HULDA B AND MAURICE L ROTHSCHILD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HULDA B AND MAURICE L ROTHSCHILD FOUNDATION (EIN 36-6752787)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349101658
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T07:02:20-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364411496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen Robin & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Dundee Road Suite 505 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366752787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hulda B & Maurice L Rothschild FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HULD | BusinessNameControlTxt |
| Phone | 8474800077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 N Lake Shore Drive 1601 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Debra Weese Mayer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Debra Weese | PersonFirstNm |
| Person Last | Mayer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen Robin | PreparerPersonNm |
| PTIN | P01443675 | PTIN |
| Phone | 8474800077 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $12,539,647 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,605 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,605 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $271,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,373 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $271,373 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $195,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,051,489 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $195,577 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $125 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $481,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $481,555 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $285,978 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,923 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,923 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,405 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,405 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,380 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $65,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,673 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $947,505 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $947,505 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,012,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $961,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$531,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $429,770 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $285,978 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $149,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,604 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,286,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,733,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,064,489 | CorporateStockEOYFMVAmt |
| Other Assets EOYFMV | $4,399,554 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,435,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,808,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,539,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,435,798 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,808,934 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,435,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,808,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,435,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,808,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,435,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$531,283 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,904,515 | SubtotalAmt |
| Other Decreases | $95,581 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,808,934 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Northern Trust | P | 2018-02-02 | 2022-02-02 | $13,561 | $13,561 | $13,561 | |
| Northern Trust | P | 2020-05-20 | 2022-04-15 | $1,037,928 | $182,016 | $182,016 | $855,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $195,577 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,974 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,974 | SubtotalAmt |
| Tax Based On Investment Income | $5,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,560 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,586 | OverpaymentAmt |
| Applied To ES Tax | $8,586 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen Robin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474800077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Dundee Rd | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Debra E Weese- Mayer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 N Lake Shore Drive | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northern Trust Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Po Box 803878 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $44,405 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,989,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,205,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $13,205,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,090 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,007,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $650,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $650,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,974 | TotalTaxAmt |
| Distributable Before Adj | $644,421 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $644,421 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $644,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $961,178 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $961,178 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $644,421 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $363,578 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $332,191 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $361,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $328,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $170,136 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,556,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $961,178 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $644,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $316,757 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,872,837 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $363,578 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,509,259 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $332,191 | ExcessFromYear4Amt |
| Excess From Year3 | $361,400 | ExcessFromYear3Amt |
| Excess From Year2 | $328,775 | ExcessFromYear2Amt |
| Excess From Year1 | $170,136 | ExcessFromYear1Amt |
| Excess From Current Year | $316,757 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dr Debra Weese Mayer | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 North Lake Shore Drive 1601 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Restrictions On Awards | Grants generally limited to programs and projects supporting eldercare. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| United Way of Chicago | |||||||
| 333 S Wabash | Chicago | IL | 60604 | NONE | PC | General | $25,757 |
| Orchestral Assoc of Chicag | |||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | NONE | PC | General | $25,757 |
| Northwestern Univeristy | |||||||
| 633 Clark st | Evanston | IL | 60208 | NONE | PC | General | $6,439 |
| Univeristy of Minnesota Foundation | |||||||
| 2000 SE Oak St | Minneapolis | MN | 55455 | NONE | PC | General | $6,439 |
| Univeristy of Chicago | |||||||
| 5801 S Ellis | Chicago | IL | 60637 | NONE | PC | General | $25,757 |
| Art Institute of Chicago | |||||||
| 111 S Michigan | Chicago | IL | 60603 | NONE | PC | General | $25,756 |
| Jewish Federation of Chicago | |||||||
| 30 S Wells St | Chicago | IL | 60606 | NONE | PC | General | $51,513 |
| Mayer Rothschild Foundation | |||||||
| 840 N Lake Shore Drive 1601 | Chicago | IL | 60611 | NONE | POF | General | $780,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $947,505 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,605 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,373 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $195,577 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $286,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $195,577 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $481,680 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $9,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,750 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $3,923 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,923 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost basis reconcilation | Desc |
| Amt | $95,581 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Northern Trust fees | CategoryTxt |
| Amt | $44,405 | Amt |
| Net Investment Income | $44,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $7,380 | Amt |
| Net Investment Income | $7,380 | NetInvestmentIncomeAmt |
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