HOCHBERG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOCHBERG FAMILY FOUNDATION (EIN 36-3152002)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-02-28
- IRS object ID
- 202020599349100312
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2020-02-28T16:05:02-06:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | 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 | 2020-02-18 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $8,602,577 | 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 | $753,678 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,961 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,961 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $158,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,446 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,778 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,778 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,024,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $270,484 | 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 | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,680 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,088 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,090 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $879,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $879,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $950,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $884,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,806 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,140 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $353,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $353,356 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,621,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,424,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,887,632 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,444,967 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,361,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,361,589 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,185,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,138,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,602,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $8,185,139 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,138,706 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,185,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,138,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,185,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,138,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,185,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,258,792 | SubtotalAmt |
| Other Decreases | $120,086 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,138,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BAXTER STREET FUND | P | $6,762 | $6,762 | $6,762 | |
| BAXTER STREET FUND | P | $52,884 | $52,884 | $52,884 | |
| SAVILE ROW FINANCIALS HEDGE | P | $536 | $536 | $536 | |
| SAVILE ROW HEALTHCARE | P | $12,627 | $12,627 | $12,627 | |
| SAVILE ROW MANAGED | P | -$14,546 | -$14,546 | $14,546 | |
| FIDELITY 7053 | P | -$10,541 | -$10,541 | $10,541 | |
| CAPITAL GAINS DIVIDENDS | P | $65,724 | $65,724 | $65,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,446 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,059,420 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,495,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.124709 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $797,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,887,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089763 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $979,564 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,997,660 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.122481 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $747,433 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,637,378 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086535 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $616,060 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,282,694 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074379 | DistributionYr5Rt |
| Total Distribution | 0.497867 | TotalDistributionRt |
| Average Distribution | 0.099573 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,079,911 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $804,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,068 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $806,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $884,950 | 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 | $2,068 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,068 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $81 | EsPenaltyAmt |
| Tax Due | $2,149 | 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 | $6,595,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,361,589 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,202,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,202,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,079,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,996 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,996 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,068 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,068 | TotalTaxAmt |
| Distributable Before Adj | $401,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $401,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $401,928 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $884,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $884,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,068 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $882,882 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $401,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $616,060 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $334,496 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $581,507 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $357,259 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $659,575 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,548,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $884,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $401,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $483,022 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,031,919 | 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 | $616,060 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,415,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $334,496 | ExcessFromYear4Amt |
| Excess From Year3 | $581,507 | ExcessFromYear3Amt |
| Excess From Year2 | $357,259 | ExcessFromYear2Amt |
| Excess From Year1 | $659,575 | ExcessFromYear1Amt |
| Excess From Current Year | $483,022 | 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 (84 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 | CHARITABLE | $15,000 | |||||
| AMCHA INITIATIVE | ||||||||||||
| PO BOX 408 | SANTA CRUZ | CA | 95061 | NONE | PC | CHARITABLE | $2,000 | |||||
| AMERICAN FRIENDS OF ALYN HOSPITAL | ||||||||||||
| 122 E 42ND ST 1519 | NEW YORK | NY | 10168 | NONE | PC | CHARITABLE | $250 | |||||
| AMERICAN FRIENDS OF ISRAEL SPORT CENTER FOR THE DISABLED | ||||||||||||
| ONE NORTHFIELD PLAZA | NORTHFIELD | IL | 60093 | NONE | PC | CHARITABLE | $1,000 | |||||
| AMERICAN HEART ASSOCIATION | ||||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE | $1,800 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| 220 E 42ND STREET STE 400 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $10,000 | |||||
| AMERICAN YOUTH SYMPHONY | ||||||||||||
| 60 55TH STREET | CLARIDON HILLS | IL | 60514 | NONE | PC | CHARITABLE | $2,500 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | CHARITABLE | $7,500 | |||||
| AVENUES TO INDEPENDENCE | ||||||||||||
| 515 BUSSE HWY | PARK RIDGE | IL | 60068 | NONE | PC | CHARITABLE | $1,000 | |||||
| BEIT T'SHUVAH | ||||||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE | $1,550 | |||||
| BHC FOUNDATION | ||||||||||||
| 2050 LARKIN AVE 101 | ELGIN | IL | 60123 | NONE | PC | CHARITABLE | $1,500 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PC | CHARITABLE | $23,000 | |||||
| BRIDGES OUTREACH | ||||||||||||
| 120 MORRIS AVE | SUMMIT | NJ | 07902 | NONE | PC | CHARITABLE | $250 | |||||
| CAMERA | ||||||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PC | CHARITABLE | $3,600 | |||||
| CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY | ||||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $25,000 | |||||
| CENTRAL FUND OF ISRAEL | ||||||||||||
| 980 AVE OF AMERICAS STE 3RD FL | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $10,000 | |||||
| CHILDREN'S BURN FOUNDATION | ||||||||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | NONE | PC | CHARITABLE | $250 | |||||
| CHRISTIANS UNITED FOR ISRAEL | ||||||||||||
| PO BOX 1307 | SAN ANTONIO | TX | 78295 | NONE | PC | CHARITABLE | $400 | |||||
| CREATIVE COMMUNITY FOR PEACE | ||||||||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE | $10,000 | |||||
| DAVID HOROWITZ FREEDOM CENTER | ||||||||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | NONE | PC | CHARITABLE | $10,000 | |||||
| EL MEDIO INC | ||||||||||||
| 600 BRICKELL AVE | MIAMI | FL | 33131 | NONE | PC | CHARITABLE | $30,000 | |||||
| ERIKSON INSTITUTE | ||||||||||||
| 451 N LASALLE DR | CHICAGO | IL | 60654 | NONE | PC | CHARITABLE | $2,400 | |||||
| FAO AMERICAN FRIENDS OF ORR SHALOM | ||||||||||||
| 3708 ENTERPRISE DRIVE | JANESVILLE | WI | 53546 | NONE | PC | CHARITABLE | $17,000 | |||||
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | ||||||||||||
| 1800 M ST NW | WASHINGTON | DC | 20033 | NONE | PC | CHARITABLE | $60,000 | |||||
| FRIENDS OF ELNET | ||||||||||||
| 5215 OLD ORCHARD ROAD STE 880 | SKOKIE | IL | 60077 | NONE | PC | CHARITABLE | $70,100 | |||||
| FRIENDS OF IDF | ||||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | CHARITABLE | $95,000 | |||||
| FRIENDS OF TEL AVIV | ||||||||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE | $5,000 | |||||
| FRIENDS OF THE JEWISH CHAPEL | ||||||||||||
| 326 FIRST STREET SUITE 22 | ANNAPOLIS | MD | 21403 | NONE | PC | CHARITABLE | $250 | |||||
| HARMONY PROJECT | ||||||||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | NONE | PC | CHARITABLE | $10,000 | |||||
| HAROLD EISENBERG FOUNDATION | ||||||||||||
| 540 FRONTAGE RD 2210 | NORTHFIELD | IL | 60093 | NONE | PC | CHARITABLE | $300 | |||||
| HEBREW UNION COLLEGE | ||||||||||||
| NONE | PC | CHARITABLE | $50,000 | KING DAVID 13 | JERUSALEM | 9410125 | IS | |||||
| HONESTLY CONCERNED | ||||||||||||
| NONE | PC | CHARITABLE | $12,500 | FRIEDRICHSTR 37 | FRANKFURT | GM | ||||||
| HUDSON INSTITUTE | ||||||||||||
| 1201 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PC | CHARITABLE | $10,000 | |||||
| ILLINOIS HOLOCAUST MUSEUM | ||||||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 600771025 | NONE | PC | CHARITABLE | $6,000 | |||||
| ISRA AID | ||||||||||||
| NONE | PC | CHARITABLE | $2,500 | SHAUL HAMELECH 8 | TEL AVIV | IS | ||||||
| ISRAEL CHRISTIAN NEXUS | ||||||||||||
| 11039 MCCORMICK STREET | LOS ANGELES | CA | 91601 | NONE | PC | CHARITABLE | $5,000 | |||||
| ISRAEL INSTITUTE OF STRATEGIC STUDIES | ||||||||||||
| 2121 K STREET NW SUITE 801 | WASHINGTON | DC | 20037 | NONE | PC | CHARITABLE | $1,500 | |||||
| ISRAELI AMERICAN COUNCIL | ||||||||||||
| 303 1320 CENTRE ST 301 | NEWTON | MA | 02459 | NONE | PC | CHARITABLE | $1,000 | |||||
| JEWISH BOOK COUNCIL | ||||||||||||
| 520 8TH AVE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $5,000 | |||||
| JEWISH FRIENDS OF THE AMERICAN MILITARY | ||||||||||||
| 909 W TEMPLE ST 329A | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE | $7,500 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH ST STE 900 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $35,000 | |||||
| JEWISH UNITED FUND | ||||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $100 | |||||
| JEWISH VOCATIONAL SERVICES | ||||||||||||
| 135 N ARLINGTON HEIGHTS RD 104 | BUFFALO GROVE | IL | 60089 | NONE | PC | CHARITABLE | $250 | |||||
| JEWISH WORLD WATCH | ||||||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | CHARITABLE | $5,000 | |||||
| JOHN WAYNE CANCER CENTER | ||||||||||||
| 2200 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE | $2,500 | |||||
| JUDD GOLDMAN ADAPTIVE SAILING FOUNDATION | ||||||||||||
| JOHN HANCOCK CENTER 875 N MICHIGAN | CHICAGO | IL | 60611 | NONE | PC | CHARITABLE | $500 | AVE | ||||
| KESHET | ||||||||||||
| 600 ACADEMY DR 130 | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $2,100 | |||||
| LA JEWISH FILM FESTIVAL | ||||||||||||
| 3250 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | CHARITABLE | $1,500 | |||||
| LAKE SHORE DRIVE SYNAGOGUE | ||||||||||||
| 70 E ELM ST | CHICAGO | IL | 60611 | NONE | PC | CHARITABLE | $250 | |||||
| LANDMARKS IL | ||||||||||||
| 30 N MICHIGAN AVE 2020 | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $1,000 | |||||
| MERONA CAMPUS LEADERSHIP FOUNDATION | ||||||||||||
| 16027 VENTURA BLVD | ENCINO | CA | 914362728 | NONE | PC | CHARITABLE | $2,500 | |||||
| MIDDLE EAST FORUM | ||||||||||||
| 1920 CHESTNUT ST | PHILADELPHIA | PA | 191034634 | NONE | PC | CHARITABLE | $7,000 | |||||
| MILWAUKEE JEWISH FOUNDATION | ||||||||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | NONE | PC | CHARITABLE | $250 | |||||
| NGO MONITOR | ||||||||||||
| NONE | PC | CHARITABLE | $7,000 | 10 YAD HARUTZIM ST | JERUSALEM | 9342148 | IS | |||||
| NORTH SUBURBAN SYNAGOGUE | ||||||||||||
| 1175 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $10,000 | |||||
| ONE TABLE | ||||||||||||
| 79 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $1,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $35,000 | |||||
| PROCLAIMING JUSTICE TO THE NATIONS INC | ||||||||||||
| PO BOX 682711 | FRANKLIN | TN | 370682711 | NONE | PC | CHARITABLE | $60,000 | |||||
| RAND CORP | ||||||||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 904013208 | NONE | PC | CHARITABLE | $7,500 | |||||
| ROCHELLE ZELL JEWISH HIGH SCHOOL | ||||||||||||
| 1095 LAKE COOK RD | DEERFIELD | IL | 60015 | NONE | PC | CHARITABLE | $250 | |||||
| ROLFE FOUNDATION | ||||||||||||
| 4809 N RAVENSWOOD AVE 326 | CHICAGO | IL | 60640 | NONE | PC | CHARITABLE | $250 | |||||
| SIMON WIESENTHAL CENTER | ||||||||||||
| 1399 ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | CHARITABLE | $2,550 | |||||
| SISTER ROSE THERING FUND | ||||||||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | CHARITABLE | $5,000 | |||||
| SOLOMON SCHECHTER DAY SCHOOL | ||||||||||||
| 3210 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $1,250 | |||||
| SPERTUS INSTITUTE | ||||||||||||
| 610 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | PC | CHARITABLE | $1,000 | |||||
| STAND WITH US | ||||||||||||
| PO BOX 340169 | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE | $102,500 | |||||
| SUSAN G KOMEN BREAST CANCER FDN | ||||||||||||
| 5005 LBJ FREEWAY STE 526 | DALLAS | TX | 75244 | NONE | PC | CHARITABLE | $1,000 | |||||
| TAUBE FOUNDATION | ||||||||||||
| 1050 PALSTON AVENUE | BELMONT | CA | 94002 | NONE | PC | CHARITABLE | $10,000 | |||||
| THE ALGEMEINER | ||||||||||||
| 20 E 51ST STREET 185 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $250 | |||||
| THE ARTHRITIS FOUNDATION | ||||||||||||
| 1355 PEACHTREE ST NE SUITE 600 | ATLANTA | GA | 30309 | NONE | PC | CHARITABLE | $1,000 | |||||
| THE BROAD STAGE | ||||||||||||
| 1310 11TH ST | SANTA MONICA | CA | 90401 | NONE | PC | CHARITABLE | $1,500 | |||||
| THE CHICAGO LIGHTHOUSE | ||||||||||||
| 1850 WEST ROOSEVELT ROAD | CHICAGO | IL | 60608 | NONE | PC | CHARITABLE | $2,000 | |||||
| THE GOLDIE INITIATIVE | ||||||||||||
| 485 HALF DAY ROAD SUITE 350 | BUFFALO GROVE | IL | 60089 | NONE | PC | CHARITABLE | $1,000 | |||||
| THE JEWISH MUSEUM | ||||||||||||
| 1109 5TH AVE E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $125 | |||||
| THE LAWFARE PROJECT | ||||||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $15,000 | |||||
| TORAH UMESORAH | ||||||||||||
| 8150 MCCORMICK BLVD | SKOKIE | IL | 60076 | NONE | PC | CHARITABLE | $5,000 | |||||
| TRIBE MEDIA CORPORATION | ||||||||||||
| 3250 WILSHIRE BLVD STE 1280 | LOS ANGELES | CA | 90010 | NONE | PC | CHARITABLE | $15,000 | |||||
| UN WATCH | ||||||||||||
| NONE | PC | CHARITABLE | $5,000 | CASE POSTALE 191 | GENEVA | 1010 | SZ | |||||
| UNITED STATES HOLOCAUST MEMORIAL | ||||||||||||
| 595 ELM PL | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $100 | |||||
| UNIVERSITY OF TOLEDO FOUNDATION | ||||||||||||
| 2801 W BANCROFT ST | TOLEDO | OH | 43606 | NONE | PC | CHARITABLE | $10,000 | |||||
| VARIETY THE CHILDRENS CHARITY OF ILLINOIS | ||||||||||||
| W 1001 75TH ST 153 | WOODRIDGE | IL | 60517 | NONE | PC | CHARITABLE | $1,000 | |||||
| WAUKEGAN HISTORICAL SOCIETY | ||||||||||||
| 1917 N SHERIDAN RD | WAUKEGAN | IL | 60087 | NONE | PC | CHARITABLE | $500 | |||||
| YAD EZRA | ||||||||||||
| 2850 W ELEVEN MILE RD | BERKLEY | MI | 48072 | NONE | PC | CHARITABLE | $1,800 | |||||
| YESHIVAT MAHARAT | ||||||||||||
| 3700 HENRY HUDSON PKWY | THE BRONX | NY | 10463 | NONE | PC | CHARITABLE | $250 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $879,425 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,961 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,855 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,446 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME - SAVILE ROW MANAGED FUTURES | 18 | -$8,779 |
| OTHER INCOME - BAXTER STREET FUND | 18 | $1 |
| MISC. INCOME |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $270,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $270,484 | 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 | $25,000 | Yes (X) | |
| LARRY HOCHBERG | |||||||
| 2 | 180 EAST PEARSON APT 2016 | CHICAGO | IL | 60611 | $380,000 | Yes (X) | |
| LARRY HOCHBERG | |||||||
| 3 | 180 EAST PEARSON APT 2016 | CHICAGO | IL | 60611 | $348,678 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 950 SHS ALIBABA GROUP HLDG LTD. | $125,296 | 2018-12-24 |
| 3 | 400 SHS HOME DEPOT INC. | $92,108 | 2019-09-18 |
| 3 | 1,100 SHS SAP SE SPON | $131,274 | 2019-09-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,500 | 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 | $6,424,143 | EOYBookValueAmt |
| EOYFMV | $6,887,632 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN SAVILE ROW MANAGED FUTURES T LLC | AT COST | $298,438 | $298,438 |
| INVESTMENT IN ANCHOR BOLT OFFSHORE FUND | AT COST | $250,000 | $250,382 |
| INVESTMENT IN BAXTER STREET FUND | AT COST | $638,593 | $638,593 |
| INVESTMENT IN SAVILE ROW FINANCIALS HEDGED | AT COST | $150,174 | $150,174 |
| INVESTMENT IN SAVILE ROW HEALTHCARE HEDGED | AT COST | $24,002 | $24,002 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $4,585 |
| BUILT IN GAIN - SECURITIES | $115,501 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $150 | $150 | $0 | $0 |
| FIDELITY FEES | $44,171 | $44,171 | $0 | $0 |
| FILING FEES | $25 | $0 | $0 | $25 |
| MISC EXPENSES | $1,289 | $0 | $0 | $0 |
| THROUGH BAXTER STREET FUND | $7,358 | $7,358 | $0 | $0 |
| THROUGH SAVILE ROW FINANCIALS HEDGED | $167 | $167 | $0 | $0 |
| THROUGH SAVILE ROW HEALTHCARE HEDGED | $211 | $211 | $0 | $0 |
| THROUGH SAVILE ROW MANAGED FUTURES T | $191 | $191 | $0 | $0 |
| THROUGH SAVILE ROW MANAGED FUTURES T | $3,842 | $3,842 | $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 | -$8,779 | -$8,779 | $0 |
| OTHER INCOME - BAXTER STREET FUND | $1 | $1 | $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 | $2,088 | $2,088 | $0 | $0 |
| FEDERAL TAXES | $592 | $0 | $0 | $0 |