25015617 0 0 25015617 375234 24640383 1232019 1232019 35870 35870 1196149 0 1196149 0 1196149 10490112 0 10490112 1196149 0 0 5497058 10637489 10470930 10728581 24489022 61823080 10490112 0 0 0 1196149 9293963 0 0 71117043 0 0 0 0 0 0 5497058 65619985 10637489 10470930 10728581 24489022 9293963 DANIEL F PRITZKER X CLYFFORD STILL MUSEUM 1250 BANNOCK STREET DENVER CO 80204 N/A PC SUPPORT OF ITS FORWARD TO 15 FUND 25000 COLLEGE OF MARIN FOUNDATION PO BOX 325 KENTFIELD CA 94914 N/A PC TO LEVERAGE THE FINANCIAL SUPPORT OF COMMUNITY MEMBERS TO ENSURE FUNDS ARE AVAILABLE TO BUILD THE COLLEGE OF MARIN'S BOLINAS FIELD STATION 250000 EMPOWER - THE EMERGING MARKETS FOUNDATION THE YARD 106 W 32ND STREET FLOOR 2 NEW YORK NY 10001 N/A PC TO ESTABLISH AN ENDOWMENT IN SUPPORT OF ITS ONGOING MISSION 250000 FINE ARTS MUSEUMS OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 N/A PC SUPPORT OF THE SYMPOSIUM AND SCHOLARS' STUDY DAY AT THE DE YOUNG MUSEUM 25000 FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES 1002 Q STREET SUITE 4800 SACRAMENTO CA 95811 N/A PC FINANCIAL SUPPORT TO STUDENTS AT PARTICIPATING COMMUNITY COLLEGES IN LOW-INCOME, UNDER-SERVICED REGIONS OF CALIFORNIA TO INCREASE STUDENT SUCCESS AND HELP ELIMINATE REGIONAL ACHIEVEMENT GAPS 5000000 NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 N/A PC FOR FOIA PRACTICUM FUND FOR PRITZKER SCHOOL OF LAW 187500 PORTLAND ART MUSEUM 1219 SW PARK AVENUE PORTLAND OR 97205 N/A PC TO SUPPORT EXHIBITION OF ART 500000 PROVIDENCE ST MEL SCHOOL 119 S CENTRAL PARK BOULEVARD CHICAGO IL 60624 N/A PC FOR GENERAL FUND 75000 SAN FRANCISCO & MARIN FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 N/A PC FOR GENERAL FUND 20000 SAN FRANCISCO CONSERVATORY OF MUSIC 50 OAK STREET SAN FRANCISCO CA 94102 N/A PC TO SUPPORT THE ESTABLISHMENT OF AN ENDOWED SCHOLARSHIP FUND FOR THE BENEFIT OF BLACK STUDENTS 200000 SIDE BY SIDE 300 SUNNY HILLS DRIVE SAN ANSELMO CA 94960 N/A PC TO SUPPORT ITS IRENE M. HUNT SCHOOL CAPITAL CAMPAIGN 50000 ST JOHNS COLLEGE 1160 CAMINO DE CRUZ BLANCA SANTA FE NM 87505 N/A PC FOR GENERAL FUND; FOR INFRASTRUCTURE IMPROVEMENTS 3500000 THE HARPSWELL FOUNDATION PO BOX 163 CONCORD MA 01742 N/A POF SUPPORT OF THE ASEAN PROGRAM IN WOMEN'S LEADERSHIP 75000 THE SALVATION ARMY GOLDEN STATE DIVISION 832 FOLSOM STREET SAN FRANCISCO CA 94107 N/A PC FOR GENERAL FUND 20000 UNIVERSITY OF ALASKA FOUNDATION 2025 YUKON DRIVE SUITE 106E FAIRBANKS AK 99775 N/A PC TO SUPPORT THE DEPARTMENT OF MAMMALOGY AT THE UNIVERSITY OF ALASKA 182500 10360000 0 14 294799 18 2297283 0 2592082 0 2592082 0 0 0 0 0 0 0 0 0 0 X X 1 SETTLEMENT T-916 TRUST SCOTIA HOUSE 404 EAST BAY STREET PO NASSAU BF 7750000 X 2 DANIEL F PRITZKER 3737 BUFFALO SPEEDWAY SUITE 300 HOUSTON TX 77098 1060200 X 2 SECURITIES - PUBLICLY TRADED 1060200 2024-04-05 AUDIT FEES 22050 11025 11025 TAX SERVICE FEES 418 209 209 THE HARPSWELL FOUNDATION 47 DEVENS STREET CONCORD MA 01742 2023-08-08 75000 THE GRANT IS TO BE USED EXCLUSIVELY FOR THE FOUNDATION'S GENERAL CHARITABLE PURPOSES, IN SUPPORT OF ITS ASEAN PROGRAM IN WOMEN'S LEADERSHIP FOR YEARS 2024-2026. 75000 N/A 4/17/2024 THE HARPSWELL FOUNDATION 47 DEVENS STREET CONCORD MA 01742 2024-08-22 75000 THE GRANT IS TO BE USED EXCLUSIVELY FOR THE FOUNDATION'S GENERAL CHARITABLE PURPOSES, IN SUPPORT OF ITS ASEAN PROGRAM IN WOMEN'S LEADERSHIP FOR YEARS 2024-2026. 10344 N/A 2/19/2025 FIDELITY TOTAL MARKET INDEX FUND 13373116 13373116 FIDELITY 500 INDEX FUND 48683 48683 FIDELITY EXTENDED MARKET INDEX FUND 2247032 2247032 FIMM GOVERNMENT PORTFOLIO: INSTL CL 96319 96319 FIDELITY INTERNATL INDEX FUND 244629 244629 2006 2006 0 0 SONAMU PARTNERS OFFSHORE LP FMV 6070168 6070168 LEGAL FEES 117730 0 117730 STATE FILING FEES 400 0 400 ADMINISTRATIVE FEES 166 0 166 POSTAGE AND DELIVERY 582 0 582 PENALTIES 1250 0 0 UNREALIZED GAIN ON INVESTMENTS 1917206 FEDERAL EXCISE TAXES 24266 0 0 FOREIGN TAXES PAID 0 460 0