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Nonprofit · EIN 83-2597810

PWB FOUNDATION

Tax-exempt · SAN FRANCISCO, CA 94129

Financials

$9.9M$18.7M2023$14.8M$24.3M2024
Revenue Expenses · by fiscal year end
Financials of PWB FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$14,849,149$24,266,892-$9,417,743$365,982,456$2,811,025$363,171,431
December 31, 2023990-PF$9,868,456$18,738,921-$8,870,465$323,770,008$1,907,589$321,862,419
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$7,626,939
Net gain from sales of assets
$7,222,210

Expenses

Grants and similar amounts paid
$22,500,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$23,050,996
Excise tax on investment income
$204,931

Balance sheet and other

Total assets, start of year
$323,770,008
Total assets, end of year
$365,982,456
Total liabilities, end of year
$2,811,025
Net assets, end of year
$363,171,431
Fair market value of assets
$365,982,456
Qualifying distributions
$23,050,996
Net investment income
$14,849,149

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 / weekCompensation
ISAAC E PRITZKER
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
DIRECTOR AND CEO1$0
JOSEPH B PRITZKER
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
DIRECTOR AND CHAIRMAN1$0
JACOB N PRITZKER
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
DIRECTOR AND PRESIDENT1$0
JAMES SCHWABA
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
TREASURER1$0
LORI D MILLS
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
VICE PRESIDENT1$0
AMY FREIDINGER
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
SECRETARY1$0
ALEX HABER
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
MANAGING DIRECTOR30$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
ISAAC E PRITZKER
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
DIRECTOR AND CEO1$0
JOSEPH B PRITZKER
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
DIRECTOR AND CHAIRMAN1$0
JACOB N PRITZKER
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
DIRECTOR AND PRESIDENT1$0
JAMES SCHWABA
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
TREASURER1$0
LORI D MILLS
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
VICE PRESIDENT1$0
AMY FREIDINGER
1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129
SECRETARY1$0

Address and contacts

Address (IRS master file)
1 LETTERMAN DRIVE SUITE C4-420, SAN FRANCISCO, CA 94129-1494
Signed the 990-PF
JAMES SCHWABA, TREASURER
Phone
(415) 549-4970
Return prepared by
DELOITTE TAX LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 83-2597810 or by the name PWB FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
83-2597810
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$365,982,456
Income (IRS master file)
$30,626,939

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$14,849,149$24,266,892$365,982,456XML
990-PFDecember 2023$9,868,456$18,738,921$323,770,008XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 83-2597810).

Questions about PWB FOUNDATION

What is the EIN of PWB FOUNDATION?
The employer identification number (EIN) of PWB FOUNDATION is 83-2597810.
Is PWB FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to PWB FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PWB FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PWB 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 PWB 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 PWB FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does PWB FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,849,149, expenses of $24,266,892 and total assets of $365,982,456 at year end.

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