LOHENGRIN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOHENGRIN FOUNDATION INC (EIN 13-6141339)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349108656
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T17:09:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 30 SOUTH WACKER DR SUITE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | 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 | 136141339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOHENGRIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOHE | BusinessNameControlTxt |
| Phone | 7738994244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON 3RD FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER ASCOLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7738994244 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | ASCOLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY R MILLER | PreparerPersonNm |
| PTIN | P00933186 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
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 |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,549,274 | 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 | $5,027,766 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $247,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $247,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $460,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $645,454 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $460,232 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,735,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $707,958 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $105,697 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $105,697 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,295 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,295 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,846 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $80 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $80 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,510 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,072 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,514 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,812,513 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,812,513 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,972,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,944,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $763,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $679,522 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,731,119 | CashBOYAmt |
| Cash EOY | $187,843 | CashEOYAmt |
| Cash EOYFMV | $187,843 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,158,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,249 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,249 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,713,465 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,840,426 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,970,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,076,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,313,898 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,858 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $115,858 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,859,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,185,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,549,274 | 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 | $28,859,683 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,185,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,859,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,185,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,859,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,185,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,859,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $763,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,622,944 | SubtotalAmt |
| Other Decreases | $2,437,832 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,185,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PROCEEDS FOR SECURITIES LITIGATION | 2008-04-18 | 2022-01-27 | $34 | $34 | $34 | |
| 200 SHS. OF EMBECTA CORP | 2021-08-09 | 2022-04-12 | $6,243 | $710 | $710 | $5,533 |
| 2,000 SHS. OF APPLE INC | 2008-12-22 | 2022-08-22 | $338,872 | $332,743 | $332,743 | $6,129 |
| 1,100 SHS. OF DISCOVER FINANCIAL SERVICES | 1950-01-02 | 2022-08-22 | $115,090 | $115,031 | $115,031 | $59 |
| 319 SHS. OF THERMO FISCHER SCIENTIFIC INC | 2021-08-09 | 2022-08-22 | $185,215 | $11,714 | $11,714 | $173,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $460,232 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,445 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,445 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,130 | 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 | $12,130 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,685 | OverpaymentAmt |
| Applied To ES Tax | $2,685 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Org Report Or Register State | NY | 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 | WWW.LOHENGRINFDN.ORG | WebsiteAddressTxt |
| Individual With Books | MARK RODRIGUEZ | IndividualWithBooksNm |
| Phone | 7738994244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON 3RD FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PETER M ASCOLI | ||||||||
| 4950 S CHICAGO BEACH DRIVE APT 13A | CHICAGO | IL | 60615 | PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| LUCY ASCOLI | ||||||||
| 4950 S CHICAGO BEACH DRIVE APT 13A | CHICAGO | IL | 60615 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH ASCOLI | ||||||||
| 327 CLARK ROAD | BROOKLINE | MA | 02445 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK RODRIGUEZ | ||||||||
| 200 W MADISON 3RD FLOOR | CHICAGO | IL | 60606 | EXECUTIVE DIRECTOR | 40.00 | $105,697 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,402,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,613,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,553 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,060,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,060,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $435,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,624,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,431,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,431,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,445 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,445 | TotalTaxAmt |
| Distributable Before Adj | $1,421,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,421,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,421,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,944,027 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,944,027 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,421,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $189,723 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $679,790 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $611,694 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $561,400 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,477,070 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,519,677 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,944,027 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,421,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,522,223 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,041,900 | 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 | $189,723 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,852,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $679,790 | ExcessFromYear4Amt |
| Excess From Year3 | $611,694 | ExcessFromYear3Amt |
| Excess From Year2 | $561,400 | ExcessFromYear2Amt |
| Excess From Year1 | $1,477,070 | ExcessFromYear1Amt |
| Excess From Current Year | $3,522,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER M ASCOLI | ContributingManagerNm |
| Contributing Manager | LUCY ASCOLI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | GENERAL FUND | $10,000 | |
| AMERICANS FOR OXFORD | |||||||
| 500 5TH AVE 32ND FLOOR | NEW YORK | NY | 10110 | PC | GENERAL FUND | $2,500 | |
| ARTS ALLIANCE ILLINOIS - EE DIRECTED | |||||||
| 200 W MADISON ST FLOOR 3 C/O IMPACT | CHICAGO | IL | 60606 | PC | GENERAL FUND | $500 | HOUSE |
| BOON | |||||||
| 51 FRONT ST 327 | CUMBERLAND | RI | 02864 | PC | GENERAL FUND | $12,500 | |
| CAROLE ROBERTSON CENTER FOR LEARNING | |||||||
| 1111 W WESTERN AVE SUITE B | CHICAGO | IL | 60612 | PC | GENERAL FUND | $30,000 | |
| CHANGING WORLDS | |||||||
| PO BOX 167294 | CHICAGO | IL | 60616 | PC | GENERAL FUND | $25,000 | |
| CHICAGO ARTS PARTNERSHIPS IN EDUCATION | |||||||
| 1010 W 35TH ST STE 697 | CHICAGO | IL | 60609 | PC | GENERAL FUND | $15,000 | |
| CHICAGO LATINOS IN PHILANTHROPY - EE DIRECTED VIA FA - OAK PARK-RIVER FORES | |||||||
| 1049 LAKE ST 204 | OAK PARK | IL | 60301 | PC | GENERAL FUND | $1,000 | |
| CHICAGO LIGHTS | |||||||
| 126 E CHESTNUT ST | CHICAGO | IL | 60611 | PC | GENERAL FUND | $30,000 | |
| CHICAGO PUBLIC EDUCATION FUND | |||||||
| 200 W ADAMS SUITE 1175 | CHICAGO | IL | 60606 | PC | GENERAL FUND | $10,000 | |
| CHICAGO PUBLIC MEDIA | |||||||
| 848 EAST GRAND AVE | CHICAGO | IL | 60611 | PC | GENERAL FUND | $6,500 | |
| CHICAGO YOUTH CENTERS | |||||||
| 218 S WABASH AVE 510 | CHICAGO | IL | 60604 | PC | GENERAL FUND | $25,000 | |
| CHILDREN'S LITERATURE INITIATIVE | |||||||
| 990 SPRING GARDEN ST 400 | PHILADELPHIA | PA | 19123 | PC | GENERAL FUND | $40,000 | |
| CITY YEAR | |||||||
| 303 E WACKER DR 2750 | CHICAGO | IL | 60601 | PC | GENERAL FUND | $40,000 | |
| COLLEGIATE SCHOOL | |||||||
| 301 FREEDOM PL S | NEW YORK | NY | 10069 | PC | GENERAL FUND | $18,000 | |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVE 20 | CHICAGO | IL | 60647 | PC | GENERAL FUND | $220,000 | |
| EQUAL JUSTICE WORKS | |||||||
| 1730 M STREET NW SUITE 800 | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $12,000 | |
| ERIE NEIGHBORHOOD HOUSE | |||||||
| 1701 W SUPERIOR STREET | CHICAGO | IL | 60622 | PC | GENERAL FUND | $30,000 | |
| FOREFRONT - MSI INITIATIVE GRANT | |||||||
| 200 W MADISON ST 2ND FLOOR | CHICAGO | IL | 60606 | PC | GENERAL FUND | $10,000 | |
| FRIENDS OF THE CHILDREN | |||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | PC | GENERAL FUND | $100,000 | |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON ST | CHICAGO | IL | 60608 | PC | GENERAL FUND | $20,000 | |
| HEARTLAND ALLIANCE - EE DIRECTED | |||||||
| 208 S LASALLE STREET SUITE 1300 | CHICAGO | IL | 60604 | PC | GENERAL FUND | $500 | |
| HIGH JUMP CHICAGO | |||||||
| 59 W NORTH BOULEVARD | CHICAGO | IL | 60610 | PC | GENERAL FUND | $15,000 | |
| HOPE HIGH DOLLARS FOR SCHOLARS | |||||||
| 1 EDMONDS RD | CONCORD | MA | 01742 | PC | GENERAL FUND | $10,000 | |
| HORIZONS FOR YOUTH | |||||||
| 703 W MONROE ST | CHICAGO | IL | 60661 | PC | GENERAL FUND | $30,000 | |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | |||||||
| 505 EIGHTH AVENUE SUITE 902 | NEW YORK | NY | 10018 | PC | GENERAL FUND | $286,830 | |
| INGENUITY INC | |||||||
| 440 NORTH WELLS STREET SUITE 505 | CHICAGO | IL | 60654 | PC | GENERAL FUND | $20,000 | |
| KAM ISAIAH ISRAEL CONGREGATION | |||||||
| 1100 E HYDE PARK BLVD | CHICAGO | IL | 60615 | PC | GENERAL FUND | $50,000 | |
| LEARNING EDGE TUTORING | |||||||
| 118 N CENTRAL AVE STE 210 | CHICAGO | IL | 60644 | PC | GENERAL FUND | $10,000 | |
| MATH CIRCLES OF CHICAGO | |||||||
| 1034 N WELLS ST | CHICAGO | IL | 60610 | PC | GENERAL FUND | $40,000 | |
| MIKVA CHALLENGE | |||||||
| 200 S MICHIGAN AVE STE 1000 | CHICAGO | IL | 60604 | PC | GENERAL FUND | $83,333 | |
| MUSEUM OF SCIENCE AND INDUSTRY CHICAGO | |||||||
| 5700 S DUSABLE LK SHR DR | CHICAGO | IL | 60637 | PC | GENERAL FUND | $15,000 | |
| NATIONAL HISTORIC TRUST AND PRESERVATION | |||||||
| 600 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $10,000 | |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 10016 | PC | GENERAL FUND | $15,000 | |
| OXFAM AMERICA | |||||||
| 77 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | PC | GENERAL FUND | $10,000 | 5-1 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | PC | GENERAL FUND | $600,000 | |
| PBS FOUNDATION | |||||||
| 1225 SOUTH CLARK STREET | ARLINGTON | VA | 22202 | PC | GENERAL FUND | $500,000 | |
| PUPPET SHOWPLACE THEATER | |||||||
| 32 STATION STREET | BROOKLINE | MA | 02445 | PC | GENERAL FUND | $7,500 | |
| RESTORE JUSTICE FOUNDATION | |||||||
| PO BOX 101099 | CHICAGO | IL | 60610 | PC | GENERAL FUND | $95,000 | |
| SECOND SENSE | |||||||
| 65 E WACKER PLACE SUITE 1010 | CHICAGO | IL | 60601 | PC | GENERAL FUND | $100,000 | |
| SHARED INTEREST | |||||||
| 1412 BROADWAY 21ST FLOOR SUITE | NEW YORK | NY | 10018 | PC | GENERAL FUND | $10,000 | MA126 |
| SHRIVER CENTER ON POVERTY LAW | |||||||
| 67 E MADISON ST STE 2000 | CHICAGO | IL | 60603 | PC | GENERAL FUND | $20,000 | |
| THE CHICAGO COMMUNITY TRUST - IFC COLLABORATIVE | |||||||
| 33 S STATE ST SUITE 750 | CHICAGO | IL | 60603 | PC | GENERAL FUND | $20,000 | |
| THE CHICAGO COMMUNITY TRUST - NEUSTRO FUTURO - EE MATCH | |||||||
| 33 S STATE ST SUITE 750 | CHICAGO | IL | 60603 | PC | GENERAL FUND | $1,250 | |
| THE PEOPLE'S MUSIC SCHOOL | |||||||
| 931 W EASTWOOD AVE | CHICAGO | IL | 60640 | PC | GENERAL FUND | $40,000 | |
| TUTORING CHICAGO | |||||||
| 303 W MADISON SUITE 750 | CHICAGO | IL | 60606 | PC | GENERAL FUND | $40,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | PC | GENERAL FUND | $2,000,000 | |
| WBEZ | |||||||
| 848 EAST GRAND AVE | CHICAGO | IL | 60611 | PC | GENERAL FUND | $100,000 | |
| WHO WE ARE NATIONAL PROJECT | |||||||
| 55 W DELAWARE PL APT 901 | CHICAGO | IL | 60610 | PC | GENERAL FUND | $100 | |
| WOMEN MAKE MOVIES | |||||||
| 115 W 29TH STREET SUITE 1200 | NEW YORK | NY | 10001 | PC | GENERAL FUND | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,812,513 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $247,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $460,232 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $707,958 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $707,958 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCY ASCOLI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 S CHICAGO BEACH DRIVE APT 13A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,027,766 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2131 SHS. OF ALLSTATE CORP | $273,658 | 2022-08-12 |
| 1 | 185 SHS. OF ALLSTATE CORP | $23,757 | 2022-08-12 |
| 1 | 3060 SHS. OF AMETEK INC | $392,522 | 2022-08-12 |
| 1 | 5000 SHS OF APPLE INC | $853,925 | 2022-08-12 |
| 1 | 500 SHS COSTCO WHOLESALE CORP | $268,033 | 2022-08-12 |
| 1 | 1100 SHS OF DISCOVER FINANCIAL SERVICES | $119,818 | 2022-08-12 |
| 1 | 2240 SHS OF GILEAD SERVICES INC | $140,162 | 2022-08-12 |
| 1 | 197 SHS OF THERMO FISHER SCIENTIFIC INC | $117,855 | 2022-08-12 |
| 1 | 522 SHS OF THERMO FISHER SCIENTIFIC INC | $312,287 | 2022-08-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,450 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP DEL - 2,316 SHS | $9,087 | $314,050 |
| ALPHABET INC CLASS C - 2000 SHS | $273,922 | $177,460 |
| AMETEK INC NEW - 3,060 SHS | $2,343 | $427,543 |
| APPLE INC -3,000 SHS | $9,194 | $389,790 |
| APTIV PLC - 1,600 SHS | $242,928 | $149,008 |
| BECTON DICKINSON CO - 1,000 SHS | $235,667 | $254,300 |
| BLACKROCK INC - 250 SHS | $235,969 | $177,158 |
| COSTCO WHOLESALE CRP DEL - 500 SHS | $18,004 | $228,250 |
| CROWN CASTLE REIT INC - 1,200 SHS | $233,712 | $162,768 |
| GILEAD SCIENCES INC COM - 2,240 SHS | $15,768 | $192,304 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC - 1,600 SHS | $242,656 | $167,744 |
| MICROSOFT CORP - 900 SHS | $260,910 | $215,838 |
| PALTO ALTO NETWORKS INC - 1,200 SHS | $225,175 | $167,448 |
| PLUG POWER INC - 8,000 SHS | $215,999 | $98,960 |
| PROCTER & GAMBLE CO - 1,800 SHS | $255,852 | $272,808 |
| THERMO FISHER SCIENTIFIC INC - 500 SHS | $104,523 | $495,621 |
| TRANE TECHNOLOGIES PLC - 1,200 SHS | $237,228 | $201,708 |
| XYLEM INC - 2,000 SHS | $257,760 | $221,140 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,713,465 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,840,426 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN IMPACT ENGINE PRIVATE EQUITY FUND II LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $115,858 | BookValueAmt |
| EOYFMV | $115,858 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,295 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,295 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT TO INVESTMENT IN IMPACT ENGINE | $2,478 |
| BASIS ADJUSTMENT TO STOCKS CONTRIBUTED AT FAIR MARKET VALUE | $2,435,353 |
| ROUNDING ERROR | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $7 | $0 | $7 |
| IMPACT ENGINE PRIVATE EQUITY FUND II LP EXPENSE | $5,511 | $2,510 | $3,001 |
| INSURANCE EXPENSE | $238 | $0 | $238 |
| IT SERVICES EXPENSE | $160 | $0 | $160 |
| MISCELLAENOUS EXPENSE | $201 | $0 | $201 |
| NEW YORK DEPARTMENT OF LAW | $750 | $0 | $750 |
| PAYROLL FEES | $5,715 | $0 | $5,715 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $19,191 | $19,191 | $0 |
| IMPACT ENGINE PRIVATE EQUITY FUND II LP - MANAGEMENT FEES | $6,655 | $6,655 | $0 |
Comments