LOEWENBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOEWENBERG CHARITABLE FOUNDATION (EIN 46-4289985)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202201309349102620
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T13:27:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464289985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loewenberg Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBIN LOEWENBERG TEBBE | InCareOfNm |
| Business Name Control | LOEW | BusinessNameControlTxt |
| Phone | 3124409600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 N Michigan Ave STE 930 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN LOEWENBERG | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3124409600 | PhoneNum |
| Signature | 2022-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBIN | PersonFirstNm |
| Person Last | LOEWENBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAIGE GOEPFERT | PreparerPersonNm |
| PTIN | P00634885 | PTIN |
| Phone | 3123573950 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,587,701 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $264,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,151,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,957,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,151,221 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,415,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,415,613 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,165 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,801 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $28,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,265 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $541,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $516,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,874,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,396,198 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $570,246 | CashBOYAmt |
| Cash EOY | $363,373 | CashEOYAmt |
| Cash EOYFMV | $363,373 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,602 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,602 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,551,806 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,482,397 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,805,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,331,777 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,738,329 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,376,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,250,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,587,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,376,161 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,250,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,376,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,250,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,376,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,250,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,376,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,874,397 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,250,558 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,250,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| JP MORGAN #7005 - SEE ATTACHED | 2021-01-15 | $32,436 | $30,785 | $1,651 | $1,651 | |
| JP MORGAN #7005 - SEE ATTACHED | 2021-01-15 | $11,836,883 | $5,775,130 | $6,061,753 | $6,061,753 | |
| CAPITAL GAIN DIVIDENDS | $87,817 | P | ||||
| CAPITAL GAIN DIVIDENDS | $87,817 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,151,221 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,907 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $88,907 | SubtotalAmt |
| Tax Based On Investment Income | $88,907 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,817 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,817 | TotalPaymentsAndCreditsAmt |
| Tax Due | $85,090 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| 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 | ROBIN LOEWENBERG TEBBE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124409600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 N MICHIGAN AVENUE SUITE 930 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Robin Tebbe | ||||||||
| 900 N Michigan Avenue Suite 930 | Chicago | IL | 60611 | Director | 1.0 | $0 | $0 | $0 |
| Paula Hoste | ||||||||
| 900 N Michigan Ave STE 930 | Chicago | IL | 60611 | Director | 1.0 | $0 | $0 | $0 |
| Mark Tebbe | ||||||||
| 900 N Michigan Ave STE 930 | Chicago | IL | 60611 | Director | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,333,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $617,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,951,717 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,951,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,757,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $637,872 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $637,872 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,907 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,907 | TotalTaxAmt |
| Distributable Before Adj | $548,965 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $548,965 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $548,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $516,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $516,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $548,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $314,089 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $516,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $314,089 | AppliedToYear1Amt |
| Applied To Current Year | $202,666 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $346,299 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 626 Landmark Foundaton | ||||||
| 626 North Michigan Ave | Chicago | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| A Better Chicago | ||||||
| 200 W Madison St 3rd Floor | Chicago | IL | 60606 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Anderson Ranch Arts Center | ||||||
| PO Box 5598 | Snowmass Vilage | CO | 81615 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| Anshe Emet Synagogue | ||||||
| 3751 N Broadway | Chicago | IL | 60613 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,535 |
| Aspen Institute | ||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| Boys and Girls Club of Chicago | ||||||
| 550 W Van Buren Street 350 | CHICAGO | IL | 60607 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 |
| Boys and Girls Club of Palm Beach County | ||||||
| 800 Northpoint Parkway Suite 204 | West Palm Beach | FL | 33407 | PC | EXEMPT PURPOSE OF ORGANIZATION | $6,000 |
| Breast Cancer Research Foundation | ||||||
| 28 West 44th Street Sute 609 | New York | NY | 10036 | PC | EXEMPT PURPOSE OF ORGANIZATION | $550 |
| Chicago Architecture Biennial Inc | ||||||
| 154 N Garland CT | Chicago | IL | 60602 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| Chicago Architecture Center Chicago | ||||||
| 111 E Wacker Dr | Chicago | IL | 60601 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,500 |
| Chicago Cubs Charities | ||||||
| 1060 West Addison St | Chicago | IL | 60613 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 |
| Chicago Historical Society | ||||||
| 1601 North Clark Street | Chicago | IL | 60614 | PC | EXEMPT PURPOSE OF ORGANIZATION | $605 |
| Geneva Lake Association Inc | ||||||
| PO Box 412 | Lake Geneva | WI | 53147 | PC | EXEMPT PURPOSE OF ORGANIZATION | $250 |
| JazzAspen Snowmass | ||||||
| 110 East Hallam Suite 104 | Aspen | CA | 81611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $3,500 |
| Jewish Community Foundation | ||||||
| 5801 W 115th St 104 | Overland Park | KS | 66211 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Jewish Federation of St Joseph Valley | ||||||
| 3202 Shalom Way | South Bend | IN | 44615 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100 |
| Jewish United Fund | ||||||
| 30 S Wells St | Chicago | IL | 60606 | PC | EXEMPT PURPOSE OF ORGANIZATION | $150,000 |
| LEARN Charter School Network | ||||||
| 212 S Francisco Ave | CHICAGO | IL | 60612 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Museum of Contemporary Art Chicago | ||||||
| 220 E Chicago Ave | Chicago | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $30,000 |
| Museum of Science & Industry | ||||||
| 5700 S Lake Shore Dr | Chicago | IL | 60637 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Navy Pier | ||||||
| 600 E Grand Ave | Chicago | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 |
| Northwestern Memorial Foundation | ||||||
| 541 North Fairbanks Court Suite 80 | Chicago | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| Northwestern Univerisity Global Health Initiative | ||||||
| 1201 Davis Street | Evanston | IL | 60208 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| Norton Museum of Art | ||||||
| 1450 S Dixie Hwy | West Palm Beach | FL | 33401 | PC | EXEMPT PURPOSE OF ORGANIZATION | $7,500 |
| Palm Beach Crime Watch | ||||||
| 139 N County Rd Suite 26 | Palm Beach | FL | 33480 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100 |
| Planned Parenthood | ||||||
| 18 S Michigan Ave 6th Floor | Chicago | IL | 60603 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| The Art Institute of Chicago | ||||||
| 111 S Michigan Ave | Chicago | IL | 60603 | PC | EXEMPT PURPOSE OF ORGANIZATION | $20,000 |
| The Breakthrough Board | ||||||
| 3554 N Paulina St Suite 208 | Chicago | IL | 60657 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| The Chicago Club Preservation Foundation | ||||||
| 81 E Van Buren St | Chicago | IL | 60605 | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| The Everglades Foundation | ||||||
| 180001 Old Cutler Road Suite 625 | Palmetto Bay | FL | 33157 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| The Field Museum | ||||||
| 1400 S Lake Shore Dr | Chicago | IL | 60605 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 |
| The Latin School of Chicago | ||||||
| 59 W North Blvd | Chicago | IL | 60610 | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| The Renaissance Society at the Univ of Chicago | ||||||
| 5811 South Ellis Ave Cobb Hall 4t | Chicago | IL | 60637 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| The Society of Four Arts Inc | ||||||
| 100 Four Arts Plaza | Palm Beach | FL | 33480 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| The University of Chicago | ||||||
| 5235 South Harper Court Suite 450 | Chicago | IL | 60615 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| United States Holocaust Memorial Museum | ||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | PC | EXEMPT PURPOSE OF ORGANIZATION | $20,000 |
| University of Chicago Medicine | ||||||
| 5841 S MAryland Ave | Chicago | IL | 60637 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,740 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,151,221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,415,613 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,415,613 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX-ADM | $4,519,343 | $5,657,022 |
| VANGUARD MID CAP INDEX-ADM | $912,008 | $1,085,695 |
| VANGUARD SML CAP INDX-ADM | $608,112 | $661,745 |
| GQG PART EMERG MKTS EQ-INST | $931,793 | $837,966 |
| HRDNG LVNR INSTL SM CO-INST | $867,271 | $923,972 |
| VANGUARD DEV MKT INDX-ADM | $1,493,250 | $1,571,929 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,551,806 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,482,397 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL SECRETARY OF STATE EXPENSE | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Northern Trust #8212 - Other Income | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $4,513 | |
| STATE INCOME TAXES | $273 | |
| ILLINOIS CHARITY BUREAU | $15 | $15 |