HOCHBERG FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOCHBERG FAMILY FOUNDATION (EIN 36-3152002)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-15
- IRS object ID
- 202221059349101122
- Schema version
- 2020v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-15T19:59:39-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | 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 | 20 N MARTINGALE RD STE 500 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | 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 NO 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 | 2022-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | HOCHBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CIPRIAN MITU | PreparerPersonNm |
| PTIN | P01281670 | PTIN |
| Phone | 8475177070 | PhoneNum |
| Preparation | 2022-04-01 | 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 | 2020 | 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 | $9,519,268 | 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 | $20,392 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $291 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $291 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $203,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $203,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,333,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,500 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$20 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$20 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $554,608 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,216 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,665 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,665 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $62 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $62 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,890 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,200 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,268 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,253 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,680 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $732,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $732,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $782,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $738,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$228,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $496,036 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $333,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $220,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $220,766 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,822,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,739,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,525,075 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $821,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,773,427 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,773,427 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,976,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,733,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,519,268 | 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 | $7,976,361 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,733,933 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,976,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,733,933 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,976,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,733,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,976,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$228,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,747,994 | SubtotalAmt |
| Other Decreases | $14,061 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,733,933 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| SAVILE ROW HEALTHCARE | P | $629 | -$629 | -$629 | |
| PUBLICLY TRADED SECURITIES | P | $1,989,372 | $276,269 | $276,269 | $2,265,641 |
| SAVILE ROW MANAGED | P | $12,793 | -$12,793 | -$12,793 | |
| BAXTER STREET FUND | P | $14,256 | $14,256 | $14,256 | |
| BAXTER STREET FUND | P | $17,332 | $17,332 | $17,332 | |
| CAPITAL GAINS DIVIDENDS | P | $36,065 | $36,065 | $36,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | 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 | $6,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $95 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LARRY J HOCHBERG | IndividualWithBooksNm |
| Phone | 8478812023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 OLD ORCHARD ROAD SUITE 880 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LARRY J HOCHBERG | ||||||||
| 5215 OLD ORCHARD ROAD SUITE 880 | SKOKIE | IL | 60077 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREW S HOCHBERG | ||||||||
| 5215 OLD ORCHARD ROAD SUITE 880 | SKOKIE | IL | 60077 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,042,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $383,602 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,773,427 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,199,142 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,199,142 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,046,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $502,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $502,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,895 | TotalTaxAmt |
| Distributable Before Adj | $495,413 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $495,413 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $495,413 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $738,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $738,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $738,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $495,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $581,507 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $357,259 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $659,575 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $483,022 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $666,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,748,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $738,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $495,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $242,692 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,990,755 | 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 | $581,507 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,409,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $357,259 | ExcessFromYear4Amt |
| Excess From Year3 | $659,575 | ExcessFromYear3Amt |
| Excess From Year2 | $483,022 | ExcessFromYear2Amt |
| Excess From Year1 | $666,700 | ExcessFromYear1Amt |
| Excess From Current Year | $242,692 | 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 (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AKIVA-SCHECHTER JEWISH DAY SCHOOL | |||||||||||
| 5235 S CORNELL AVENUE | CHICAGO | IL | 60615 | NONE | PC | GENERAL FUND | $12,500 | ||||
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||||||||
| 633 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $5,000 | ||||
| AMERICAN FRIENDS ISRAEL PHILHARMONIC | |||||||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | PC | GENERAL FUND | $500 | ||||
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||||||||
| 122 E 42ND ST 1519 | NEW YORK | NY | 10168 | NONE | PC | GENERAL FUND | $250 | ||||
| AMERICAN FRIENDS OF ISRAEL SPORT CENTER FOR THE DISABLED | |||||||||||
| ONE NORTHFIELD PLAZA | NORTHFIELD | IL | 60093 | NONE | PC | GENERAL FUND | $1,000 | ||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||||||
| 220 E 42ND STREET STE 400 | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $1,000 | ||||
| AMERICAN JEWISH UNIVERSITY | |||||||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | NONE | PC | GENERAL FUND | $750 | ||||
| AMERICAN SEPHARDI FEDERATION | |||||||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL FUND | $2,500 | ||||
| AMERICAN YOUTH SYMPHONY | |||||||||||
| 60 55TH STREET | CLARIDON HILLS | IL | 60514 | NONE | PC | GENERAL FUND | $2,500 | ||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | GENERAL FUND | $7,500 | ||||
| ARIE CROWN HEBREW DAY SCHOOL | |||||||||||
| 4600 MAIN ST | SKOKIE | IL | 60076 | NONE | PC | GENERAL FUND | $2,500 | ||||
| AVENUES TO INDEPENDENCE | |||||||||||
| 515 BUSSE HWY | PARK RIDGE | IL | 60068 | NONE | PC | GENERAL FUND | $1,000 | ||||
| BEIT T'SHUVAH | |||||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL FUND | $2,500 | ||||
| BHC FOUNDATION | |||||||||||
| 2050 LARKIN AVE 101 | ELGIN | IL | 60123 | NONE | PC | GENERAL FUND | $500 | ||||
| BRIDGES OUTREACH | |||||||||||
| 120 MORRIS AVE | SUMMIT | NJ | 07902 | NONE | PC | GENERAL FUND | $250 | ||||
| BRIGHT STAR COMMUNITY OUTREACH | |||||||||||
| 4518 S COTTAGE GROVE | CHICAGO | IL | 60653 | NONE | PC | GENERAL FUND | $1,000 | ||||
| CAMERA | |||||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PC | GENERAL FUND | $3,000 | ||||
| CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY | |||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL FUND | $50,000 | ||||
| CENTRAL FUND OF ISRAEL | |||||||||||
| 980 AVE OF AMERICAS STE 3RD FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL FUND | $12,500 | ||||
| CHICAGO CHESED FUND | |||||||||||
| 7045 N RIDGEWAY | LINCOLNWOOD | IL | 60712 | NONE | PC | GENERAL FUND | $1,000 | ||||
| CHILDREN'S BURN FOUNDATION | |||||||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | NONE | PC | GENERAL FUND | $250 | ||||
| CHRISTIANS UNITED FOR ISRAEL | |||||||||||
| PO BOX 1307 | SAN ANTONIO | TX | 78295 | NONE | PC | GENERAL FUND | $400 | ||||
| COMMUNITY FOUNDATION OF EASTERN CONNECTICUT | |||||||||||
| 68 FEDERAL ST | NEW LONDON | CT | 06320 | NONE | PC | GENERAL FUND | $250 | ||||
| CONFERENCE OF PRESIDENTS OF MAJOR AMERICAN JEWISH ORGANIZATIONS FUND | |||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $5,000 | ||||
| CREATIVE COMMUNITY FOR PEACE | |||||||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL FUND | $10,000 | ||||
| CREATIVE VISIONS FOUNDATION | |||||||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | NONE | PC | GENERAL FUND | $2,500 | ||||
| DAVID HOROWITZ FREEDOM CENTER | |||||||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | NONE | PC | GENERAL FUND | $10,000 | ||||
| EL MEDIO INC | |||||||||||
| 600 BRICKELL AVE | MIAMI | FL | 33131 | NONE | PC | GENERAL FUND | $15,000 | ||||
| FIRST SONS OF ISRAEL - ST AUGUSTINE FL | |||||||||||
| 161 CORDOVA ST | ST AUGUSTINE | FL | 32084 | NONE | PC | GENERAL FUND | $1,000 | ||||
| FRIENDS OF ELNET | |||||||||||
| 5215 OLD ORCHARD ROAD STE 880 | SKOKIE | IL | 60077 | NONE | PC | GENERAL FUND | $75,000 | ||||
| FRIENDS OF IDF | |||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | GENERAL FUND | $60,000 | ||||
| FRIENDS OF THE JEWISH CHAPEL | |||||||||||
| 326 FIRST STREET SUITE 22 | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL FUND | $250 | ||||
| FUENTE LATINA | |||||||||||
| 1125 NE 125 ST STE 300-3 NORTH | MIAMI | FL | 33161 | NONE | PC | GENERAL FUND | $2,500 | ||||
| HADASSAH | |||||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL FUND | $1,000 | ||||
| HARMONY PROJECT | |||||||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL FUND | $10,000 | ||||
| HEBREW UNION COLLEGE | |||||||||||
| NONE | PC | GENERAL FUND | $50,000 | KING DAVID 13 | JERUSALEM | 9410125 | IS | ||||
| HFS CHICAGO SCHOLARS | |||||||||||
| 1074 W TAYLOR STREET RM/STE 201 | CHICAGO | IL | 60607 | NONE | PC | GENERAL FUND | $1,000 | ||||
| HUDSON INSTITUTE | |||||||||||
| 1201 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PC | GENERAL FUND | $10,000 | ||||
| ILLINOIS HOLOCAUST MUSEUM | |||||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 600771025 | NONE | PC | GENERAL FUND | $6,000 | ||||
| ISRA AID | |||||||||||
| NONE | PC | GENERAL FUND | $2,500 | SHAUL HAMELECH 8 | TEL AVIV | IS | |||||
| ISRAEL INSTITUTE OF STRATEGIC STUDIES | |||||||||||
| 2121 K STREET NW SUITE 801 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL FUND | $1,500 | ||||
| ISRAEL TENNIS CENTERS FOUNDATION | |||||||||||
| 57 WEST 38TH STREET NO 605 | NEW YORK | NY | 10018 | NONE | PC | GENERAL FUND | $3,600 | ||||
| ISRAELI AMERICAN COUNCIL | |||||||||||
| 303 1320 CENTRE ST 301 | NEWTON | MA | 02459 | NONE | PC | GENERAL FUND | $1,000 | ||||
| JEWISH BOOK COUNCIL | |||||||||||
| 520 8TH AVE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL FUND | $5,000 | ||||
| JEWISH CHILD AND FAMILY SERVICES | |||||||||||
| 216 W JACKSON BLVD 800 | CHICAGO | IL | 60606 | NONE | PC | GENERAL FUND | $250 | ||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 WEST 30TH ST STE 900 | NEW YORK | NY | 10001 | NONE | PC | GENERAL FUND | $720 | ||||
| JEWISH UNITED FUND | |||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL FUND | $1,250 | ||||
| JEWISH VOCATIONAL SERVICES | |||||||||||
| 135 N ARLINGTON HEIGHTS RD 104 | BUFFALO GROVE | IL | 60089 | NONE | PC | GENERAL FUND | $250 | ||||
| JEWISH WORLD WATCH | |||||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | GENERAL FUND | $10,000 | ||||
| JEWS UNITED FOR DEMOCRACY & JUSTICE | |||||||||||
| 4659 BALBOA AVENUE | ENCINO | CA | 91316 | NONE | PC | GENERAL FUND | $1,000 | ||||
| KESHET | |||||||||||
| 600 ACADEMY DR 130 | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL FUND | $2,680 | ||||
| LA JEWISH FILM FESTIVAL | |||||||||||
| 3250 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL FUND | $1,500 | ||||
| LAKE SHORE DRIVE SYNAGOGUE | |||||||||||
| 70 E ELM ST | CHICAGO | IL | 60611 | NONE | PC | GENERAL FUND | $250 | ||||
| LOUIS BRANDEIS CENTER- HUMAN RIGHTS | |||||||||||
| 1717 PENNSYLVANIA AVE NW STE 1025 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL FUND | $10,000 | ||||
| LUPUS SOCIETY OF IL | |||||||||||
| 411 S WELLS ST 710 | CHICAGO | IL | 60607 | NONE | PC | GENERAL FUND | $250 | ||||
| MAGIVIM ORG | |||||||||||
| 1550 SOUTH BEVERLY DRIVE SUITE 2 | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL FUND | $1,000 | ||||
| MAOT CHITIM | |||||||||||
| 3710 COMMERCIAL AVE 7 | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL FUND | $500 | ||||
| MERONA CAMPUS LEADERSHIP FOUNDATION | |||||||||||
| 16027 VENTURA BLVD | ENCINO | CA | 914362728 | NONE | PC | GENERAL FUND | $12,500 | ||||
| MIDDLE EAST FORUM | |||||||||||
| 1920 CHESTNUT ST | PHILADELPHIA | PA | 191034634 | NONE | PC | GENERAL FUND | $5,000 | ||||
| NGO MONITOR | |||||||||||
| NONE | PC | GENERAL FUND | $7,000 | 10 YAD HARUTZIM ST | JERUSALEM | 9342148 | IS | ||||
| NORTH SUBURBAN SYNAGOGUE | |||||||||||
| 1175 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL FUND | $100 | ||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $27,500 | ||||
| PROCLAIMING JUSTICE TO THE NATIONS INC | |||||||||||
| PO BOX 682711 | FRANKLIN | TN | 370682711 | NONE | PC | GENERAL FUND | $30,000 | ||||
| RAND CORP | |||||||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 904013208 | NONE | PC | GENERAL FUND | $7,500 | ||||
| RAVINIA FESTIVAL | |||||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL FUND | $4,000 | ||||
| SHALVA | |||||||||||
| PO BOX 46375 | CHICAGO | IL | 60646 | NONE | PC | GENERAL FUND | $500 | ||||
| SIMON WIESENTHAL CENTER | |||||||||||
| 1399 ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL FUND | $2,550 | ||||
| SINAI TEMPLE | |||||||||||
| 15 W DELAWARE PL | CHICAGO | IL | 60610 | NONE | PC | GENERAL FUND | $10,000 | ||||
| SISTER ROSE THERING FUND | |||||||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | GENERAL FUND | $5,000 | ||||
| SOLOMON SCHECHTER DAY SCHOOL | |||||||||||
| 3210 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL FUND | $750 | ||||
| SPERTUS INSTITUTE | |||||||||||
| 610 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL FUND | $500 | ||||
| ST JUDE DREAM | |||||||||||
| 201 E RANDOLPH ST | CHICAGO | IL | 60602 | NONE | PC | GENERAL FUND | $1,000 | ||||
| STAND STRONG USA INC | |||||||||||
| 692 SOUTH MILITARY TRAIL STE B | DEERFIELD BEACH | FL | 33442 | NONE | PC | GENERAL FUND | $25,000 | ||||
| STAND WITH US | |||||||||||
| PO BOX 340169 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL FUND | $100,000 | ||||
| SUSAN G KOMEN BREAST CANCER FDN | |||||||||||
| 5005 LBJ FREEWAY STE 526 | DALLAS | TX | 75244 | NONE | PC | GENERAL FUND | $250 | ||||
| THE ALGEMEINER | |||||||||||
| 20 E 51ST STREET 185 | NEW YORK | NY | 10022 | NONE | PC | GENERAL FUND | $250 | ||||
| THE ARTHRITIS FOUNDATION | |||||||||||
| 1355 PEACHTREE ST NE SUITE 600 | ATLANTA | GA | 30309 | NONE | PC | GENERAL FUND | $1,250 | ||||
| THE BROAD STAGE | |||||||||||
| 1310 11TH ST | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL FUND | $1,500 | ||||
| THE CENTER FOR PEACE COMMUNICATION | |||||||||||
| 1623 FLATBUSH AVE NO 200 | BROOKLYN | NY | 11210 | NONE | PC | GENERAL FUND | $25,000 | ||||
| THE CHICAGO CENTER FOR TORAH | |||||||||||
| 6557 N LINCOLN AVE | LINCOLNWOOD | IL | 60712 | NONE | PC | GENERAL FUND | $1,000 | ||||
| THE CHICAGO LIGHTHOUSE | |||||||||||
| 1850 WEST ROOSEVELT ROAD | CHICAGO | IL | 60608 | NONE | PC | GENERAL FUND | $2,500 | ||||
| THE GOOD PEOPLE FUND | |||||||||||
| 384 WYOMING AVENUE | MILLBURN | NJ | 07041 | NONE | PC | GENERAL FUND | $1,000 | ||||
| THE JEWISH MUSEUM | |||||||||||
| 1109 5TH AVE E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL FUND | $125 | ||||
| THE JEWISH THEOLOGICAL SEMINARY | |||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL FUND | $1,500 | ||||
| THE LAWFARE PROJECT | |||||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $15,000 | ||||
| THE RICK HERREMA FOUNDATION | |||||||||||
| 5572 SHENANDOAH DRIVE | FAYETTEVILLE | NC | 28304 | NONE | PC | GENERAL FUND | $1,000 | ||||
| TORAH UMESORAH | |||||||||||
| 8150 MCCORMICK BLVD | SKOKIE | IL | 60076 | NONE | PC | GENERAL FUND | $5,000 | ||||
| UN WATCH | |||||||||||
| NONE | PC | GENERAL FUND | $5,000 | CASE POSTALE 191 | GENEVA | 1010 | SZ | ||||
| UNIVERSITY OF TOLEDO FOUNDATION | |||||||||||
| 2801 W BANCROFT ST | TOLEDO | OH | 43606 | NONE | PC | GENERAL FUND | $15,000 | ||||
| WESTERN STATES CENTER | |||||||||||
| PO BOX 40305 | PORTLAND | OR | 97240 | NONE | PC | GENERAL FUND | $5,000 | ||||
| WORLD UNION FOR PROGRESSIVE JUDAISM | |||||||||||
| 633 THIRD AVENUE 7TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $732,425 | 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 | $291 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $203,445 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $330,500 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - BAXTER STREET FUND | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $534,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $534,216 | 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 | ANDREW HOCHBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SOUTH DEERE PARK | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,392 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 60 SHARES VANGUARD INFORMATION TECHNOLOGY ETF | NoncashPropertyDesc |
| Fair Market Value | $20,392 | FairMarketValueAmt |
| Received | 2021-12-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,330 | Amt |
| Net Investment Income | $5,665 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,665 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - 7053 | StockNm |
| EOY Book Value | $5,739,740 | EOYBookValueAmt |
| EOYFMV | $7,525,075 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN BAXTER STREET FUND | AT COST | $696,636 | $696,636 |
| INVESTMENT IN SAVILE ROW FINANCIALS HEDGED | AT COST | $85,437 | $85,437 |
| INVESTMENT IN SAVILE ROW HEALTHCARE HEDGED | AT COST | $11,354 | $11,354 |
| INVESTMENT IN SAVILE ROW CONVERTIBLE BOND | AT COST | $245,000 | $245,000 |
| INVESTMENT IN SAVILE ROW TAX ADVANTAGED ABSOLUTE | AT COST | $245,000 | $245,000 |
| INVESTMENT IN SAVILE ROW MACRO FUND C 2021-1 LP | AT COST | $245,000 | $245,000 |
| INVESTMENT IN EUSF, LLC - DIVERSIFIED TREND PLUS | AT COST | $245,000 | $245,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUILT IN GAIN - SECURITIES | Desc |
| Amt | $14,061 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $53 | $53 | $0 | $0 |
| FIDELITY FEES | $21,179 | $21,179 | $0 | $0 |
| FILING FEES | $15 | $0 | $0 | $15 |
| THROUGH BAXTER STREET FUND | $8,379 | $8,379 | $0 | $0 |
| THROUGH SAVILE ROW FINANCIALS HEDGED | $199 | $199 | $0 | $0 |
| THROUGH SAVILE ROW HEALTHCARE HEDGED | $221 | $221 | $0 | $0 |
| THROUGH SAVILE ROW MANAGED FUTURES T | $1,222 | $1,222 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - BAXTER STREET FUND | Desc |
| Revenue And Expenses Per Books | -$20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LARRY HOCHBERG | |||
| 180 EAST PEARSON APT 2016 | CHICAGO | IL | 60611 |
| ANDREW HOCHBERG | |||
| 77 SOUTH DEERE PARK | HIGHLAND PARK | IL | 60035 |
| JOHN LOWENSTEIN | |||
| 9056 KARLOV | SKOKIE | IL | 60076 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,200 | $1,200 | $0 | $0 |
| FEDERAL TAXES | $6,690 | $0 | $0 | $0 |