FRANKEL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FOUNDATION (EIN 36-6765844)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-03-10
- IRS object ID
- 202110699349100411
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-10T11:00:36-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 180 EAST BROAD ST 14TH FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | 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 | 111 WEST MONROE STREET TAX DIV 12W | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HECTOR AHUMADA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3124615154 | PhoneNum |
| Signature | 2021-03-10 | 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 | 2021-03-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $76,297,638 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,439,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,437,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$735,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,040,631 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $704,318 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,437,129 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $616,689 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $308,345 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $308,345 | 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 |
| Accounting Fees Rev And Expnss | $2,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,873 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,873 | 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 | $1,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,973 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $654,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $343,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $311,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,305,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,305,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,959,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $343,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,616,343 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,255,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,093,886 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $618,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $789,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $789,921 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $397,487 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $51,966,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,895,985 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,278,727 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,607,168 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,685,686 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,228,990 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,024,920 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $428 | OtherAssetsBOYAmt |
| Total Assets BOY | $64,615,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,371,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,297,638 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $64,615,427 | CapitalStockBOYAmt |
| Capital Stock EOY | $61,371,592 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,615,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,371,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,615,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,371,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,615,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,255,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,432 | OtherIncreasesAmt |
| Subtotal | $61,371,592 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,371,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (124 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3695. CATERPILLAR INC COMMON STOCK | 2019-04-23 | 2019-12-03 | $517,640 | $523,145 | -$5,505 | -$5,505 | |
| 2205. CHEVRON TEXACO INC COMMON STOCK | 2018-02-20 | 2019-12-03 | $255,429 | $239,944 | $15,485 | $15,485 | |
| 5785. COMCAST CORP-CLASS A | 2013-07-18 | 2019-12-03 | $252,172 | $128,917 | $123,255 | $123,255 | |
| 690. EXELON CORPORATION COMMON STOCK | 2019-10-30 | 2019-12-03 | $30,395 | $32,102 | -$1,707 | -$1,707 | |
| 4985. EXELON CORPORATION COMMON STOCK | 2018-11-20 | 2019-12-03 | $219,593 | $227,453 | -$7,860 | -$7,860 | |
| 3620. INTEL CORPORATION COMMON STOCK | 2018-06-26 | 2019-12-03 | $202,685 | $179,964 | $22,721 | $22,721 | |
| 1255. LAUDER ESTEE COMPANIES INC CLASS A COMMON STOCK | 2019-10-30 | 2019-12-03 | $241,794 | $231,564 | $10,230 | $10,230 | |
| 6115. PFIZER INC COMMON STOCK | 2018-02-23 | 2019-12-03 | $232,253 | $220,578 | $11,675 | $11,675 | |
| 100000. BLACKROCK INC 5% 10 DEC 2019 | 2010-11-08 | 2019-12-10 | $100,000 | $110,762 | -$10,762 | -$10,762 | |
| 75000. NORDSTROM INC 4% 15 OCT 2021 | 2013-07-15 | 2019-12-10 | $76,649 | $79,724 | -$3,075 | -$3,075 | |
| 32985. CABOT OIL & GAS CORPORATION CLASS A COMMON STOCK | 2019-12-03 | 2019-12-11 | $527,512 | $698,092 | -$170,580 | -$170,580 | |
| 1860. KOHLS CORP COMMON STOCK | 2019-06-10 | 2019-12-11 | $88,667 | $92,040 | -$3,373 | -$3,373 | |
| 4140. KOHLS CORP COMMON STOCK | 2018-10-19 | 2019-12-11 | $197,356 | $298,461 | -$101,105 | -$101,105 | |
| 585. NETAPP INC | 2019-06-10 | 2019-12-11 | $35,319 | $36,800 | -$1,481 | -$1,481 | |
| 6850. NETAPP INC | 2018-09-21 | 2019-12-11 | $413,560 | $593,400 | -$179,840 | -$179,840 | |
| 100000. MEDCO HEALTH SOLUTIONS 4.125% 15 SEP 2020 | 2016-08-23 | 2019-12-20 | $101,695 | $101,061 | $634 | $634 | |
| 5965. APPLIED MATERIALS INC COMMON STOCK | 2019-02-26 | 2020-01-17 | $374,013 | $237,198 | $136,815 | $136,815 | |
| 60. AUTOZONE INC COMMON STOCK | 2018-10-19 | 2020-01-17 | $68,887 | $41,666 | $27,221 | $27,221 | |
| 215. AUTOZONE INC COMMON STOCK | 2019-10-30 | 2020-01-17 | $246,844 | $229,257 | $17,587 | $17,587 | |
| 3930. CADENCE DESIGN SYSTEM INC COMMON STOCK | 2019-06-10 | 2020-01-17 | $288,371 | $251,236 | $37,135 | $37,135 | |
| 5145. CADENCE DESIGN SYSTEM INC COMMON STOCK | 2018-11-20 | 2020-01-17 | $377,524 | $221,581 | $155,943 | $155,943 | |
| 7740. CHEVRON TEXACO INC COMMON STOCK | 2017-05-18 | 2020-01-17 | $896,329 | $816,842 | $79,487 | $79,487 | |
| 12760. COMCAST CORP-CLASS A | 2013-07-18 | 2020-01-17 | $604,638 | $284,353 | $320,285 | $320,285 | |
| 9795. EXELON CORPORATION COMMON STOCK | 2018-11-20 | 2020-01-17 | $461,604 | $434,533 | $27,071 | $27,071 | |
| 880. KROGER COMPANY | 2019-06-10 | 2020-01-17 | $24,844 | $21,522 | $3,322 | $3,322 | |
| 8935. KROGER COMPANY | 2018-09-21 | 2020-01-17 | $252,252 | $267,540 | -$15,288 | -$15,288 | |
| 2410. LILLY ELI & COMPANY COMMON STOCK | 2017-09-22 | 2020-01-17 | $338,237 | $200,733 | $137,504 | $137,504 | |
| 180. LILLY ELI & COMPANY COMMON STOCK | 2019-10-30 | 2020-01-17 | $25,263 | $20,339 | $4,924 | $4,924 | |
| 5635. OSHKOSH TRUCK CORPORATION COMMON STOCK CLASS B | 2018-12-20 | 2020-01-17 | $517,231 | $343,506 | $173,725 | $173,725 | |
| 1210. ZEBRA TECHNOLOGIES CORP COMMON STOCK CL A | 2019-01-25 | 2020-01-17 | $304,024 | $213,898 | $90,126 | $90,126 | |
| 3220. CAPITAL ONE FINANCIAL CORP COMMON STOCK | 2018-03-22 | 2020-03-19 | $149,759 | $310,669 | -$160,910 | -$160,910 | |
| 200. CATERPILLAR INC COMMON STOCK | 2019-06-10 | 2020-03-19 | $19,734 | $25,343 | -$5,609 | -$5,609 | |
| 2335. CATERPILLAR INC COMMON STOCK | 2019-01-25 | 2020-03-19 | $230,390 | $317,362 | -$86,972 | -$86,972 | |
| 6805. INTEL CORPORATION COMMON STOCK | 2018-06-26 | 2020-03-19 | $320,719 | $338,302 | -$17,583 | -$17,583 | |
| 6490. MARATHON PETROLEUM CORP COM | 2018-03-22 | 2020-03-19 | $110,198 | $478,334 | -$368,136 | -$368,136 | |
| 9180. NRG ENERGY INC | 2020-01-17 | 2020-03-19 | $218,456 | $351,906 | -$133,450 | -$133,450 | |
| 9755. RAYMOND JAMES FINANCIAL INC COMMON STOCK | 2019-04-23 | 2020-03-19 | $656,764 | $859,133 | -$202,369 | -$202,369 | |
| 2115. REINSURANCE GROUP OF AMERICA | 2019-09-20 | 2020-03-19 | $147,455 | $336,003 | -$188,548 | -$188,548 | |
| 100000. AMGEN INC 3.45% 01 OCT 2020 | 2010-11-03 | 2020-03-23 | $100,905 | $101,186 | -$281 | -$281 | |
| 100000. PHILIP MORRIS INTL INC 4.5% 26 MAR 2020 | 2010-11-02 | 2020-03-26 | $100,000 | $109,695 | -$9,695 | -$9,695 | |
| 5155. CADENCE DESIGN SYSTEM INC COMMON STOCK | 2018-11-20 | 2020-04-22 | $411,385 | $222,011 | $189,374 | $189,374 | |
| 520. CONOCOPHILLIPS | 2019-06-10 | 2020-04-22 | $18,165 | $30,871 | -$12,706 | -$12,706 | |
| 15865. CONOCOPHILLIPS | 2018-07-19 | 2020-04-22 | $554,220 | $900,217 | -$345,997 | -$345,997 | |
| 4325. DOLLAR GENERAL CORP | 2018-11-20 | 2020-04-22 | $782,860 | $434,892 | $347,968 | $347,968 | |
| 5785. HILL-ROM HOLDINGS INC | 2017-02-21 | 2020-04-22 | $643,218 | $375,886 | $267,332 | $267,332 | |
| 320. HILL-ROM HOLDINGS INC | 2019-10-30 | 2020-04-22 | $35,580 | $33,085 | $2,495 | $2,495 | |
| 1310. LILLY ELI & COMPANY COMMON STOCK | 2017-09-22 | 2020-04-22 | $204,440 | $109,112 | $95,328 | $95,328 | |
| 11560. PFIZER INC COMMON STOCK | 2018-03-22 | 2020-04-22 | $419,677 | $416,755 | $2,922 | $2,922 | |
| 390. POST HOLDINGS INC | 2019-06-10 | 2020-04-22 | $35,577 | $41,241 | -$5,664 | -$5,664 | |
| 9170. POST HOLDINGS INC | 2019-03-21 | 2020-04-22 | $836,523 | $995,738 | -$159,215 | -$159,215 | |
| 2430. UNITED RENTALS INC COMMON STOCK | 2019-06-27 | 2020-04-22 | $242,486 | $316,666 | -$74,180 | -$74,180 | |
| 870. WAL-MART STORES INC | 2019-10-30 | 2020-04-22 | $113,847 | $102,603 | $11,244 | $11,244 | |
| 1735. WAL-MART STORES INC | 2017-06-22 | 2020-04-22 | $227,039 | $131,451 | $95,588 | $95,588 | |
| 216133.292 WESTWOOD EMERGING MKTS-INST | 2017-07-25 | 2020-05-21 | $1,681,517 | $1,998,357 | -$316,840 | -$316,840 | |
| 113551.694 ACADIAN EMG MRKTS PORT-Y | 2017-07-25 | 2020-05-21 | $1,911,075 | $2,155,000 | -$243,925 | -$243,925 | |
| 117118.094 OAKMARK INTERNATIONAL-INST | 2018-12-13 | 2020-05-21 | $1,973,440 | $3,114,806 | -$1,141,366 | -$1,141,366 | |
| 635.255 JH III DISC MID CAP VAL-I | 2019-12-13 | 2020-05-21 | $11,187 | $13,912 | -$2,725 | -$2,725 | |
| 40650.065 JH III DISC MID CAP VAL-I | 2018-12-14 | 2020-05-21 | $715,848 | $699,317 | $16,531 | $16,531 | |
| 13714. COMCAST CORP-CLASS A | 2013-07-18 | 2020-05-26 | $543,268 | $305,612 | $237,656 | $237,656 | |
| 11955. DISCOVERY INC - A | 2019-05-22 | 2020-05-26 | $252,783 | $332,110 | -$79,327 | -$79,327 | |
| 780. DISCOVERY INC - A | 2019-10-30 | 2020-05-26 | $16,493 | $21,017 | -$4,524 | -$4,524 | |
| 6200. HOLOGIC INC COMMON STOCK | 2019-12-03 | 2020-05-26 | $322,838 | $315,793 | $7,045 | $7,045 | |
| 15130. NATIONAL INSTRUMENTS CORPORATION COMMON STOCK | 2020-01-17 | 2020-05-26 | $586,399 | $697,166 | -$110,767 | -$110,767 | |
| 15335. NISOURCE INC COMMON STOCK | 2020-03-19 | 2020-05-26 | $360,185 | $364,932 | -$4,747 | -$4,747 | |
| 13295. AT&T INC | 2020-03-19 | 2020-06-18 | $401,351 | $408,800 | -$7,449 | -$7,449 | |
| 10930. BANK AMERICA CORP COMMON STOCK | 2019-03-21 | 2020-06-18 | $274,398 | $310,193 | -$35,795 | -$35,795 | |
| 3930. CURTISS-WRIGHT CORPORATION COMMON STOCK | 2020-04-22 | 2020-06-18 | $366,596 | $361,951 | $4,645 | $4,645 | |
| 5825. MAXIM INTEGRATED PRODUCTS INC COMMON STOCK | 2020-01-17 | 2020-06-18 | $351,764 | $357,339 | -$5,575 | -$5,575 | |
| 550. AKAMAI TECHNOLOGIES INC COMMON STOCK | 2019-09-20 | 2020-06-22 | $55,776 | $49,390 | $6,386 | $6,386 | |
| 270. ALEXION PHARMACEUTICALS INC COM | 2020-01-17 | 2020-06-22 | $32,092 | $30,879 | $1,213 | $1,213 | |
| 390. ALLSTATE CORP | 2019-12-03 | 2020-06-22 | $38,369 | $42,711 | -$4,342 | -$4,342 | |
| 50. AMAZON COM INC COMMON STOCK | 2019-09-20 | 2020-06-22 | $134,359 | $89,768 | $44,591 | $44,591 | |
| 160. AMERICAN EXPRESS COMPANY | 2019-10-30 | 2020-06-22 | $16,023 | $18,847 | -$2,824 | -$2,824 | |
| 830. BAXTER INTERNATIONAL INC | 2019-09-20 | 2020-06-22 | $69,876 | $73,223 | -$3,347 | -$3,347 | |
| 640. CITIGROUP INC | 2016-01-21 | 2020-06-22 | $33,369 | $25,955 | $7,414 | $7,414 | |
| 190. DISCOVER FINANCIAL SERVICES | 2013-07-18 | 2020-06-22 | $10,306 | $9,619 | $687 | $687 | |
| 80. ESSEX PROPERTY TRUST INC COMMON STOCK | 2019-10-30 | 2020-06-22 | $18,773 | $26,062 | -$7,289 | -$7,289 | |
| 320. EXPEDIA GROUP INC | 2019-07-18 | 2020-06-22 | $26,057 | $43,408 | -$17,351 | -$17,351 | |
| 500. FACEBOOK INC-CLASS A | 2019-12-03 | 2020-06-22 | $119,499 | $98,967 | $20,532 | $20,532 | |
| 210. FORTINET INC | 2018-01-05 | 2020-06-22 | $30,000 | $9,285 | $20,715 | $20,715 | |
| 70. GRAINGER W W INC COMMON STOCK | 2019-10-30 | 2020-06-22 | $21,075 | $21,747 | -$672 | -$672 | |
| 20. GRAINGER W W INC COMMON STOCK | 2018-05-17 | 2020-06-22 | $6,021 | $6,161 | -$140 | -$140 | |
| 240. HERSHEY FOODS CORPORATION COMMON STOCK | 2019-10-30 | 2020-06-22 | $31,375 | $35,042 | -$3,667 | -$3,667 | |
| 1070. HOLOGIC INC COMMON STOCK | 2019-09-20 | 2020-06-22 | $58,733 | $53,633 | $5,100 | $5,100 | |
| 320. HUBBELL INC | 2019-12-03 | 2020-06-22 | $39,860 | $46,483 | -$6,623 | -$6,623 | |
| 110. LAUDER ESTEE COMPANIES INC CLASS A COMMON STOCK | 2019-06-27 | 2020-06-22 | $21,209 | $20,195 | $1,014 | $1,014 | |
| 240. LOWES COS INC - UN | 2019-10-30 | 2020-06-22 | $32,076 | $26,576 | $5,500 | $5,500 | |
| 960. LOWES COS INC - UN | 2016-09-23 | 2020-06-22 | $128,304 | $69,983 | $58,321 | $58,321 | |
| 1570. MERCK & CO. INC. | 2019-04-07 | 2020-06-22 | $121,722 | $133,821 | -$12,099 | -$12,099 | |
| 130. MERCK & CO. INC. | 2019-10-30 | 2020-06-22 | $10,079 | $11,207 | -$1,128 | -$1,128 | |
| 1440. MICROSOFT CORP | 2020-06-18 | 2020-06-22 | $284,942 | $280,887 | $4,055 | $4,055 | |
| 320. MORGAN STANLEY GROUP INC DEAN | 2019-02-26 | 2020-06-22 | $15,161 | $13,547 | $1,614 | $1,614 | |
| 280. NIKE INC CLASS B COMMON STOCK | 2019-10-30 | 2020-06-22 | $27,121 | $25,215 | $1,906 | $1,906 | |
| 200. NIKE INC CLASS B COMMON STOCK | 2018-10-19 | 2020-06-22 | $19,372 | $15,011 | $4,361 | $4,361 | |
| 1740. ORACLE CORPORATION COMMON STOCK | 2019-07-18 | 2020-06-22 | $94,816 | $100,794 | -$5,978 | -$5,978 | |
| 260. PROCTER AND GAMBLE COMPANY | 2019-10-30 | 2020-06-22 | $30,878 | $32,462 | -$1,584 | -$1,584 | |
| 160. TAKE-TWO INTERACTIVE SOFTWRE | 2020-01-17 | 2020-06-22 | $22,539 | $20,647 | $1,892 | $1,892 | |
| 310. TARGET CORP COMMON STOCK | 2020-01-17 | 2020-06-22 | $37,057 | $36,125 | $932 | $932 | |
| 330. TEXAS INSTRUMENTS INC COMMON STOCK | 2020-06-18 | 2020-06-22 | $41,205 | $41,535 | -$330 | -$330 | |
| 1110. TRAVELERS COS INC/THE | 2019-10-30 | 2020-06-22 | $128,675 | $144,059 | -$15,384 | -$15,384 | |
| 45745.654 VANGUARD FIXED INCOME SECS FD SHORT TERM CORP FD ADMIRAL SHS | 2017-07-25 | 2020-06-22 | $500,000 | $490,618 | $9,382 | $9,382 | |
| 100. VISA INC-CLASS A SHARES | 2018-11-20 | 2020-06-22 | $19,495 | $13,372 | $6,123 | $6,123 | |
| 480. VISA INC-CLASS A SHARES | 2019-10-30 | 2020-06-22 | $93,576 | $85,777 | $7,799 | $7,799 | |
| 250. WILLIAMS-SONOMA INC | 2020-04-22 | 2020-06-22 | $21,539 | $13,083 | $8,456 | $8,456 | |
| 5395. AGCO CORPORATION COMMON STOCK | 2019-06-10 | 2020-07-16 | $331,702 | $391,228 | -$59,526 | -$59,526 | |
| 3315. AGCO CORPORATION COMMON STOCK | 2019-07-18 | 2020-07-16 | $203,817 | $249,769 | -$45,952 | -$45,952 | |
| 160. ESSEX PROPERTY TRUST INC COMMON STOCK | 2019-10-30 | 2020-07-16 | $35,858 | $52,123 | -$16,265 | -$16,265 | |
| 3115. ESSEX PROPERTY TRUST INC COMMON STOCK | 2017-03-17 | 2020-07-16 | $698,117 | $714,908 | -$16,791 | -$16,791 | |
| 2460. EXPEDIA GROUP INC | 2019-07-18 | 2020-07-16 | $216,038 | $333,701 | -$117,663 | -$117,663 | |
| 2550. EXPEDIA GROUP INC | 2018-12-20 | 2020-07-16 | $223,941 | $291,452 | -$67,511 | -$67,511 | |
| 100000. CHARLES SCHWAB CORP 4.45% 22 JUL 2020 | 2012-02-16 | 2020-07-22 | $100,000 | $110,689 | -$10,689 | -$10,689 | |
| 200000. OCCIDENTAL PETROLEUM COR3.125%15 FEB 2022 | 2013-10-18 | 2020-07-27 | $197,000 | $196,140 | $860 | $860 | |
| 100000. EBAY INC 2.6% 15 JUL 2022 | 2013-01-25 | 2020-09-10 | $103,301 | $99,541 | $3,760 | $3,760 | |
| 16330. BAKER HUGHES CO | 2020-06-22 | 2020-09-17 | $247,167 | $376,426 | -$129,259 | -$129,259 | |
| 7975. DENTSPLY SIRONA INC | 2020-06-22 | 2020-09-17 | $379,270 | $282,528 | $96,742 | $96,742 | |
| 6535. VISA INC-CLASS A SHARES | 2018-11-20 | 2020-09-17 | $1,333,056 | $823,497 | $509,559 | $509,559 | |
| 100000. BP CAP MARKETS AMERICA 4.5% 01 OCT 2020 | 2018-12-17 | 2020-10-01 | $100,000 | $100,000 | |||
| 15705. ORACLE CORPORATION COMMON STOCK | 2019-07-18 | 2020-10-22 | $934,714 | $903,804 | $30,910 | $30,910 | |
| 320. SOUTHWEST AIRLINES COMPANY COMMON STOCK | 2020-06-22 | 2020-10-22 | $13,249 | $10,988 | $2,261 | $2,261 | |
| 16811. SOUTHWEST AIRLINES COMPANY COMMON STOCK | 2018-03-22 | 2020-10-22 | $696,019 | $359,882 | $336,137 | $336,137 | |
| 6735. SYSCO CORPORATION | 2018-04-19 | 2020-10-22 | $433,874 | $413,116 | $20,758 | $20,758 | |
| 3515. SYSCO CORPORATION | 2020-06-22 | 2020-10-22 | $226,439 | $272,027 | -$45,588 | -$45,588 | |
| 7900. TYSON FOODS INC CLASS A COMMON STOCK | 2020-04-22 | 2020-10-22 | $467,058 | $473,317 | -$6,259 | -$6,259 | |
| CAPITAL GAIN DIVIDENDS | $188,614 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$735,311 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,566,361 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $71,634,549 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049785 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,523,977 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $74,499,743 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047302 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,268,253 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $69,776,053 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046839 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,183,523 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $63,145,376 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050416 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,939,624 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $67,196,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043747 | DistributionYr5Rt |
| Total Distribution | 0.238089 | TotalDistributionRt |
| Average Distribution | 0.047618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $72,673,616 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,460,572 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,939 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,471,511 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,616,343 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,939 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,939 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,939 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,446 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $43,446 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,507 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $32,507 | 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 | TED PLIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124617551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST MONROE STREET TAX DIV 12W | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | 111 W MONROE STTAX DIVISION 12W | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $616,689 | 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 | $72,579,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,200,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,780,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,780,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,106,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,673,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,633,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,633,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,939 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,939 | TotalTaxAmt |
| Distributable Before Adj | $3,622,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,622,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,622,742 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,616,343 | 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 | $3,616,343 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,939 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,605,404 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,622,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,847,711 | 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 | $3,616,343 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,847,711 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $768,632 | 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 | $2,854,110 | 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 | 111 W MONROE STREET TAX DIVISION | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 (47 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 | $80,000 | |
| 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 | $30,000 | |
| LAWRENCE HALL YOUTH SERVICES | ||||||||
| 4833 N FRANCISCO AVENUE | CHICAGO | IL | 606253698 | NONE | PC | GENERAL OPERATING PURPOSES | $65,000 | |
| METROPOLITAN FAMILY SERVICES | ||||||||
| 14 EAST JACKSON BLVD | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATING PURPOSES | $60,000 | |
| DEBORAH'S PLACE | ||||||||
| 2822 WEST JACKSON | CHICAGO | IL | 60612 | NONE | PC | GENERAL OPERATING PURPOSES | $40,000 | |
| 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 | $40,000 | |
| CHICAGO LIGHTHOUSE | ||||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 606081298 | NONE | PC | GENERAL OPERATING PURPOSES | $190,000 | |
| HUBBARD STREET DANCE CHICAGO | ||||||||
| 1147 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | GENERAL OPERATING PURPOSES | $40,000 | |
| 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 | $60,000 | |
| 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 | |
| THE JOFFREY BALLET OF CHICAGO | ||||||||
| 70 E LAKE STREET STE 1300 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING PURPOSES | $100,000 | |
| LITTLE BROTHERS FRIENDS OF THE | ||||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 606071019 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | ELDERLY |
| HOME | ||||||||
| 5414B W ROOSEVELT RD | CHICAGO | IL | 60644 | NONE | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| 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 | $200,000 | 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 | $50,000 | AGENCY |
| LEARNING ALLY | ||||||||
| 180 N MICHIGAN SUITE 620 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| 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 | $100,000 | |
| FRANCISCAN OUTREACH | ||||||||
| 1645 W LEMOYNE ST | CHICAGO | IL | 60622 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| NEWBERRY LIBRARY | ||||||||
| 60 W WALTON ST | CHICAGO | IL | 60610 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| SHIRLEY RYAN ABILITY LAB | ||||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATING PURPOSES | $250,000 | |
| 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 | $135,000 | 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 |
| NORTHEASTERN UNIVERSITY | ||||||||
| 5500 N ST LOUIS AVE | Chicago | IL | 60625 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| CHICAGO SHAKESPEARE THEATER | ||||||||
| 800 E GRAND AVE | Chicago | IL | 60611 | NONE | PC | GENERAL OPERATING PURPOSES | $100,000 | |
| NATIONAL MUSEUM OF MEXICAN ART | ||||||||
| 1852 W 19TH ST | Chicago | IL | 60608 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL OPERATING PURPOSES | $30,000 | |
| BLACK ENSEMBLE THEATER | ||||||||
| 4450 N CLARK ST | CHICAGO | IL | 60640 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,305,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,439,629 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$735,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $704,318 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $704,318 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,050 | Amt |
| Net Investment Income | $1,025 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,025 | DisbursementsCharitablePrpsAmt |
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 | $1,973 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,973 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $11,432 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $31,370 | $31,370 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,503 | $2,503 | $0 |
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