HOCHBERG FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: HOCHBERG FAMILY FOUNDATION (EIN 36-3152002)
Tax period: 2019-12-01 to 2020-11-30
Filed: 2021-04-13
IRS object ID: 202141039349100314
Schema version: 2019v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Distribution From Corpus Election
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-04-13T10:38:34-05:00	ReturnTs
Tax Period End	2020-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	20 N MARTINGALE RD STE 500	AddressLine1Txt
City	SCHAUMBURG	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60173	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363152002	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HOCHBERG FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HOCH	BusinessNameControlTxt
Phone	8478812023	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5215 OLD ORCHARD RD NO 880	AddressLine1Txt
City	SKOKIE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60077	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LARRY HOCHBERG	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	8478812023	PhoneNum
Signature	2021-04-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CIPRIAN MITU	PreparerPersonNm
PTIN	P01281670	PTIN
Phone	8475177070	PhoneNum
Preparation	2021-04-01	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	$9,025,456	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$384,450	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$5,006	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$5,006	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$171,695	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$171,695	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$534,123	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$791,627	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$534,123	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$3,472	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$3,472	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$1,091,802	TotalRevAndExpnssAmt
Total Net Invst Incm	$707,352	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$11,330	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,665	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$5,665	AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss	$191	InterestRevAndExpnssAmt
Interest Net Invst Incm	$191	InterestNetInvstIncmAmt
Interest Adj Net Incm	$0	InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$6,918	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,369	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$42,499	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$42,484	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$15	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$60,938	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$50,709	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$5,680	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,064,869	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,064,869	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,125,807	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$50,709	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,070,549	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$34,005	ExcessRevenueOverExpensesAmt
Net Investment Income	$656,643	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$353,356	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$333,051	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$333,051	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$6,424,143	CorporateStockBOYAmt
Corporate Stock EOY	$6,822,047	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,871,142	CorporateStockEOYFMVAmt
Other Investments BOY	$1,361,207	OtherInvestmentsBOYAmt
Other Investments EOY	$821,263	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$821,263	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$8,138,706	TotalAssetsBOYAmt
Total Assets EOY	$7,976,361	TotalAssetsEOYAmt
Total Assets EOYFMV	$9,025,456	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$8,138,706	RetainedEarningBOYAmt
Retained Earning EOY	$7,976,361	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,138,706	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,976,361	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,138,706	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,976,361	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,138,706	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$34,005	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$8,104,701	SubtotalAmt
Other Decreases	$128,340	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,976,361	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ANCHOR BOLT LOSS ON REDEMPTION	P	$224,269	$250,000	-$25,731	-$25,731
SAVILE ROW MANAGED	P	$15,177		$15,177	$15,177
BAXTER STREET FUND	P	$14,568		$14,568	$14,568
BAXTER STREET FUND	P	$10,773		$10,773	$10,773
SAVILE ROW FINANCIAL	P		$7,504	-$7,504	-$7,504
SAVILE ROW HEALTHCARE	P	$50,029		$50,029	$50,029
PUBLICLY TRADED SECURITIES	P	$4,798		$4,798	$4,798
PUBLICLY TRADED SECURITIES	P	$431,264		$431,264	$431,264
CAPITAL GAINS DIVIDENDS	P	$40,749		$40,749	$40,749

Field	Value	IRS element (for citing)
Capital Gain Net Income	$534,123	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$882,882	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$8,079,911	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.109269	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,059,420	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$8,495,138	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.124709	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$797,745	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$8,887,273	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.089763	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$979,564	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$7,997,660	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.122481	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$747,433	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$8,637,378	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.086535	DistributionYr5Rt
Total Distribution	0.532757	TotalDistributionRt
Average Distribution	0.106551	AverageDistributionRt
Net Vl Noncharitable Assets	$8,208,302	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$874,603	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$6,566	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$881,169	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,070,549	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	$6,566	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$6,566	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$6,566	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,400	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,400	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$4,166	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	LARRY J HOCHBERG	IndividualWithBooksNm
Phone	8478812023	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5215 OLD ORCHARD ROAD SUITE 880	AddressLine1Txt
City	SKOKIE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60077	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LARRY J HOCHBERG
5215 OLD ORCHARD ROAD SUITE 880	SKOKIE	IL	60077	DIRECTOR	0.25	$0	$0	$0
ANDREW S HOCHBERG
5215 OLD ORCHARD ROAD SUITE 880	SKOKIE	IL	60077	DIRECTOR	0.25	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$7,075,263	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$436,776	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$821,263	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,333,302	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,333,302	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$125,000	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,208,302	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$410,415	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$410,415	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,566	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,566	TotalTaxAmt
Distributable Before Adj	$403,849	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$403,849	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$403,849	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,070,549	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,070,549	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$6,566	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,063,983	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$403,849	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$334,496	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$581,507	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$357,259	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$659,575	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$483,022	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,415,859	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,070,549	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$403,849	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$666,700	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,082,559	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$334,496	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,748,063	ExcessDistriCyovToNextYrAmt
Excess From Year4	$581,507	ExcessFromYear4Amt
Excess From Year3	$357,259	ExcessFromYear3Amt
Excess From Year2	$659,575	ExcessFromYear2Amt
Excess From Year1	$483,022	ExcessFromYear1Amt
Excess From Current Year	$666,700	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LARRY J HOCHBERG	ContributingManagerNm
Contributing Manager	ANDREW S HOCHBERG	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Address Line2RecipientUSAddress/AddressLine2Txt
AKIVA-SCHECHTER JEWISH DAY SCHOOL
5235 S CORNELL AVENUE	CHICAGO	IL	60615	NONE	PC	GENERAL FUND	$12,500
AMCHA INITIATIVE
PO BOX 408	SANTA CRUZ	CA	95061	NONE	PC	GENERAL FUND	$2,000
AMERICAN FRIENDS OF ALYN HOSPITAL
122 E 42ND ST 1519	NEW YORK	NY	10168	NONE	PC	GENERAL FUND	$250
AMERICAN FRIENDS OF ISRAEL SPORT CENTER FOR THE DISABLED
ONE NORTHFIELD PLAZA	NORTHFIELD	IL	60093	NONE	PC	GENERAL FUND	$2,500
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 E 42ND STREET STE 400	NEW YORK	NY	10017	NONE	PC	GENERAL FUND	$2,500
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DR	LOS ANGELES	CA	90077	NONE	PC	GENERAL FUND	$500
AMERICAN YOUTH SYMPHONY
60 55TH STREET	CLARIDON HILLS	IL	60514	NONE	PC	GENERAL FUND	$2,500
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUE	NEW YORK	NY	10158	NONE	PC	GENERAL FUND	$15,000
AVENUES TO INDEPENDENCE
515 BUSSE HWY	PARK RIDGE	IL	60068	NONE	PC	GENERAL FUND	$1,000
BEIT T'SHUVAH
8831 VENICE BLVD	LOS ANGELES	CA	90034	NONE	PC	GENERAL FUND	$1,800
BHC FOUNDATION
2050 LARKIN AVE 101	ELGIN	IL	60123	NONE	PC	GENERAL FUND	$500
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 5892	HICKSVILLE	NY	11802	NONE	PC	GENERAL FUND	$5,000
BRIDGES OUTREACH
120 MORRIS AVE	SUMMIT	NJ	07902	NONE	PC	GENERAL FUND	$250
BRIGHT STAR COMMUNITY OUTREACH
4518 S COTTAGE GROVE	CHICAGO	IL	60653	NONE	PC	GENERAL FUND	$1,000
CAMERA
PO BOX 35040	BOSTON	MA	02135	NONE	PC	GENERAL FUND	$3,000
CAMP RAMAH - WISCONSIN
3390 RAMAH CIR	CONOVER	WI	54519	NONE	PC	GENERAL FUND	$100
CENTRAL FUND OF ISRAEL
980 AVE OF AMERICAS STE 3RD FL	NEW YORK	NY	10018	NONE	PC	GENERAL FUND	$10,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK RD	GLENCOE	IL	60022	NONE	PC	GENERAL FUND	$250
CHILDREN'S BURN FOUNDATION
5000 VAN NUYS BLVD	SHERMAN OAKS	CA	91403	NONE	PC	GENERAL FUND	$250
CHRISTIANS UNITED FOR ISRAEL
PO BOX 1307	SAN ANTONIO	TX	78295	NONE	PC	GENERAL FUND	$400
CONGREGATION MICAH
2001 OLD HICKORY BLVD	BRENTWOOD	TN	37027	NONE	PC	GENERAL FUND	$9,000
CREATIVE COMMUNITY FOR PEACE
PO BOX 34122	LOS ANGELES	CA	90034	NONE	PC	GENERAL FUND	$10,000
DAVID HOROWITZ FREEDOM CENTER
PO BOX 55089	SHERMAN OAKS	CA	91499	NONE	PC	GENERAL FUND	$10,000
EB RESEARCH PARTNERSHIP
132 EAST 43RD ST STE 432	NEW YORK	NY	10017	NONE	PC	GENERAL FUND	$1,000
EL MEDIO INC
600 BRICKELL AVE	MIAMI	FL	33131	NONE	PC	GENERAL FUND	$30,000
FIRST SONS OF ISRAEL - ST AUGUSTINE FL
161 CORDOVA ST	ST AUGUSTINE	FL	32084	NONE	PC	GENERAL FUND	$1,000
FOUNDATION FOR DEFENSE OF DEMOCRACIES
1800 M ST NW	WASHINGTON	DC	20033	NONE	PC	GENERAL FUND	$110,000
FRIENDS OF ELNET
5215 OLD ORCHARD ROAD STE 880	SKOKIE	IL	60077	NONE	PC	GENERAL FUND	$150,000
FRIENDS OF IDF
PO BOX 4224	NEW YORK	NY	10163	NONE	PC	GENERAL FUND	$180,000
FRIENDS OF TEL AVIV
39 BROADWAY SUITE 1510	NEW YORK	NY	10006	NONE	PC	GENERAL FUND	$5,000
FRIENDS OF THE JEWISH CHAPEL
326 FIRST STREET SUITE 22	ANNAPOLIS	MD	21403	NONE	PC	GENERAL FUND	$250
FUENTE LATINA
1125 NE 125 ST STE 300-3 NORTH	MIAMI	FL	33161	NONE	PC	GENERAL FUND	$5,000
HARMONY PROJECT
4322 WILSHIRE BLVD STE 101	LOS ANGELES	CA	90010	NONE	PC	GENERAL FUND	$10,000
HEBREW UNION COLLEGE
				NONE	PC	GENERAL FUND	$50,000	KING DAVID 13	JERUSALEM	9410125	IS
HILLEL AT UNIVERSITY OF WI
611 LANGDON ST	MADISON	WI	53703	NONE	PC	GENERAL FUND	$14,715
HUDSON INSTITUTE
1201 PENNSYLVANIA AVENUE NW	WASHINGTON	DC	20004	NONE	PC	GENERAL FUND	$10,000
IL COUNCIL AGAINST HANDGUN VIOLENCE
222 S MORGAN STREET SUITE 4A	CHICAGO	IL	60607	NONE	PC	GENERAL FUND	$1,000
ILLINOIS HOLOCAUST MUSEUM
9603 WOODS DRIVE	SKOKIE	IL	600771025	NONE	PC	GENERAL FUND	$7,500
ISRA AID
				NONE	PC	GENERAL FUND	$2,500	SHAUL HAMELECH 8	TEL AVIV		IS
ISRAELI AMERICAN COUNCIL
303 1320 CENTRE ST 301	NEWTON	MA	02459	NONE	PC	GENERAL FUND	$1,000
JEWISH BOOK COUNCIL
520 8TH AVE 4TH FLOOR	NEW YORK	NY	10018	NONE	PC	GENERAL FUND	$5,000
JEWISH CHILD AND FAMILY SERVICES
216 W JACKSON BLVD 800	CHICAGO	IL	60606	NONE	PC	GENERAL FUND	$466
JEWISH FUNDERS NETWORK
150 WEST 30TH ST STE 900	NEW YORK	NY	10001	NONE	PC	GENERAL FUND	$20,100
JEWISH VOCATIONAL SERVICES
135 N ARLINGTON HEIGHTS RD 104	BUFFALO GROVE	IL	60089	NONE	PC	GENERAL FUND	$250
JEWISH WORLD WATCH
5551 BALBOA BLVD	ENCINO	CA	91316	NONE	PC	GENERAL FUND	$15,000
JOHN WAYNE CANCER CENTER
2200 SANTA MONICA BLVD	SANTA MONICA	CA	90404	NONE	PC	GENERAL FUND	$2,500
JUDD GOLDMAN ADAPTIVE SAILING FOUNDATION
JOHN HANCOCK CENTER 875 N MICHIGAN	CHICAGO	IL	60611	NONE	PC	GENERAL FUND	$500					AVE
KESHET
600 ACADEMY DR 130	NORTHBROOK	IL	60062	NONE	PC	GENERAL FUND	$1,980
LA JEWISH FILM FESTIVAL
3250 WILSHIRE BLVD	LOS ANGELES	CA	90010	NONE	PC	GENERAL FUND	$1,500
LAKE SHORE DRIVE SYNAGOGUE
70 E ELM ST	CHICAGO	IL	60611	NONE	PC	GENERAL FUND	$250
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200	RYE BROOK	NY	10573	NONE	PC	GENERAL FUND	$500
LUPUS SOCIETY OF IL
411 S WELLS ST 710	CHICAGO	IL	60607	NONE	PC	GENERAL FUND	$250
MAOT CHITIM
3710 COMMERCIAL AVE 7	NORTHBROOK	IL	60062	NONE	PC	GENERAL FUND	$5,000
MERONA CAMPUS LEADERSHIP FOUNDATION
16027 VENTURA BLVD	ENCINO	CA	914362728	NONE	PC	GENERAL FUND	$2,500
MIDDLE EAST FORUM
1920 CHESTNUT ST	PHILADELPHIA	PA	191034634	NONE	PC	GENERAL FUND	$14,000
NATIONAL PARK FOUNDATION
1110 VERMONT AVENUE NW NO 200	WASHINGTON	DC	20005	NONE	PC	GENERAL FUND	$100
NGO MONITOR
				NONE	PC	GENERAL FUND	$7,000	10 YAD HARUTZIM ST	JERUSALEM	9342148	IS
NORTH SUBURBAN SYNAGOGUE
1175 SHERIDAN RD	HIGHLAND PARK	IL	60035	NONE	PC	GENERAL FUND	$17,500
ONE TABLE
79 MADISON AVENUE	NEW YORK	NY	10016	NONE	PC	GENERAL FUND	$1,000
PEF ISRAEL ENDOWMENT FUNDS
630 THIRD AVE STE 1501	NEW YORK	NY	10017	NONE	PC	GENERAL FUND	$27,500
PROCLAIMING JUSTICE TO THE NATIONS INC
PO BOX 682711	FRANKLIN	TN	370682711	NONE	PC	GENERAL FUND	$50,000
RAND CORP
1776 MAIN STREET	SANTA MONICA	CA	904013208	NONE	PC	GENERAL FUND	$7,500
ROLFE FOUNDATION
4809 N RAVENSWOOD AVE 326	CHICAGO	IL	60640	NONE	PC	GENERAL FUND	$250
SIMON WIESENTHAL CENTER
1399 ROXBURY DR	LOS ANGELES	CA	90035	NONE	PC	GENERAL FUND	$2,550
SINAI TEMPLE
15 W DELAWARE PL	CHICAGO	IL	60610	NONE	PC	GENERAL FUND	$10,000
SISTER ROSE THERING FUND
400 SOUTH ORANGE AVE	SOUTH ORANGE	NJ	07079	NONE	PC	GENERAL FUND	$5,000
SPERTUS INSTITUTE
610 S MICHIGAN AVE	CHICAGO	IL	60605	NONE	PC	GENERAL FUND	$1,000
ST MATTHEWS UNITED METHODIST CHURCH
1000 N ORLEANS ST	CHICAGO	IL	60610	NONE	PC	GENERAL FUND	$200
STAND WITH US
PO BOX 340169	LOS ANGELES	CA	90034	NONE	PC	GENERAL FUND	$107,500
SUSAN G KOMEN BREAST CANCER FDN
5005 LBJ FREEWAY STE 526	DALLAS	TX	75244	NONE	PC	GENERAL FUND	$500
THE ALGEMEINER
20 E 51ST STREET 185	NEW YORK	NY	10022	NONE	PC	GENERAL FUND	$250
THE ARTHRITIS FOUNDATION
1355 PEACHTREE ST NE SUITE 600	ATLANTA	GA	30309	NONE	PC	GENERAL FUND	$1,000
THE BROAD STAGE
1310 11TH ST	SANTA MONICA	CA	90401	NONE	PC	GENERAL FUND	$1,500
THE CENTER FOR PEACE COMMUNICATION
1623 FLATBUSH AVE NO 200	BROOKLYN	NY	11210	NONE	PC	GENERAL FUND	$25,000
THE CHICAGO LIGHTHOUSE
1850 WEST ROOSEVELT ROAD	CHICAGO	IL	60608	NONE	PC	GENERAL FUND	$2,100
THE JEWISH MUSEUM
1109 5TH AVE E 92ND ST	NEW YORK	NY	10128	NONE	PC	GENERAL FUND	$108
THE JEWISH THEOLOGICAL SEMINARY
3080 BROADWAY	NEW YORK	NY	10027	NONE	PC	GENERAL FUND	$2,500
THE LAWFARE PROJECT
633 THIRD AVENUE 21ST FLOOR	NEW YORK	NY	10017	NONE	PC	GENERAL FUND	$17,500
TORAH UMESORAH
8150 MCCORMICK BLVD	SKOKIE	IL	60076	NONE	PC	GENERAL FUND	$5,000
TRIBE MEDIA CORPORATION
3250 WILSHIRE BLVD STE 1280	LOS ANGELES	CA	90010	NONE	PC	GENERAL FUND	$15,000
UN WATCH
				NONE	PC	GENERAL FUND	$5,000	CASE POSTALE 191	GENEVA	1010	SZ
UNIVERSITY OF TOLEDO FOUNDATION
2801 W BANCROFT ST	TOLEDO	OH	43606	NONE	PC	GENERAL FUND	$10,000
WEST SIDE KOLLEL
646 WEST END AVE	NEW YORK	NY	10025	NONE	PC	GENERAL FUND	$1,000
YESHIVA HIGH SCHOOL OF AZ
7045 N 12TH ST	PHOENIX	AZ	85020	NONE	PC	GENERAL FUND	$1,000
YESHIVA OHR ELIYAHU
2726 W PRATT BLVD	CHICAGO	IL	60645	NONE	PC	GENERAL FUND	$250
ZACHOR LEGAL INSTITUTE
PO BOX 6774	BOZEMAN	MT	59771	NONE	PC	GENERAL FUND	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,064,869	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,006	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$171,695	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$534,123	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
OTHER INCOME - SAVILE ROW MANAGED FUTURES	18	-$3,403
OTHER INCOME - BAXTER STREET FUND	18	-$69
MISC. INCOME

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$707,352	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$707,352	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
ANDREW HOCHBERG
1	77 SOUTH DEERE PARK	HIGHLAND PARK	IL	60035	$250,000	Yes (X)
LARRY HOCHBERG
2	180 EAST PEARSON APT 2016	CHICAGO	IL	60611	$83,507		Yes (X)
AH INVESTMENT TRUST
3	5215 OLD ORCHARD RD STE 800	SKOKIE	IL	60077	$50,943		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
2	60,077 SHARES XIAOMI CORPORATION	$83,507	2020-03-13
3	408 SHARES APPLE INC	$50,943	2020-09-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$11,330	Amt
Net Investment Income	$5,665	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$5,665	DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.	ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	FIDELITY - 7053	StockNm
EOY Book Value	$6,822,047	EOYBookValueAmt
EOYFMV	$7,871,142	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
INVESTMENT IN SAVILE ROW MANAGED FUTURES T LLC	AT COST	$28,675	$28,675
INVESTMENT IN BAXTER STREET FUND	AT COST	$667,130	$667,130
INVESTMENT IN SAVILE ROW FINANCIALS HEDGED	AT COST	$113,254	$113,254
INVESTMENT IN SAVILE ROW HEALTHCARE HEDGED	AT COST	$12,204	$12,204

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
COST BASIS ADJUSTMENT	$6,260
BUILT IN GAIN - SECURITIES	$122,075
OTHER ADJUSTMENTS	$5

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$53	$53	$0	$0
FIDELITY FEES	$30,264	$30,264	$0	$0
FILING FEES	$15	$0	$0	$15
THROUGH BAXTER STREET FUND	$8,038	$8,038	$0	$0
THROUGH SAVILE ROW FINANCIALS HEDGED	$191	$191	$0	$0
THROUGH SAVILE ROW HEALTHCARE HEDGED	$240	$240	$0	$0
THROUGH SAVILE ROW MANAGED FUTURES T	$3,698	$3,698	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME - SAVILE ROW MANAGED FUTURES	-$3,403	-$3,403	$0
OTHER INCOME - BAXTER STREET FUND	-$69	-$69	$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
LARRY HOCHBERG
180 EAST PEARSON APT 2016	CHICAGO	IL	60611
ANDREW HOCHBERG
77 SOUTH DEERE PARK	HIGHLAND PARK	IL	60035
JOHN LOWENSTEIN
9056 KARLOV	SKOKIE	IL	60076

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$2,369	$2,369	$0	$0
FEDERAL TAXES	$4,549	$0	$0	$0