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Nonprofit · EIN 46-4092041

WALDER FAMILY FOUNDATION

Tax-exempt · SKOKIE, IL 60077

Financials

$4.2M$29.1M2023$9M$32M2024
Revenue Expenses · by fiscal year end
Financials of WALDER FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$8,972,601$32,011,208-$23,038,607$154,578,741$15,072,640$139,506,101
December 31, 2023990-PF$4,224,649$29,076,872-$24,852,223$187,607,820$25,063,393$162,544,427
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,800
Dividends
$3,557,940
Interest
$92,875
Net gain from sales of assets
$5,318,014
Other income
$1,972

Expenses

Grants and similar amounts paid
$24,415,290
Compensation of officers, directors and key employees
$171,475
Salaries, compensation and benefits (total)
$1,729,355
Disbursements for charitable purposes
$30,039,451
Excise tax on investment income
$91,717

Balance sheet and other

Total assets, start of year
$187,607,820
Total assets, end of year
$154,578,741
Total liabilities, end of year
$15,072,640
Net assets, end of year
$139,506,101
Fair market value of assets
$199,745,590
Qualifying distributions
$30,039,451
Net investment income
$8,198,704

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Juliana Kerr
5215 OLD ORCHARD RD, Skokie, IL 60077
SR PROGRAM DIRECTOR
Highest-paid employee
40$221,237$22,829
JACK WESTWOOD
5215 OLD ORCHARD RD, Skokie, IL 60077
SR PROGRAM DIRECTOR
Highest-paid employee
40$205,654$51,320
MEAGAN LEARY
5215 OLD ORCHARD RD, Skokie, IL 60077
SR PROGRAM DIRECTOR
Highest-paid employee
40$183,592$38,623
JENNI RICHTON
5215 OLD ORCHARD RD, Skokie, IL 60077
PROGRAM DIRECTOR
Highest-paid employee
40$173,927$50,339
BRITTANY ANDERSEN
5215 OLD ORCHARD RD, Skokie, IL 60077
SR DIR OF OPS &GRANT
Highest-paid employee
40$159,992$50,854
Kate Coughlin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Treas10$118,913$0
Jeffrey L Sweet
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
VP6$52,562$0
Elizabeth Walder
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Pres, Sec, Dir30$0$0
Joseph Walder through March 2024
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
MEAGAN LEARY
5215 OLD ORCHARD RD STE 1050, SKOKIE, IL 60077
SR PROGRAM DIRECTOR
Highest-paid employee
40$196,179$33,520
Juliana Kerr
5215 OLD ORCHARD RD STE 1050, SKOKIE, IL 60077
SR PROGRAM DIRECTOR
Highest-paid employee
40$190,730$23,673
JACK WESTWOOD
5215 OLD ORCHARD RD STE 1050, SKOKIE, IL 60077
PROGRAM DIRECTOR
Highest-paid employee
40$162,181$49,436
JENNI RICHTON
5215 OLD ORCHARD RD STE 1050, SKOKIE, IL 60077
PROGRAM DIRECTOR
Highest-paid employee
40$148,223$52,403
BRITTANY ANDERSEN
5215 OLD ORCHARD RD STE 1050, SKOKIE, IL 60077
GRANTS MGMT DIRECTOR
Highest-paid employee
40$135,473$49,585
Kate Coughlin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Treas10$93,988$0
Jeffrey L Sweet
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
VP6$36,371$0
Elizabeth Walder
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Pres, Sec, Dir30$0$0
Joseph Walder
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0$0

Address and contacts

Address (IRS master file)
5215 OLD ORCHARD RD STE 1050, SKOKIE, IL 60077-1035
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Kathleen Coughlin, Secretary
Phone
(800) 839-1754
Return prepared by
Foundation Source

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-4092041
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2015
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$154,578,741
Income (IRS master file)
$72,251,789

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$8,972,601$32,011,208$154,578,741XML
990-TDecember 2024–––IRS
990-PFDecember 2023$4,224,649$29,076,872$187,607,820XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4092041).

Questions about WALDER FAMILY FOUNDATION

What is the EIN of WALDER FAMILY FOUNDATION?
The employer identification number (EIN) of WALDER FAMILY FOUNDATION is 46-4092041.
Is WALDER FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to WALDER FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALDER FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WALDER FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WALDER FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WALDER FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 9 people; 7 received compensation from the organization, the highest $221,237 (Juliana Kerr, SR PROGRAM DIRECTOR).
How much revenue does WALDER FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,972,601, expenses of $32,011,208 and total assets of $154,578,741 at year end.

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