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The Harry & Jeanette Weinberg Foundation Inc

Northern Trust Co

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$162M (2023)

Expenses
$184M (2023)

Total Assets
$1.75B (2023)

Total Liabilities
$27.5M (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$161,752,607
Expenses
$183,912,932
Net Income
-$22,160,325
Net Assets
$1,723,748,729
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,113,615
1.3%
Dividends $18,855,741
11.7%
Sales of Assets $85,912,538
53.1%
Other Income -$240,911
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,376,795
84.5%
Compensation of Officers* $1,786,848
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,751,272,254
Total Liabilities $27,523,525
Net Assets $1,723,748,729
Compensation
Key Employees and Officers Compensation Other
See Statement 21 (Various) $3,985,427 $208,460
Rachel Monroe (President) $946,644 $52,269
Arlene Cox (Secretary) $487,203 $50,733
Robert T Kelly Jr (Trustee) $50,000 $0
Paula Pretlow (Chair, Trustee) $50,000 $0
Gordon Berlin (Trustee) $50,000 $0
Nimrod Goor (Trustee) $50,000 $0
Fay Hartog Levin (Trustee (Through June 2023)) $25,000 $0
Margery Bronster (Trustee (Beginning June 2023)) $25,000 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,302,546
Expenses
$177,471,641
Net Income
-$70,169,095
Net Assets
$1,746,585,356
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,206,172
1.1%
Dividends $14,569,322
13.6%
Sales of Assets $53,646,727
50.0%
Other Income -$11,187,687
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,505,868
87.6%
Compensation of Officers* $1,841,752
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,754,776,679
Total Liabilities $8,191,323
Net Assets $1,746,585,356
Compensation
Key Employees and Officers Compensation Other
See Statement 21 (Various) $4,523,776 $452,662
Rachel Monroe (President) $904,834 $115,626
Arlene Cox (Secretary) $461,313 $109,979
Robert T Kelly Jr (Trustee) $50,000 $0
Fay Hartog Levin (Chair, Trustee) $50,000 $0
Paula Pretlow (Chair Elect, Trustee) $50,000 $0
Gordon Berlin (Trustee) $50,000 $0
Nimrod Goor (Trustee) $50,000 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$206,519,752
Expenses
$160,628,662
Net Income
$45,891,090
Net Assets
$1,817,056,783
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $142,183
0.1%
Dividends $17,651,705
8.5%
Sales of Assets $171,028,336
82.8%
Other Income -$26,839,248
Notable Expenses Percent of Total Expenses
Charitable Disbursements $138,678,434
86.3%
Compensation of Officers* $1,860,151
1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,822,527,540
Total Liabilities $5,470,757
Net Assets $1,817,056,783
Compensation
Key Employees and Officers Compensation Other
See Statement 22 (Various) $4,149,653 $412,860
Rachel Monroe (President) $984,363 $98,759
Arlene Cox (Secretary) $388,366 $138,663
Robert T Kelly Jr (Trustee) $50,000 $0
Fay Hartog Levin (Chair, Trustee) $50,000 $0
Paula Pretlow (Trustee) $50,000 $0
Gordon Berlin (Trustee) $50,000 $0
Nimrod Goor (Trustee) $50,000 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$152,877,390
Expenses
$155,215,708
Net Income
-$2,338,318
Net Assets
$1,770,156,859
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $149,361
0.1%
Dividends $18,823,846
12.3%
Sales of Assets $106,289,583
69.5%
Other Income -$11,846,544
Notable Expenses Percent of Total Expenses
Charitable Disbursements $135,551,850
87.3%
Compensation of Officers* $1,593,064
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,774,444,450
Total Liabilities $4,287,591
Net Assets $1,770,156,859
Compensation
Key Employees and Officers Compensation Other
See Statement 21 (Various) $3,328,405 $462,557
Rachel Monroe (President) $828,662 $95,158
Arlene Cox (Secretary) $296,291 $122,953
Robert T Kelly Jr (Trustee) $50,000 $0
Fay Hartog Levin (Chair, Trustee) $50,000 $0
Paula Pretlow (Trustee) $50,000 $0
Gordon Berlin (Trustee) $50,000 $0
Nimrod Goor (Trustee) $50,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$162,397,349
Expenses
$151,490,067
Net Income
$10,907,282
Net Assets
$1,774,465,308
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $697,097
0.4%
Dividends $22,907,184
14.1%
Sales of Assets $104,121,563
64.1%
Other Income -$12,731,822
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,149,298
86.6%
Compensation of Officers* $2,174,162
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,778,602,512
Total Liabilities $4,137,204
Net Assets $1,774,465,308

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,669,568
Expenses
$131,096,578
Net Income
$7,572,990
Net Assets
$1,757,351,810
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,449,312
1.0%
Dividends $22,882,762
16.5%
Sales of Assets $65,710,498
47.4%
Other Income -$2,482,510
Notable Expenses Percent of Total Expenses
Charitable Disbursements $108,896,434
83.1%
Compensation of Officers* $4,318,846
3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,772,125,165
Total Liabilities $14,773,355
Net Assets $1,757,351,810
Compensation
Key Employees and Officers Compensation Other
See Statement 23 (Various) $3,236,090 $353,468
Alvin Awaya (Vice President) $1,172,155 $27,412
Donn Weinberg (Executive Vice President) $967,814 $72,139
Rachel Monroe (President) $755,230 $186,269
Corbett Kalama (Vp Real Estate & Communications) $408,605 $104,827
Jayna Osada (Assistant Vice President) $227,687 $37,562
Arlene Cox (Secretary) $214,584 $90,396
Robert T Kelly Jr (Chair, Trustee) $50,000 $0
Fay Hartog Levin (Trustee) $50,000 $0
Paula Pretlow (Trustee) $50,000 $0
Gordon Berlin (Trustee) $4,167 $0

Document Links

Fiscal Year Ending Feb.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$151,383,037
Expenses
$122,266,093
Net Income
$29,116,944
Net Assets
$1,867,224,060
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,864,323
2.6%
Dividends $8,262,451
5.5%
Sales of Assets $7,820,166
5.2%
Other Income $105,701,514
69.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $102,513,257
83.8%
Compensation of Officers* $3,089,518
2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,893,759,505
Total Liabilities $26,535,445
Net Assets $1,867,224,060
Compensation
Key Employees and Officers Compensation Other
See Statement 27 (Various) $2,445,688 $348,220
Alvin Awaya (V.P, Asst. Sec., Asst Tres) $762,756 $19,900
Rachel Monroe (President) $684,716 $321,843
Donn Weinberg (V.P, Asst. Sec., Asst Tres) $420,181 $62,360
Barry I Schloss (Chair, Treasurer,) $324,461 $46,365
Corbett Kalama (V.P. Real Estate & Community Affairs) $300,408 $79,602
Jayna Osada (Assistant Vice President) $212,780 $36,611
Robert T Kellyjr (Trustee) $50,000 $0
Fay Hartog Levin (Trustee) $39,583 $0
Ellen M Heller (Trustee) $12,500 $0

Document Links

Fiscal Year Ending Feb.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$144,549,431
Expenses
$112,706,526
Net Income
$31,842,905
Net Assets
$1,838,107,116
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,352,132
3.0%
Dividends $12,050,567
8.3%
Sales of Assets $43,372,251
30.0%
Other Income $59,536,006
41.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $91,473,263
81.2%
Compensation of Officers* $2,512,234
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,850,295,083
Total Liabilities $12,187,967
Net Assets $1,838,107,116
Compensation
Key Employees and Officers Compensation Other
See Statement 28 (Various) $2,399,299 $410,522
Alvin Awaya (V.P, Asst. Sec., Asst Tres) $701,295 $21,588
Rachel Monroe (President) $507,098 $171,408
Donn Weinberg (V.P, Asst. Sec., Asst Tres) $385,329 $70,322
Barry I Schloss (Secretary, Treasurer, Trus) $379,696 $58,402
Corbett Kalama (V.P. Real Estate) $237,362 $72,787
Jayna Osada (Assistant Vice President) $188,000 $42,541
Robert T Kellyjr (Trustee) $50,000 $0
Ellen M Heller (Trustee) $50,000 $0

Document Links

Fiscal Year Ending Feb.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$293,439,588
Expenses
$119,030,448
Net Income
$174,409,140
Net Assets
$1,966,241,798
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,850,004
0.6%
Dividends $18,338,949
6.2%
Sales of Assets $224,860,022
76.6%
Other Income $22,172,320
7.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $98,056,009
82.4%
Compensation of Officers* $2,473,285
2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,982,301,337
Total Liabilities $16,059,539
Net Assets $1,966,241,798
Compensation
Key Employees and Officers Compensation Other
Alvin Awaya (V.P, Asst. Sec., Asst Tres) $694,371 $20,004
Jonathon Hook (Chief Investment Off) $629,466 $33,264
Rachel Monroe (President) $481,392 $160,250
Donn Weinberg (V.P, Asst. Sec., Asst Tres) $380,124 $49,794
Barry I Schloss (Secretary, Treasurer, Trus) $378,897 $52,549
Charles Gilmore (Managing Director Of) $269,006 $11,420
Corbett Kalama (V.P. Real Estate) $255,030 $56,322
Stanley Goldman (Program Director) $184,222 $67,522
Jayna Osada (Assistant Vice President) $183,471 $49,488
Sheryl Godstein (Managing Director Pr) $176,577 $52,414
Michael Marcus (Program Director) $165,244 $89,441
Robert T Kellyjr (Trustee) $50,000 $0
Ellen M Heller (Trustee) $50,000 $0

Document Links

Fiscal Year Ending Feb.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,280,787
Expenses
$117,295,250
Net Income
-$4,014,463
Net Assets
$1,791,832,658
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $480,621
0.4%
Dividends $21,431,890
18.9%
Sales of Assets $51,847,003
45.8%
Other Income $19,622,574
17.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,017,122
86.1%
Compensation of Officers* $2,423,181
2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,806,295,269
Total Liabilities $14,462,611
Net Assets $1,791,832,658
Compensation
Key Employees and Officers Compensation Other
Alvin Awaya (V.P, Asst. Sec., Asst Tres) $670,836 $19,115
Rachel Monroe (President) $518,951 $38,419
Donn Weinberg (V.P, Asst. Sec., Asst Tres) $384,060 $91,835
Barry I Schloss (Secretary, Treasurer, Trus) $383,482 $47,598
Jayna Osada (Assistant Vice President) $186,855 $49,253
Stanley Goldman (Program Officer) $177,000 $19,064
Michael Marcus (Program Officer) $160,000 $35,198
Marci Hunn (Program Officer) $154,923 $35,488
Amy Kleine (Program Officer) $154,742 $38,876
Corbett Kalama (V.P. Real Estate) $143,235 $5,601
Sidney Tsutsui (Controller) $139,512 $38,284
Robert T Kellyjr (Trustee) $50,000 $0
Ellen M Heller (Trustee) $50,000 $0
Debra Nakamura (Assistant Secretary) $35,762 $3,662

Document Links

Fiscal Year Ending Feb.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,849,746
Expenses
$116,914,158
Net Income
-$22,064,412
Net Assets
$1,795,847,121
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $409,786
0.4%
Dividends $22,772,710
24.0%
Sales of Assets $25,453,173
26.8%
Other Income $23,838,107
25.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $99,430,204
85.0%
Compensation of Officers* $2,359,233
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,811,790,178
Total Liabilities $15,943,057
Net Assets $1,795,847,121

Document Links

Fiscal Year Ending Feb.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$89,934,831
Expenses
$113,482,865
Net Income
-$23,548,034
Net Assets
$1,817,911,533
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $550,936
0.6%
Dividends $19,624,777
21.8%
Sales of Assets $32,009,596
35.6%
Other Income $15,413,206
17.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,211,842
85.7%
Compensation of Officers* $2,340,167
2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,833,433,367
Total Liabilities $15,521,834
Net Assets $1,817,911,533

Document Links

Fiscal Year Ending Feb.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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