FRANKEL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FOUNDATION (EIN 36-6765844)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2022-12-16
- IRS object ID
- 202203509349100505
- Schema version
- 2021v4.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-16T13:00:09-06:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366765844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL JULIUS N FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 3124615154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95672 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606945672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HECTOR AHUMADA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3124615154 | PhoneNum |
| Signature | 2022-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2022-12-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $79,085,144 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,951,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,951,391 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,576,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,395,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,576,349 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $35,463 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,693 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,563,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,530,433 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $727,712 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $363,856 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $363,856 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,732 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $782,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $371,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $363,871 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,580,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,580,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,362,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $371,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,943,871 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $200,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,158,845 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $339,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $255,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $255,905 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $53,054,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,287,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,060,279 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,689,672 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,734,739 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,768,960 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $69,083,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,278,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,085,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $69,083,629 | CapitalStockBOYAmt |
| Capital Stock EOY | $69,278,536 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,083,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,278,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,083,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,278,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,083,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $200,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $69,284,315 | SubtotalAmt |
| Other Decreases | $5,779 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,278,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (122 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 200000. EMERSON ELECTRIC CO 2.625% 01/12/2021 | 2018-02-02 | 2021-11-01 | $200,000 | $199,548 | $452 | $452 | |
| 200000. VERIZON COMMUNICATIONS 4.15% 15 MAR 2024 | 2017-06-22 | 2021-11-12 | $215,548 | $200,000 | $15,548 | $15,548 | |
| 100000. CITIGROUP INC 4.5% 14 JAN 2022 | 2012-02-21 | 2022-01-14 | $100,000 | $101,740 | -$1,740 | -$1,740 | |
| 719. ALLSTATE CORP | 2019-12-03 | 2022-02-15 | $89,678 | $78,635 | $11,043 | $11,043 | |
| 100. ALPHABET INC-CL C | 2021-04-22 | 2022-02-15 | $273,659 | $229,533 | $44,126 | $44,126 | |
| 43. AMAZON COM INC COMMON STOCK | 2021-04-22 | 2022-02-15 | $134,537 | $144,391 | -$9,854 | -$9,854 | |
| 896. APPLE COMPUTER INC COMMON STOCK | 2020-03-19 | 2022-02-15 | $153,217 | $55,684 | $97,533 | $97,533 | |
| 188. BAXTER INTERNATIONAL INC | 2019-09-20 | 2022-02-15 | $16,164 | $16,586 | -$422 | -$422 | |
| 329. BROADCOM INC | 2021-03-24 | 2022-02-15 | $195,236 | $152,131 | $43,105 | $43,105 | |
| 421. CARLISLE COS INC COMMON STOCK | 2021-02-18 | 2022-02-15 | $99,088 | $62,849 | $36,239 | $36,239 | |
| 1964. CITIGROUP INC | 2021-04-22 | 2022-02-15 | $131,176 | $138,408 | -$7,232 | -$7,232 | |
| 995. DOLLAR TREE INC | 2021-01-26 | 2022-02-15 | $137,724 | $105,392 | $32,332 | $32,332 | |
| 262. FORTINET INC | 2018-01-05 | 2022-02-15 | $83,284 | $11,585 | $71,699 | $71,699 | |
| 202. JOHNSON & JOHNSON COMMON STOCK | 2021-04-22 | 2022-02-15 | $33,791 | $33,485 | $306 | $306 | |
| 355. MICROSOFT CORP | 2019-10-30 | 2022-02-15 | $106,064 | $50,745 | $55,319 | $55,319 | |
| 1041. MORGAN STANLEY GROUP INC DEAN | 2021-06-17 | 2022-02-15 | $107,350 | $91,196 | $16,154 | $16,154 | |
| 236. NVIDIA CORP COMMON STOCK | 2021-08-19 | 2022-02-15 | $60,825 | $47,127 | $13,698 | $13,698 | |
| 71. PIONEER NATURAL RESOURCES CO COMMON STOCK | 2021-01-26 | 2022-02-15 | $15,304 | $8,815 | $6,489 | $6,489 | |
| 4075. REGIONS FINANCIAL CORP | 2021-08-19 | 2022-02-15 | $101,511 | $80,336 | $21,175 | $21,175 | |
| 125. UNITEDHEALTH GROUP INC COMMON STOCK | 2021-06-17 | 2022-02-15 | $59,758 | $49,506 | $10,252 | $10,252 | |
| 87. VERTEX PHARMACEUTICALS INC COMMON STOCK | 2021-01-26 | 2022-02-15 | $20,220 | $20,655 | -$435 | -$435 | |
| 721. VISA INC-CLASS A SHARES | 2021-08-19 | 2022-02-15 | $163,151 | $167,124 | -$3,973 | -$3,973 | |
| 100000. TOTALENERGIES CAP INTL 2.875% 17 FEB 2022 | 2012-02-17 | 2022-02-17 | $100,000 | $100,138 | -$138 | -$138 | |
| 200000. FEDERAL FARM CREDIT BANK 2.75% 25 APR 2022 | 2018-04-30 | 2022-04-25 | $200,000 | $199,576 | $424 | $424 | |
| 125000. ABB FINANCE USA INC 2.875% 08 MAY 2022 | 2015-12-15 | 2022-05-09 | $125,000 | $123,750 | $1,250 | $1,250 | |
| 100000. DUKE ENERGY PROGRESS LLC 2.8% 15 MAY 2022 | 2013-07-17 | 2022-05-16 | $100,000 | $97,934 | $2,066 | $2,066 | |
| 67. ADOBE SYSTEMS INC COMMON STOCK | 2022-02-15 | 2022-06-29 | $24,634 | $32,015 | -$7,381 | -$7,381 | |
| 1637. ADOBE SYSTEMS INC COMMON STOCK | 2021-01-27 | 2022-06-29 | $601,888 | $709,042 | -$107,154 | -$107,154 | |
| 2126. META PLATFORMS INC-CLASS A | 2022-02-15 | 2022-06-29 | $346,054 | $464,822 | -$118,768 | -$118,768 | |
| 2792. NVIDIA CORP COMMON STOCK | 2021-08-19 | 2022-06-29 | $428,915 | $557,542 | -$128,627 | -$128,627 | |
| 2577. ROCKWELL INTERNATIONAL CORP NEW COMMON STOCK | 2022-02-15 | 2022-06-29 | $503,470 | $794,376 | -$290,906 | -$290,906 | |
| 100000. AETNA INC 2.75% 15 NOV 2022 | 2015-01-15 | 2022-08-15 | $100,000 | $100,000 | |||
| 100000. VIRGINIA ELEC & POWER 3.45% 01 SEP 2022 | 2015-07-23 | 2022-09-01 | $100,000 | $100,000 | |||
| 1165. AMAZON COM INC COMMON STOCK | 2021-04-22 | 2022-09-07 | $150,726 | $195,600 | -$44,874 | -$44,874 | |
| 93. AMERICAN TOWER CORP | 2022-02-15 | 2022-09-07 | $24,023 | $21,808 | $2,215 | $2,215 | |
| 3912. AMERICAN TOWER CORP | 2021-07-22 | 2022-09-07 | $1,010,515 | $1,026,665 | -$16,150 | -$16,150 | |
| 56. AUTOZONE INC COMMON STOCK | 2021-03-24 | 2022-09-07 | $122,541 | $76,325 | $46,216 | $46,216 | |
| 3194. C M S ENERGY CORP | 2021-09-17 | 2022-09-07 | $221,856 | $199,280 | $22,576 | $22,576 | |
| 7846. CARLISLE COS INC COMMON STOCK | 2021-02-18 | 2022-09-07 | $2,374,378 | $1,081,618 | $1,292,760 | $1,292,760 | |
| 2721. CITIGROUP INC | 2021-09-17 | 2022-09-07 | $132,265 | $190,440 | -$58,175 | -$58,175 | |
| 4964. CITIGROUP INC | 2021-04-22 | 2022-09-07 | $241,296 | $349,825 | -$108,529 | -$108,529 | |
| 2193. DOLLAR TREE INC | 2021-01-26 | 2022-09-07 | $313,366 | $232,286 | $81,080 | $81,080 | |
| 87. HUNT J B TRANS SERVICES INC COMMON STOCK | 2022-02-15 | 2022-09-07 | $14,859 | $16,964 | -$2,105 | -$2,105 | |
| 7745. HUNT J B TRANS SERVICES INC COMMON STOCK | 2021-04-22 | 2022-09-07 | $1,322,830 | $1,078,660 | $244,170 | $244,170 | |
| 559. LOWES COS INC - UN | 2016-09-23 | 2022-09-07 | $112,499 | $39,211 | $73,288 | $73,288 | |
| 826. MICROSOFT CORP | 2018-12-20 | 2022-09-07 | $213,446 | $83,595 | $129,851 | $129,851 | |
| 11821. MORGAN STANLEY GROUP INC DEAN | 2021-06-17 | 2022-09-07 | $1,028,062 | $841,324 | $186,738 | $186,738 | |
| 8040. NEWMONT MINING CORPORATION COMMON STOCK | 2021-02-18 | 2022-09-07 | $340,992 | $465,092 | -$124,100 | -$124,100 | |
| 1459. PAYPAL HOLDINGS INC | 2022-02-15 | 2022-09-07 | $138,575 | $167,125 | -$28,550 | -$28,550 | |
| 2640. PAYPAL HOLDINGS INC | 2020-09-17 | 2022-09-07 | $250,745 | $462,776 | -$212,031 | -$212,031 | |
| 812. PROCTER AND GAMBLE COMPANY | 2019-10-30 | 2022-09-07 | $111,398 | $101,382 | $10,016 | $10,016 | |
| 4290. REGAL BELOIT CORP COMMON STOCK | 2019-01-25 | 2022-09-07 | $606,337 | $326,542 | $279,795 | $279,795 | |
| 1652. TEXAS INSTRUMENTS INC COMMON STOCK | 2022-02-15 | 2022-09-07 | $276,313 | $316,856 | -$40,543 | -$40,543 | |
| 4078. TEXAS INSTRUMENTS INC COMMON STOCK | 2020-06-18 | 2022-09-07 | $682,085 | $513,269 | $168,816 | $168,816 | |
| 19900. WESTROCK CO | 2021-02-18 | 2022-09-07 | $802,666 | $868,032 | -$65,366 | -$65,366 | |
| 215. LINDE PLC | 2022-02-15 | 2022-09-07 | $61,288 | $64,486 | -$3,198 | -$3,198 | |
| 1110. LINDE PLC | 2021-01-27 | 2022-09-07 | $316,415 | $276,270 | $40,145 | $40,145 | |
| 100000. GLAXOSMITHKLINE CAP INC 2.8% 18 MAR 2023 | 2017-03-09 | 2022-09-15 | $100,000 | $99,246 | $754 | $754 | |
| 200000. AFLAC INC 3.625% 15 NOV 2024 | 2015-12-10 | 2022-09-30 | $200,000 | $200,030 | -$30 | -$30 | |
| 200000. AFLAC INC 3.625% 15 NOV 2024 | 2022-09-30 | ||||||
| 200000. AFLAC INC 3.625% 15 NOV 2024 | 2015-12-10 | 2022-09-30 | $200,000 | $200,000 | |||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P | |||||
| CAPITAL GAIN DIVIDENDS | $899,000 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,576,349 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,058 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $47,058 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,750 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARA SCOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124617551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95672 CHICAGO | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606945672 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BMO HARRIS BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95672 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606945672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $727,712 | CompensationAmt |
| 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 |
| 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 | $87,287,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $891,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,179,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,179,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,322,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $86,856,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,342,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,342,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,808 | TotalTaxAmt |
| Distributable Before Adj | $4,285,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,285,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,285,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,943,871 | 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 | $3,943,871 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,285,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,330,513 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,943,871 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,330,513 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $613,358 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,671,680 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FRANKEL FOUNDATION CO BMO HARR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95672 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60694 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3124615154 | RecipientPhoneNum |
| Form And Info And Materials | THE FRANKEL FOUNDATION GIVES GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. CO-TRUSTEES REVIEW WRITTEN GRANT PROPOSALS ON A REGULAR BASIS, AND MEET TO DISCUSS GRANT REQUESTS AT LEAST FIVE TIMES PER YEAR | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS MAY BE SUBMITTED AT ANY TIME IN WRITING TO THE FRANKEL FOUNDATION ADMINISTRATOR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS WHICH BENEFIT MEDICAL RESEARCH, UNDERPRIVILEGED PERSONS, AND CULTURAL APPRECIATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHICAGO OPERA THEATER | ||||||||
| 70 E LAKE STREET STE 540 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| COURT THEATRE | ||||||||
| 5535 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| WTTW CHANNEL 11 | ||||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | PC | GENERAL OPERATING PURPOSES | $100,000 | |
| RAVINIA FESTIVAL | ||||||||
| 400 IRIS LANE | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATING PURPOSES | $175,000 | |
| CHICAGO YOUTH CENTERS | ||||||||
| 104 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| LAWRENCE HALL YOUTH SERVICES | ||||||||
| 4833 N FRANCISCO AVENUE | CHICAGO | IL | 606253698 | NONE | PC | GENERAL OPERATING PURPOSES | $75,000 | |
| METROPOLITAN FAMILY SERVICES | ||||||||
| 14 EAST JACKSON BLVD | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATING PURPOSES | $70,000 | |
| DEBORAH'S PLACE | ||||||||
| 2822 WEST JACKSON | CHICAGO | IL | 60612 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 606112604 | NONE | PC | GENERAL OPERATING PURPOSES | $30,000 | |
| GLENWOOD ACADEMY | ||||||||
| 500 WEST 187TH STREET | GLENWOOD | IL | 60425 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| CHICAGO LIGHTHOUSE | ||||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 606081298 | NONE | PC | GENERAL OPERATING PURPOSES | $45,000 | |
| HUBBARD STREET DANCE CHICAGO | ||||||||
| 1147 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL OPERATING PURPOSES | $350,000 | |
| MUSIC OF THE BAROQUE | ||||||||
| 100 N LASALLE ST STE 1610 | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING PURPOSES | $80,000 | |
| THE GOODMAN THEATER | ||||||||
| 200 S COLUMBUS DRIVE | CHICAGO | IL | 606036402 | NONE | PC | GENERAL OPERATING PURPOSES | $80,000 | |
| CHICAGO ARCHITECTURE FOUNDATION | ||||||||
| 224 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| GRANT PARK MUSIC FESTIVAL | ||||||||
| 205 EAST RANDOLPH DRIVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING PURPOSES | $75,000 | |
| STEPPENWOLF THEATRE COMPANY | ||||||||
| 1650 N HALSTED STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL OPERATING PURPOSES | $90,000 | |
| THE NIGHT MINISTRY | ||||||||
| 4711 NORTH RAVENSWOOD AVE | CHICAGO | IL | 60640 | NONE | PC | GENERAL OPERATING PURPOSES | $60,000 | |
| MERCY HOME FOR BOYS AND GIRLS | ||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| THRESHOLDS | ||||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | GENERAL OPERATING PURPOSES | $70,000 | |
| CHICAGO YOUTH SYMPHONY ORCHESTRA | ||||||||
| 410 S MICHIGAN AVENUE ROOM 833 | CHICAGO | IL | 60605 | NONE | PC | GENERAL OPERATING PURPOSES | $30,000 | |
| SHEDD AQUARIUM | ||||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| LITTLE BROTHERS FRIENDS OF THE | ||||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 606071019 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | ELDERLY |
| HOME | ||||||||
| 1419 W CARROLL AVE 2ND FLOOR | CHICAGO | IL | 60607 | NONE | PC | GENERAL OPERATING PURPOSES | $40,000 | |
| THE FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| INFANT WELFARE SOCIETY OF CHICAGO | ||||||||
| 1931 N HALSTED ST | CHICAGO | IL | 60614 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| NORTHWESTERN MEMORIAL | ||||||||
| 541 N FAIRBANKS CT 800 | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATING PURPOSES | $640,000 | FOUNDATION |
| MUSEUM OF SCIENCE AND INDUSTRY | ||||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | PC | GENERAL OPERATING PURPOSES | $40,000 | |
| CHICAGO HOUSE AND SOCIAL SERVICE | ||||||||
| 1925 N CLYBOURN AVE STE 401 | CHICAGO | IL | 60614 | NONE | PC | GENERAL OPERATING PURPOSES | $100,000 | AGENCY |
| LEARNING ALLY | ||||||||
| 180 N MICHIGAN SUITE 620 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| LA RABIDA CHILDREN'S HOSPITAL | ||||||||
| 6501 S PROMONTORY DR | CHICAGO | IL | 60649 | NONE | PC | GENERAL OPERATING PURPOSES | $100,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE SUITE 1700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING PURPOSES | $150,000 | |
| FRANCISCAN OUTREACH | ||||||||
| 1645 W LEMOYNE ST | CHICAGO | IL | 60622 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| NEWBERRY LIBRARY | ||||||||
| 60 W WALTON ST | CHICAGO | IL | 60610 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| CASA CENTRAL | ||||||||
| 1343 N CALIFORNIA AVE | CHICAGO | IL | 60622 | NONE | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| ANN & ROBERT LURIE CHILDREN'S HOSPITAL | ||||||||
| 225 E CHICAGO AVE 282 | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATING PURPOSES | $150,000 | OF CHICAGO |
| LITTLE SISTERS OF THE POOR | ||||||||
| 2325 N LAKEWOOD AVE | CHICAGO | IL | 60614 | NONE | PC | GENERAL OPERATING PURPOSES | $55,000 | |
| CHICAGO ZOOLOGICAL SOCIETY - BROOKFIELD | ||||||||
| 3300 S GOLF RD | BROOKFIELD | IL | 60513 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | ZOO |
| CHICAGO SHAKESPEARE THEATER | ||||||||
| 800 E GRAND AVE | Chicago | IL | 60611 | NONE | PC | GENERAL OPERATING PURPOSES | $100,000 | |
| BLACK ENSEMBLE THEATER | ||||||||
| 4450 N CLARK ST | CHICAGO | IL | 60640 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| LA CASA NORTE | ||||||||
| 3533 W NORTH AVE | CHICAGO | IL | 60647 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| MARILLAC ST VINCENT FAMILY SERVICES | ||||||||
| PO BOX 14699 | CHICAGO | IL | 14699 | NONE | PC | GENERAL OPERATING PURPOSES | $30,000 | |
| ARTS OF LIFE | ||||||||
| 2010 W CARROLL AVE | CHICAGO | IL | 60612 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| SECOND SENSE | ||||||||
| 65 E WACKER PLACE | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| LAWNDALE CHRISTIAN LEGAL CENTER | ||||||||
| 1530 S HAMLIN AVE | CHICAGO | IL | 60623 | NONE | PC | PROGRAM SUPPORT | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,580,000 | 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 | $1,951,391 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,576,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 14 | $2,693 |
| FEDERAL TAX REFUND | 14 | $32,770 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,563,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,563,203 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $5,779 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $35,463 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,693 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $47,058 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $6,013 | $6,013 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,719 | $1,719 | $0 |
Comments