HOCHBERG FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOCHBERG FAMILY FOUNDATION (EIN 36-3152002)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-03
- IRS object ID
- 202430949349100808
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-03T11:34:55-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363152002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOCHBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOCH | BusinessNameControlTxt |
| Phone | 8478812023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 OLD ORCHARD RD 880 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY HOCHBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8478812023 | PhoneNum |
| Signature | 2024-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | HOCHBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2024-04-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,106,590 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $725,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $148 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $148 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $269,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $269,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,919,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,107,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,919,988 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $168,390 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $168,143 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,082,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,357,447 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,490 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,925 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $20,808 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $20,808 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,052 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,605 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,423 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,182 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,672 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,029,572 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,029,572 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,168,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,039,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,914,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,235,749 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $324,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,639 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,953,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,111,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,372,053 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,913,133 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,908,548 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,773,237 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,772,195 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,747,437 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,738,661 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,963,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,989,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,106,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,963,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,989,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,963,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,989,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,963,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,989,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,963,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,914,579 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,296 | OtherIncreasesAmt |
| Subtotal | $11,925,324 | SubtotalAmt |
| Other Decreases | $1,935,329 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,989,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | $908,287 | $807,817 | $100,470 | $100,470 | |
| BAXTER STREET FUND II, LP | -$44,825 | -$44,825 | P | ||
| SAVILE ROW HEALTHCARE HEDGED EQUITY | $64 | $64 | P | ||
| SAVILE ROW TAX ADVANTAGED | -$3,785 | -$3,785 | P | ||
| SAVILE ROW GLOBAL MACRO FUND C | $56 | $56 | P | ||
| NEXT FOUNTAIN SQUARE | $1,935,329 | $1,935,329 | P | ||
| SAVILE ROW DIVERSIFIER STRATEGIES | -$4,234 | -$4,234 | P | ||
| PUBLICLY TRADED SECURITIES - ST | $133,986 | $132,485 | $1,501 | $1,501 | |
| BAXTER STREET FUND II, LP | -$96,075 | -$96,075 | P | ||
| SAVILE ROW HEALTHCARE HEDGED EQUITY | $4 | $4 | P | ||
| SAVILE ROW TAX ADVANTAGED | -$23,372 | -$23,372 | P | ||
| SAVILE ROW GLOBAL MACRO FUND C | $702 | $702 | P | ||
| SAVILE ROW DIVERSIFIER STRATEGIES | -$10,879 | -$10,879 | P | ||
| CAPITAL GAINS DIVIDENDS | $65,032 | $65,032 | $65,032 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,919,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,077 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,077 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23,877 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LARRY J HOCHBERG | IndividualWithBooksNm |
| Phone | 8478812023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 OLD ORCHARD ROAD SUITE 880 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LARRY J HOCHBERG | ||||||||
| 5215 OLD ORCHARD ROAD SUITE 880 | SKOKIE | IL | 60077 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREW S HOCHBERG | ||||||||
| 5215 OLD ORCHARD ROAD SUITE 880 | SKOKIE | IL | 60077 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,720,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,738,661 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,671,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,671,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,511,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $525,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $525,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,077 | TotalTaxAmt |
| Distributable Before Adj | $494,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $494,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $494,494 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,039,244 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,039,244 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,039,244 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $118,686 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $494,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $426,064 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $544,750 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $118,686 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $426,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $426,064 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY J HOCHBERG | ContributingManagerNm |
| Contributing Manager | ANDREW S HOCHBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMCHA INITIATIVE | |||||||
| PO BOX 408 | SANTA CRUZ | CA | 95061 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||||
| 122 E 42ND ST 1519 | NEW YORK | NY | 10168 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| AMERICAN FRIENDS OF ISRAEL SPORT CENTER FOR THE DISABLED | |||||||
| 1 NORTHFIELD PLZ STE 300 | NORTHFIELD | IL | 60093 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| AMERICAN FRIENDS OF LUBAVITCH CHABAD | |||||||
| 525 LEFFERTS AVE | BROOKLYN | NY | 11225 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| AMERICAN SEPHARDI FEDERATION | |||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| AMERICAN TECHNION SOCIETY | |||||||
| 30 NORTH LASALLE ST SUITE 1515 | CHICAGO | IL | 60602 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| ARTHITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST NE SUITE 600 | ATLANTA | GA | 30309 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,250 | |
| AVENUES TO INDEPENDENCE | |||||||
| 515 BUSSE HWY | PARK RIDGE | IL | 60068 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| BCH FOUNDATION | |||||||
| 2050 LARKIN AVE 101 | ELGIN | IL | 60123 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| BEIT RUTH (AMERICAN FRIENDS OF BEIT RUTH) | |||||||
| 150 GREENWICH ST 29TH FL | NEW YORK | NY | 10007 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| BEIT T'SHUVAH - LOS ANGELES YOU MATTER - HONOR OF REZNIK AND SHAPIRO | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,250 | |
| BRIDGES OUTREACH | |||||||
| 120 MORRIS AVE | SUMMIT | NJ | 07902 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| BRIGHT STAR COMMUNITY OUTREACH | |||||||
| 4518 S COTTAGE GROVE | CHICAGO | IL | 60653 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| CENTER FOR ISRAEL EDUCATION | |||||||
| 825 HOUSTON MILL RD NE STE 114 | ATLANTA | GA | 30329 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CENTER FOR PEACE COMMUNICATIONS | |||||||
| 1623 FLATBUSH AVE 200 | BROOKLYN | NY | 11210 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| CENTRAL FUND OF ISRAEL | |||||||
| 980 AVE OF AMERICAS STE 3RD FL | NEW YORK | NY | 10018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CHABAD OF POTOMAC | |||||||
| 10500 BURBANK DRIVE | POTOMAC | MD | 20854 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| CHRISTIANS UNITED FOR ISRAEL | |||||||
| PO BOX 1307 | SAN ANTONIO | TX | 78295 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $400 | |
| CONCERN FOUNDATION | |||||||
| 11111 W OLYMPIC BLVD STE 214 | LOS ANGELES | CA | 90064 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CONFERENCE OF PRESIDENTS | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| COUNCIL FOR JEWISH ELDERLY | |||||||
| 3003 W TOUHY AVE | CHICAGO | IL | 60645 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| CREATIVE COMMUNITY FOR PEACE | |||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CREATIVE VISIONS FOUNDATION (WORKINGNATION) | |||||||
| 18820 PACIFIC COAST HIGHWAY STE 201 | MALIBU | CA | 90265 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| DYAUTONOMIA INTERNATIONAL | |||||||
| PO BOX 596 | EAST MORICHES | NY | 11940 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| EAGLES' WINGS | |||||||
| 514 14TH ST | WEST PALM BEACH | FL | 33401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| EB RESEARCH PARTNERSHIP | |||||||
| 132 EAST 43RD ST STE 432 | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST STE 1501 | NEW YORK | NY | 10168 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| EMET | |||||||
| PO BOX 66366 | WASHINGTON | DC | 20035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| FDD - (FOUNDATION FOR DEFENSE OF DEMOCRACIES) | |||||||
| 1800 M ST NW | WASHINGTON | DC | 20033 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $150,000 | |
| FELNET - FRIENDS OF ELNET | |||||||
| 5215 OLD ORCHARD ROAD STE 880 | SKOKIE | IL | 60077 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,250 | |
| FIRST CONGREGATION SONS OF ISRAEL | |||||||
| 161 CORDOVA ST | ST AUGUSTINE | FL | 32084 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FRIENDS OF IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $140,000 | |
| FRIENDS OF THE JEWISH CHAPEL (URIAH P LEVY CENTER) | |||||||
| 326 FIRST STREET SUITE 22 | ANNAPOLIS | MD | 21403 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| FUENTE LATINA | |||||||
| 1125 NE 125 ST STE 300-3 NORTH | MIAMI | FL | 33161 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| GOOD PEOPLE FUND | |||||||
| 384 WYOMING AVENUE | MILLBURN | NJ | 07041 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| HILLEL CLAREMONT COLLEGE | |||||||
| 915 W FOOTHILL BLVD STE C-120 | CLAREMONT | CA | 91711 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| IL HOLOCAUST MUSEUM & EDUC CTR | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 600771025 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,200 | |
| IMPACT FORUM FOUNDATION | |||||||
| 15910 VENTURA BLVD STE 700 | ENCINO | CA | 91436 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| ISRAAID GLOBAL HUMANITARIAN ASSISTANCE INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| ISRAEL POLICY FORUM | |||||||
| 355 LEXINGTON AVE 4TH FL | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| ISRAEL TENNIS CENTERS | |||||||
| 165 EAST 56 STREET 2ND FL | NEW YORK | NY | 10022 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| ISRAELI AMERICAN COUNCIL | |||||||
| 303 1320 CENTRE ST 301 | NEWTON | MA | 02459 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| JEW IN THE CITY | |||||||
| PO BOX 2168 | TEANECK | NJ | 07666 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| JEWISH BOOK COUNCIL | |||||||
| 520 8TH AVE 4TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JEWISH COMMUNITY CENTER CHABAD | |||||||
| 3661 GRENOBLE CT | ROCKFORD | IL | 61114 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| JEWISH CONTINUITY NETWORK (THE PLURALISM PROJECT) | |||||||
| 2 ARROW ST 4TH FLOOR | CAMBRIDGE | MA | 02138 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH ST STE 900 | NEW YORK | NY | 10001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,497 | |
| JEWISH VOCATIONAL SERVICE | |||||||
| 135 N ARLINGTON HEIGHTS RD 104 | BUFFALO GROVE | IL | 60089 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| JEWS UNITED FOR DEMOCRACY & JUSTICE | |||||||
| 11960 W SUNSET BLVD | LOS ANGELES | CA | 90049 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| JINSA - JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | |||||||
| 1101 14TH STREET NW STE 1030 | WASHINGTON | DC | 20005 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| JTA (GLOBAL NEWS SERVICE) | |||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| KESHET | |||||||
| 600 ACADEMY DR 130 | NORTHBROOK | IL | 60062 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| KIDS ABOVE ALL | |||||||
| 8765 W HIGGINS STE 450 | CHICAGO | IL | 60631 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| LAJFFJFILM LA | |||||||
| 3250 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| LAKE SHORE DRIVE SYNAGOGUE | |||||||
| 70 E ELM ST | CHICAGO | IL | 60611 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| LOUIS BRANDEIS CENTER FOR HUMAN RIGHTS | |||||||
| 1717 PENNSYLVANIA AVE NW STE 1025 | WASHINGTON | DC | 20006 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| MAGIVIM ORG | |||||||
| 1550 SOUTH BEVERLY DRIVE SUITE 2 | LOS ANGELES | CA | 90035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| MAOT CHITIM GREATER CHICAGO | |||||||
| 3710 COMMERCIAL AVE 7 | NORTHBROOK | IL | 60062 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| MEMRI | |||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| MICHAEL J FOX FUND FOR PARKINSONS | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| MIDDLE EAST FORUM | |||||||
| 1920 CHESTNUT ST | PHILADELPHIA | PA | 191034634 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| NORTH SHORE CONGREGATION ISRAEL | |||||||
| 1185 SHERIDAN RD | GLENCOE | IL | 60022 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| NSS BETH EL | |||||||
| 1175 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| ONETABLE ONE TABLE | |||||||
| 79 MADISON AVENUE | NEW YORK | NY | 10016 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,500 | |
| PJTN - PROCLAIMING JUSTICE TO THE NATIONS | |||||||
| PO BOX 682711 | FRANKLIN | TN | 370682711 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| RAND CORP | |||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 904013208 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| RAVINIA FESTIVAL | |||||||
| 200 RAVINIA PARK RD | HIGHLAND PARK | IL | 60035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $4,000 | |
| REPORT INC | |||||||
| PMB 225 1121 N BETHLEHEM PIKE STE | SPRING HOUSE | PA | 19477 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | 60 |
| ROLFE FOUNATION | |||||||
| 4809 N RAVENSWOOD AVE 326 | CHICAGO | IL | 60640 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| SCHECHTER INSTITUTES | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 191783566 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| SHALVA | |||||||
| PO BOX 46375 | CHICAGO | IL | 60646 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| SHER KAGEN PRODUCTIONS | |||||||
| 233 E 69TH ST APT 2I | NEW YORK | NY | 10021 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| SINAI TEMPLE | |||||||
| 15 W DELAWARE PL | CHICAGO | IL | 60610 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| SISTER ROSE THERING | |||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ST JUDE'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| STAND WITH US | |||||||
| PO BOX 340169 | LOS ANGELES | CA | 90034 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $97,500 | |
| STANDSTRONG | |||||||
| 5851 POWDER HORN LN | JAMESVILLE | NY | 13078 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| SUSAN KOMEN BREAST CANCER FOUNDATION | |||||||
| 5005 LBJ FREEWAY STE 526 | DALLAS | TX | 75244 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| THE ALGEMEINER | |||||||
| 20 E 51ST STREET 185 | NEW YORK | NY | 10022 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| THE ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST SUITE 600 | ATLANTA | GA | 30309 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,250 | |
| THE BINYAMIN FUND | |||||||
| 11 BAKER LN | SUFFERN | NY | 10901 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| THE BROAD STAGE | |||||||
| 1310 11TH ST | SANTA MONICA | CA | 90401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| THE CHICAGO CENTER FOR TORAH & CHESED | |||||||
| 6557 N LINCOLN AVE | LINCOLNWOOD | IL | 60712 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE CHICAGO LIGHTHOUSE | |||||||
| 1850 WEST ROOSEVELT ROAD | CHICAGO | IL | 60608 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE E 92ND ST | NEW YORK | NY | 10128 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $125 | |
| THE LAWFARE PROJECT | |||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| TRIBE MEDIA CORPORATION | |||||||
| 3250 WILSHIRE BLVD STE 1280 | LOS ANGELES | CA | 90010 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| UN WATCH USA | |||||||
| PO BOX 5872 | WASHINGTON | DC | 20016 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| UNIVERISTY OF TOLEDO FOUNDATION | |||||||
| 2801 W BANCROFT ST | TOLEDO | OH | 43606 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $115,000 | |
| WTTW CHANNEL 11 | |||||||
| 5400 N SAINT LOUIS AVE | CHICAGO | IL | 60625 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| ZACHOR LEGAL INSTITUTE | |||||||
| PO BOX 6774 | BOZEMAN | MT | 59771 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ZIONESS | |||||||
| 244 FIFTH AVENUE SUITE A205 | NEW YORK | NY | 10001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,029,572 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $269,168 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,919,988 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (8 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| SAVILE ROW DIVERSIFIER STRATEGIES | 14 | $21,136 | ||
| SAVILE ROW TAX ADVANTAGED | 14 | -$3,360 | ||
| SAVILE ROW CONVERTIBLE BOND | 14 | -$5,450 | ||
| SAVILE ROW GLOBAL MACRO FUND C | 14 | $87,576 | ||
| EUSF, LLC | 14 | $68,416 | ||
| IRS REFUND | 01 | $2,229 | ||
| BAXTER STREET FUND II | 14 | -$175 | ||
| SAVILE ROW DIVERSIFIER STRATEGIES | 14 | 900001 | -$1,982 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,982 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,359,676 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,357,694 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LARRY HOCHBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST PEARSON APT 2016 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $725,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,980 | Amt |
| Net Investment Income | $6,490 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,490 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CARILLON REAMS CORE PLUS BOND CL I | $578,304 | $548,292 |
| DODGE & COX INCOME CL I | $827,475 | $751,014 |
| GMO OPPORTUNISTIC INCOME FUND INSTL | $259,450 | $245,284 |
| J P MORGAN EXCHANGE TRADED FD INFLATION | $208,874 | $200,666 |
| VANGUARD INFLATION PROCTED SEC ADM CL | $34,445 | $27,981 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTY ETF TR AVANTIS US | $324,726 | $363,959 |
| APPLE INC | $5,766 | $78,552 |
| CAUSEWAY INTERNATNAL VALUE INSTL | $296,379 | $297,803 |
| DFA US LARGE CAP VALUE PRTF INSTL | $355,881 | $441,366 |
| GMO RESOURCES FUND I | $355,769 | $402,550 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $267,499 | $307,718 |
| KOPERNIK GLOBAL ALL CAP FUND INSTL | $442,209 | $353,925 |
| LAZARD GLOBAL LISTED INFRASTRUCTE INSTL | $178,328 | $169,832 |
| POLAR CAPITAL EMERG MARKET STARS I | $347,996 | $356,908 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | $387,432 | $399,501 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $2,143,055 | $3,170,899 |
| VANGUARD WORLD FDS VANGUARD INFORMATION | $6,331 | $29,040 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAXTER STREET FUND II, LP | AT COST | $650,637 | $641,806 |
| EUSF LLC | AT COST | $306,318 | $306,318 |
| SAVILE ROW CONVERTIBLE BOND | AT COST | $246,220 | $246,220 |
| SAVILE ROW GLOBAL MACRO FUND C | AT COST | $332,964 | $332,964 |
| SAVILE ROW HEALTHCARE HEDGED EQUITY | AT COST | $7,427 | $7,427 |
| SAVILE ROW TAX ADVANTAGED | AT COST | $197,379 | $197,379 |
| SR DIVERSIFIED STRATEGIES | AT COST | $1,006,492 | $1,006,547 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE ON NEXT FOUNTAIN SQUARE K-1 | Desc |
| Amt | $1,935,329 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL FILING FEES | $315 | $0 | $315 |
| BAXTER STREET FUND K-1 EXPENSES | $8,329 | $8,329 | $0 |
| SAVILE ROW HEALTHCARE HEDGED K-1 EXPENSES | $430 | $430 | $0 |
| SAVILE ROW TAX ADVANTAGED K-1 EXPENSES | $18,246 | $18,246 | $0 |
| SAVILE ROW CONVERTIBLE BOND K-1 EXPENSES | $216 | $216 | $0 |
| SAVILE ROW GLOBAL MACRO FUND C K-1 EXPENSES | $1,654 | $1,654 | $0 |
| SAVILE ROW DIVERSIFIER STRATEGIES K-1 EXPENSE | $14,548 | $14,548 | $0 |
| REIMBURSED CHARITABLE EXPENSES | $2,867 | $0 | $2,867 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SAVILE ROW DIVERSIFIER STRATEGIES | $21,136 | $21,136 | $21,136 |
| SAVILE ROW TAX ADVANTAGED | -$3,360 | -$3,360 | -$3,360 |
| SAVILE ROW CONVERTIBLE BOND | -$5,450 | -$5,450 | -$5,450 |
| SAVILE ROW GLOBAL MACRO FUND C | $87,576 | $87,576 | $87,576 |
| EUSF, LLC | $68,416 | $68,416 | $68,416 |
| IRS REFUND | $2,229 | $2,229 | |
| BAXTER STREET FUND II | -$175 | -$175 | -$175 |
| SAVILE ROW DIVERSIFIER STRATEGIES | -$1,982 | $0 | -$1,982 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $47,296 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY FEES | CategoryTxt |
| Amt | $46,925 | Amt |
| Net Investment Income | $46,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS - ESTIMATED PAYMENTS | $7,173 | $0 | $0 |
| FOREIGN TAXES | $4,052 | $4,052 | $0 |