HOCHBERG FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOCHBERG FAMILY FOUNDATION (EIN 36-3152002)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-09
- IRS object ID
- 202510999349100716
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-09T10:56:05-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | 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 | 2025-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI PECK | PreparerPersonNm |
| PTIN | P01423033 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2025-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,617,939 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $350,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $350,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,199,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,069 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$168,104 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$159,500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $761,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,075 | 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 | $13,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110,383 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,923 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $222,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,723 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,041,324 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,041,324 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,263,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,054,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$502,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,423 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $260,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $260,233 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,111,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,140,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,417,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,908,548 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,824,070 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,713,335 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,747,437 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,236,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,227,323 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,989,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,460,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,617,939 | 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 | $9,989,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,460,608 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,989,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,460,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,989,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,460,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,989,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$502,525 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,487,470 | SubtotalAmt |
| Other Decreases | $26,862 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,460,608 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $861 | $861 | $861 | ||
| K-1 STCL THRU BAXTER STREET FUND II, LP | -$13,729 | -$13,729 | P | ||
| K-1 STCG THRU SAVILE ROW GLOBAL MACRO FUND C | $8,346 | $8,346 | P | ||
| K-1 STCG THRU SAVILE ROW DIVERSIFIER STRATEGIES | $4,263 | $4,263 | P | ||
| PUBLICLY TRADED SECURITIES - LT | $1,174,331 | $67,839 | $67,839 | $1,106,492 | |
| K-1 LTCG THRU BAXTER STREET FUND II, LP | $930 | $930 | P | ||
| K-1 LTCL THRU SAVILE ROW HEALTHCARE HEDGED EQUITY | -$7,275 | -$7,275 | P | ||
| K-1 LTCG THRU SAVILE ROW GLOBAL MACRO FUND C | $294 | $294 | P | ||
| K-1 LTCG THRU SAVILE ROW DIVERSIFIER STRATEGIES | $1,054 | $1,054 | P | ||
| K-1 UBTI STCG THRU SAVILE ROW GLOBAL MACRO FUND C | -$139 | -$139 | P | ||
| K-1 UBTI LTCG THRU SAVILE ROW GLOBAL MACRO FUND C | -$5 | -$5 | P | ||
| CAPITAL GAINS DIVIDENDS | $24,630 | $24,630 | $24,630 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,069 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | 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 | $10,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,865 | OverpaymentAmt |
| Applied To ES Tax | $8,865 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 | $8,454,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,507 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,577,323 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,240,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,240,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,071,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $553,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $553,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,535 | TotalTaxAmt |
| Distributable Before Adj | $552,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $552,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $552,045 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,054,047 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,054,047 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $552,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $426,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426,064 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,054,047 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $552,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $502,002 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $928,066 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $928,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $426,064 | ExcessFromYear1Amt |
| Excess From Current Year | $502,002 | 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 (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALGEMEINER JOURNAL | |||||||
| 20 E 51ST STREET 185 | NEW YORK | NY | 10022 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| ALMA RESEARCH AND EDUCATION CENTER | |||||||
| 5215 OLD ORCHARD ROAD STE 880 | SKOKIE | IL | 60077 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| 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 HEBREW UNIVERSITY | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||
| 122 EAST 42ND ST STE 4507 | NEW YORK | NY | 10168 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES (ALSAC) | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| 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 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST SUITE 600 | ATLANTA | GA | 30309 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,300 | |
| 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 | |||||||
| 150 GREENWICH ST 29TH FL | NEW YORK | NY | 10007 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| 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 | |
| BROADSTAGE | |||||||
| 1310 11TH ST | SANTA MONICA | CA | 90401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 6500 WILSHIRE BLVD STE 1100 | LOS ANGELES | CA | 90048 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| 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 | $22,500 | |
| 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 | |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING AND ANALYSIS (CAMERA) | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| CONCERN FOUNDATION FOR CANCER RESEARCH | |||||||
| 11111 W OLYMPIC BLVD STE 214 | LOS ANGELES | CA | 90064 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CONFERENCE OF PRESIDENTS OF MAJOR AMERICAN JEWISH ORGANIZATIONS | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CONGREGATION MICAH | |||||||
| 2001 OLD HICKORY BLVD | BRENTWOOD | TN | 37027 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| COUNCIL FOR JEWISH ELDERLY | |||||||
| 3003 W TOUHY AVE | SKOKIE | IL | 60645 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| CREATIVE COMMUNITY FOR PEACE | |||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| DAVID AND JANET POLAK FOUNDATION - AKLA PROGRAM | |||||||
| 5215 OLD ORCHARD ROAD STE 880 | SKOKIE | IL | 60077 | PF | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| 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 | |
| EDWARD CHARLES FOUNDATION | |||||||
| 269 S BEVERLY DR STE 338 | BEVERLY HILLS | CA | 90212 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| ENDOWMENT FOR MIDDLE EAST TRUTH (EMET) | |||||||
| PO BOX 66366 | WASHINGTON | DC | 20035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| FIRST CONGREGATION SONS OF ISRAEL | |||||||
| PO BOX 352 | ST AUGUSTINE | FL | 32085 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES (FDD) | |||||||
| 1800 M ST NW | WASHINGTON | DC | 20033 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $90,000 | |
| FRIENDS OF ELNET | |||||||
| 5215 OLD ORCHARD ROAD STE 880 | SKOKIE | IL | 60077 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $75,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| FRIENDS OF THE JEWISH CHAPEL | |||||||
| 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 | |
| HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| HILLEL AT THE UNIVERSITY OF WISCONSIN | |||||||
| LANGDON ST | MADISON | WI | 53703 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $18,000 | |
| HOPE CHICAGO | |||||||
| 303 E WACKER DRIVE STE 360 | CHICAGO | IL | 60601 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $750 | |
| HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA AVE NW STE 400 | WASHINGTON | DC | 20004 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| IDA CROWN JEWISH ACADEMY | |||||||
| 8233 CENTRAL PARK AVE | SKOKIE | IL | 60076 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 600771025 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | |
| ILLINOIS POLICY INSTITUTE | |||||||
| 300 S RIVERSIDE PLAZA STE 1650 | CHICAGO | IL | 60606 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| IMPACT FORUM FOUNDATION | |||||||
| 15910 VENTURA BLVD STE 700 | ENCINO | CA | 91436 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $55,000 | |
| ISRAEL INSTITUTE FOR STRATEGIC STUDIES | |||||||
| 29721 NIGUEL RD APT B | LAGUNA NIGUEL | CA | 92677 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| ISRAEL ON CAMPUS COALITION | |||||||
| PO BOX 34640 | WASHINGTON | DC | 20043 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ISRAEL PARASPORT CENTER | |||||||
| 1 NORTHFIELD PLZ STE 300 | NORTHFIELD | IL | 60093 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| ISRAEL POLICY FORUM | |||||||
| 355 LEXINGTON AVE 4TH FL | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,500 | |
| ISRAEL TENNIS CENTERS | |||||||
| 165 EAST 56 STREET 2ND FL | NEW YORK | NY | 10022 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,500 | |
| ISRAELI-AMERICAN COUNCIL | |||||||
| 303 1320 CENTRE ST 301 | NEWTON | MA | 02459 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| JACOBSON SOCIETY | |||||||
| 1463 ROXANNA RD NW | WASHINGTON | DC | 20012 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JERUSALEM CENTER FOR SECURITY AND FOREIGN AFFAIRS | |||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| 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 FUNDERS NETWORK | |||||||
| 150 WEST 30TH ST STE 900 | NEW YORK | NY | 10001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,399 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA (JINSA) | |||||||
| 1101 14TH STREET NW STE 1030 | WASHINGTON | DC | 20005 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| JEWISH NEWS SYNDICATE | |||||||
| 40 NONANTUM ST | NEWTON | MA | 02458 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| JEWISH TELEGRAPHIC AGENCY - THE GLOBAL JEWISH NEWS SOURCE | |||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| 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 | $5,000 | |
| JEWS UNITED FOR DEMOCRACY AND JUSTICE | |||||||
| 11960 W SUNSET BLVD | LOS ANGELES | CA | 90049 | 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 ILLINOIS | |||||||
| 8765 W HIGGINS STE 450 | CHICAGO | IL | 60631 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| LAKE SHORE DRIVE SYNAGOGUE | |||||||
| 70 E ELM ST | CHICAGO | IL | 60611 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| LOS ANGELES JEWISH FILM FESTIVAL | |||||||
| 3250 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| LOUIS D BRANDEIS CENTER FOR HUMAN RIGHTS UNDER LAW | |||||||
| 1717 PENNSYLVANIA AVE NW STE 1025 | WASHINGTON | DC | 20006 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| MAGIVIM | |||||||
| 1550 SOUTH BEVERLY DRIVE SUITE 2 | LOS ANGELES | CA | 90035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| MAOT CHITIM OF GREATER CHICAGO | |||||||
| 3710 COMMERCIAL AVE 7 | NORTHBROOK | IL | 60062 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| MELVIN J BERMAN HEBREW ACADEMY | |||||||
| 13300 ARCTIVE AVE | ROCKVILLE | MD | 20853 | 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 | $32,500 | |
| MIDDLE EAST MEDIA RESEARCH INSTITUTE (MEMRI) | |||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| NO SHAME ON U | |||||||
| 2651 W GREENLEAF AVE APT 1W | CHICAGO | IL | 60645 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| NORTH SUBURBAN SYNAGOGUE BETH EL | |||||||
| 1175 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| OLIN-SANG-RUBY UNION INSTITUTE | |||||||
| 633 3RD AVE FL 7 | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| ONETABLE | |||||||
| 79 MADISON AVENUE | NEW YORK | NY | 10016 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| PALESTINIAN MEDIA WATCH | |||||||
| PO BOX 23858 | NEW YORK | NY | 10087 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $27,500 | |
| PROCLAIMING JUSTICE TO THE NATIONS (PJTN) | |||||||
| PO BOX 682711 | FRANKLIN | TN | 370682711 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| RAVINIA FESTIVAL | |||||||
| 200 RAVINIA PARK RD | HIGHLAND PARK | IL | 60035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| 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 PANCREATIC CANCER FOUNDATION | |||||||
| 4809 N RAVENSWOOD AVE 326 | CHICAGO | IL | 60640 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| SHALVA | |||||||
| PO BOX 46375 | CHICAGO | IL | 60646 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| SINAI CHICAGO HOSPITAL | |||||||
| CALIFORNIA AVE AT 15TH ST | CHICAGO | IL | 60608 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| SINAI TEMPLE | |||||||
| 15 W DELAWARE PL | CHICAGO | IL | 60610 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| SISTER ROSE THERING FUND | |||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| STANDSTRONG | |||||||
| 5851 POWDER HORN LN | JAMESVILLE | NY | 13078 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| STANDWITHUS | |||||||
| PO BOX 340169 | LOS ANGELES | CA | 90034 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $102,500 | |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 W 68TH ST | NEW YORK | NY | 10023 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| THE 100 CLUB OF ILLINOIS | |||||||
| 875 N MICHIGAN AVENUE STE 1351 | CHICAGO | IL | 60611 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE CHICAGO CENTER FOR TORAH AND 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 CLARION PROJECT | |||||||
| 2435 N CENTRAL EXPRESSWAY STE 1280 | RICHARDSON | TX | 75080 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| 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 | $30,000 | |
| THE SCHECHTER INSTITUTE | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 191783566 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| 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 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| WTTW CHANNEL 11 | |||||||
| 5400 N SAINT LOUIS AVE | CHICAGO | IL | 60625 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| ZIONESS | |||||||
| 244 FIFTH AVENUE SUITE A205 | NEW YORK | NY | 10001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,041,324 | 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 | $55 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $392 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $350,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $144 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,503 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| BAXTER STREET FUND II | 14 | -$649 | ||
| EUSF, LLC | 14 | -$23,988 | ||
| SAVILE ROW CONVERTIBLE BOND | 14 | $29,180 | ||
| SAVILE ROW DIVERSIFIER STRATEGIES | 14 | -$59,761 | 900001 | -$8,679 |
| SAVILE ROW GLOBAL MACRO FUND C | 14 | -$39,715 | 900001 | $54 |
| SAVILE ROW TAX ADVANTAGED | 14 | -$63,877 | 900001 | -$669 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,758 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $270,199 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $261,441 | 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 | $500,000 | 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 | $13,600 | Amt |
| Net Investment Income | $6,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CARILLON REAMS CORE PLUS BOND CL I | $565,598 | $535,380 |
| DODGE & COX INCOME CL I | $771,505 | $711,719 |
| GMO OPPORTUNISTIC INCOME FUND INSTL | $242,977 | $232,966 |
| J P MORGAN EXCHANGE TRADED FD INFLATION | $208,874 | $204,311 |
| VANGUARD INFLATION PROCTED SEC ADM CL | $35,116 | $28,959 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $4,777 | $80,218 |
| ARGA INTERNATIONAL VALUE INSTL | $487,900 | $483,938 |
| AVANTIS US SMALL CAP VALUE ETF | $324,726 | $427,551 |
| DFA US LARGE CAP VALUE PRTF INSTL | $298,748 | $451,470 |
| GMO RESOURCES FUND I | $164,638 | $170,337 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $413,600 | $469,963 |
| KOPERNIK GLOBAL ALL CAP FUND INSTL | $377,673 | $321,769 |
| LAZARD GLOBAL LISTED INFRASTRUCTE INSTL | $193,944 | $197,962 |
| LISTED FD TR HORIZON KINETICS | $180,899 | $217,139 |
| POLAR CAPITAL EMERG MARKET STARS I | $347,996 | $386,964 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | $349,709 | $386,078 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $1,989,210 | $3,786,324 |
| VANGUARD WORLD FDS VANGUARD INFORMATION | $6,331 | $37,335 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAXTER STREET FUND II, LP | AT COST | $290,513 | $281,682 |
| EFFICIENT US FUNDS, LLC DIVERSIFIED TREND PLUS SERIES | AT COST | $282,330 | $282,330 |
| SAVILE ROW CONVERTIBLE BOND FUND L 2021-1, LLC | AT COST | $275,184 | $275,184 |
| SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC | AT COST | $952,011 | $952,011 |
| SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLC | AT COST | $300,791 | $300,791 |
| SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLC | AT COST | $135,325 | $135,325 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT BASIS ADJUSTMENT | Desc |
| Amt | $26,862 | 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 | $15 | $0 | $15 |
| BAXTER STREET FUND K-1 EXPENSES | $9,983 | $9,983 | $0 |
| SAVILE ROW HEALTHCARE HEDGED K-1 EXPENSES | $152 | $152 | $0 |
| SAVILE ROW TAX ADVANTAGED K-1 EXPENSES | $40,512 | $40,171 | $0 |
| SAVILE ROW CONVERTIBLE BOND K-1 EXPENSES | $216 | $216 | $0 |
| SAVILE ROW GLOBAL MACRO FUND C K-1 EXPENSES | $1,201 | $1,191 | $0 |
| SAVILE ROW DIVERSIFIER STRATEGIES K-1 EXPENSE | $58,781 | $58,670 | $0 |
| REIMBURSED CHARITABLE EXPENSES | $5,908 | $0 | $5,908 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BAXTER STREET FUND II | -$649 | -$649 | -$649 |
| EUSF, LLC | -$23,988 | -$23,988 | -$23,988 |
| SAVILE ROW CONVERTIBLE BOND | $29,180 | $29,180 | $29,180 |
| SAVILE ROW DIVERSIFIER STRATEGIES | -$68,440 | -$60,451 | -$68,440 |
| SAVILE ROW GLOBAL MACRO FUND C | -$39,661 | -$39,715 | -$39,661 |
| SAVILE ROW TAX ADVANTAGED | -$64,546 | -$63,877 | -$64,546 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY FEES | CategoryTxt |
| Amt | $50,469 | Amt |
| Net Investment Income | $50,469 | 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 | $10,400 | $0 | $0 |
| IRS - PRIOR YEAR PAYMENTS | $31,405 | $0 | $0 |