SCHIFF FOUNDATION INCORPORATED: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SCHIFF FOUNDATION INCORPORATED (EIN 36-3485274)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-27
IRS object ID
202213009349100611
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-27T09:43:14-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364238777PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEVEN SPECTOR LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 S Wacker Drive Suite 2325AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363485274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCHIFF FOUNDATION INCORPORATEDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHIBusinessNameControlTxt
Phone3123579400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 SOUTH WACKERAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606064103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN D SPECTORPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3123579400PhoneNum
Signature2022-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastSPECTORPersonLastNm
FieldValueIRS element (for citing)
SSN000000000SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven D SpectorPreparerPersonNm
PTINP00963651PTIN
Phone3123579400PhoneNum
Preparation2022-10-27PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,701,874FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$24,200InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,200InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$253,015DividendsRevAndExpnssAmt
Dividends Net Invst Incm$253,015DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$287,751NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$499,648GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$287,751CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$118OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$38OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$665,084TotalRevAndExpnssAmt
Total Net Invst Incm$565,004TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$19,425AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$19,425AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$80,279OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$80,279OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$10,282TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,282TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$349OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$349OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$110,335TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$82,561TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,774TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$650,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$650,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$760,335TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$82,561TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$669,774TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$95,251ExcessRevenueOverExpensesAmt
Net Investment Income$482,443NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,578CashBOYAmt
Cash EOY$163,804CashEOYAmt
Cash EOYFMV$163,804CashEOYFMVAmt
Sav And Temp Cash Invst BOY$226,922SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$116,890SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$116,890SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$16,347AcctRcvblAmt
Acct Rcvbl BOY$12,502AcctRcvblBOYAmt
Acct Rcvbl EOY$16,347AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$16,347AcctRcvblEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$4,164,845CorporateStockBOYAmt
Corporate Stock EOY$4,252,698CorporateStockEOYAmt
Corporate Stock EOYFMV$10,741,368CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,040,859CorporateBondsBOYAmt
Corporate Bonds EOY$1,841,716CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,899,024CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$611,941OtherInvestmentsBOYAmt
Other Investments EOY$611,941OtherInvestmentsEOYAmt
Other Investments EOYFMV$764,441OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$7,098,647TotalAssetsBOYAmt
Total Assets EOY$7,003,396TotalAssetsEOYAmt
Total Assets EOYFMV$13,701,874TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$7,098,647RetainedEarningBOYAmt
Retained Earning EOY$7,003,396RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,098,647TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,003,396TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,098,647TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,003,396TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,098,647TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$95,251ExcessRevenueOverExpensesAmt
Subtotal$7,003,396SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,003,396TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVarious, see attached supportPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2016-02-01AcquiredDt
Sold2021-11-02SoldDt
Gross Sales Price$499,648GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$211,897CostOrOtherBasisAmt
Gain Or Loss$287,751GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$287,751GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$287,751CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,706InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,706SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,706TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,761EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$7,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$11,761TotalPaymentsAndCreditsAmt
Original Return Overpayment-$11,761OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Overpayment$5,029OverpaymentAmt
Applied To ES Tax$5,029AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEVEN SPECTOR LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123579400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 S WACKER 2325AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606064103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGOT LEVIN
150 S Wacker Dr 2325ChicagoIL60606PRESIDENT/DIRECTOR2.00$0$0$0
LESLIE ANN SCHIFF
150 S Wacker Dr 2325ChicagoIL60606SECRETARY/DIRECTOR1.00$0$0$0
DAVID SCHIFF
150 S Wacker Dr 2325ChicagoIL60606VICE PRESIDENT/DIRECTOR1.00$0$0$0
STEVEN SPECTOR
150 S WACKER DRIVE 2325CHICAGOIL60606TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUST COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH LASALLE STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60675ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESMENT MANAGEMENTServiceTypeTxt
Compensation$80,279CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k80279ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,728,537AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$469,710AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,773FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,200,020TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$13,200,020AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$198,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,002,020NetVlNoncharitableAssetsAmt
Minimum Investment Return$650,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$650,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,706TaxBasedOnInvestmentIncomeAmt
Total Tax$6,706TotalTaxAmt
Distributable Before Adj$643,395DistributableBeforeAdjAmt
Distributable Before Ded$643,395DistributableBeforeDedAmt
Distributable As Adjusted$643,395DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$669,774ExpensesAndContributionsAmt
Qualifying Distributions$669,774QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$643,395DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,067ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,067TotalExcessDistributionCyovAmt
Qualifying Distributions$669,774QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$669,774RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$643,395ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$643,395ExcessDistributionCyovAppCYAmt
Total Corpus$41,446TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$41,446ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$41,446ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVOF VIRGINIA HEALTH FOUNDATION
PO Box 800773CHARLOTTESVILLEVA229080773501 (C) 3RESTRICTED GIFTTO FUNDSCHOOL OF MEDICINE$25,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVECHICAGOIL60603501 (C) 3GENERAL SUPPORT$100,000
MAZON A JEWISH RESPONSE TO HUNGER
1101 14TH STREET NW SUITE 930WASHINGTONDC20005501 (C) 3GENERAL SUPPORT$50,000
MERCY HOUSING LAKE FRONT
120 S LASALLE STREET SUITE 1850CHICAGOIL60603501 (C) 3RESOURCE DEVELOPMENT$75,000
Planned Parenthood Federation of America
123 William StreetNew YorkNY10038501 (C) 3GENERAL SUPPORT$125,000
Organization for Autism Research
2000 N 14-th Street Suite 240ArlingtonVA22201501 (C) 3GENERAL SUPPORT$0
American Parkinson's Disease Association
135 Parkinson AveStaten IslandNY10305501 (C) 3GENERAL SUPPORT$50,000
Rush University Medical Center
1725 W Harrison Str Ste 755ChicagoIL60612501 (C) 3GENERAL SUPPORT$0
IMMIGRANT LAW CENTER OF MN
450 N SYNDICATE STR STE 200ST PUALMN55104501 (C) 3GENERAL SUPPORT$100,000
THE ADVOCATES FOR HUMAN RIGHTS
330 2ND AVE SOUTH STE 800MINNEAPOLISMN55401501 (C) 3GENERAL SUPPORT$50,000
Blue Ridge Intl Ophtalmology DBA IRIS
626 BERKMAR CIRCLECHARLOTTESVILLEVA22901501 (C) 3GENERAL SUPPORT$25,000
PARTNERS IN HEALTH
800 BOYLSTON STREET SUITE 300BOSTONMA021998190501 (C) 3GENERAL SUPPORT$25,000
SOUTHERN ENVIRONMENTAL LAW CENTER
201 W MAIN STR STE 14CHARLOTTESVILLEVA22902501 (C) 3GENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$650,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$24,200UnrelatedBusinessTaxblIncmAmt
Exclusion3ExclusionCd
Exclusion$0ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$253,015UnrelatedBusinessTaxblIncmAmt
Exclusion3ExclusionCd
Exclusion$0ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$287,751UnrelatedBusinessTaxblIncmAmt
Exclusion3ExclusionCd
Exclusion$287,751ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$564,966UnrelatedBusinessTaxblIncmAmt
Exclusion$287,751ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$852,717TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4 ANDLineNumberTxt
Relationship StatementINCOME PROVIDES ADDITIONAL FUNDS FOR EXEMPT PURPOSES.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HAROLD SCHIFF TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1150 S WACKER DRIVE SUITE 2325AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetLT Gain Acct -9499AssetDesc
How AcquiredDonatedHowAcquiredTxt
Sold2021-12SoldDt
Gross Sales Price$499,648GrossSalesPriceAmt
Basis$211,897BasisAmt
Total Net$287,751TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondACCOUNT 23-09499 FIXED INCOME SECURITIESBondNm
EOY Book Value$1,841,716EOYBookValueAmt
EOYFMV$1,899,024EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockACCOUNT 23-09499 EQUITY SECURITIESStockNm
EOY Book Value$4,252,698EOYBookValueAmt
EOYFMV$10,741,368EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACCOUNT 23-09499 COMMODITIES$421,590$495,323
ACCOUNT 23-09499 REAL ESTATE$190,351$269,118

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$125$125
Misc. adjustment$224$224

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Miscellaneous$80
Other Income$38$38

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmt
INV. ACC. 23-09499 MGMT FEES$32,631
INV. ACC. 23-09499 AGENCY FEES$47,648
INV. ACC. 23-09499 MISC. EXPENSE$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX WITHHELD ACC. 23-09499$2,282$2,282
EXCISE TAX ON INV INC$8,000

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