JULIAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JULIAN FAMILY FOUNDATION (EIN 47-6662944)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-27
- IRS object ID
- 202042099349100554
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-27T14:48:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320077509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISON & HELD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DR SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476662944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT T NAPIER HARRISON & HELD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 3123321111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE NO 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORETTA N JULIAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3123321111 | PhoneNum |
| Signature | 2020-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET A NAGELA | PreparerPersonNm |
| PTIN | P00439254 | PTIN |
| Phone | 3123321111 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.243.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-27 | IPDt |
| IP Tm | 14:48:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 63097A8CD1DF01D422F820C0D1BCE2C3F8F99A34 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 63097A8CD1DF01D422F820C0D1BCE2C3F8F99A34 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,947,640 | 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 | $525,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,318,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $473,839 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $208 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $208 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $730,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $558,227 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $29,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,447 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,008 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,008 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500,917 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500,917 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,534,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,500,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$803,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $525,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $569,442 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $569,442 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,236,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $884,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,479,906 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $817,518 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $846,287 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $898,292 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,104,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,300,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,947,640 | 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 | $3,104,550 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,300,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,104,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,300,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,104,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,300,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,104,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$803,938 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,300,612 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,300,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 4,000 ZOETIS INC - A/C 0525 | 2019-12-23 | $530,437 | $177,005 | $353,432 | $353,432 | |
| NORTHERN TRUST A/C 5037 - VARIOUS | $157,104 | $152,704 | $4,400 | $4,400 | ||
| NORTHERN TRUST A/C 5037 - VARIOUS | $629,736 | $515,190 | $114,546 | $114,546 | ||
| CAPITAL GAINS DIVIDENDS | $1,461 | $1,461 | $1,461 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $473,839 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,569,424 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,358,979 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.360044 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $953,062 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,627,616 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.205951 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $445,825 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,406,591 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $417,908 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,593,848 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074709 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,925,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.741876 | TotalDistributionRt |
| Average Distribution | 0.148375 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,230,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $479,255 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,258 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $484,513 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,500,917 | 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 | $5,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,052 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,052 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,206 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT T NAPIER CO H&H | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123321111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORETTA N JULIAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DR STE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $3,205,034 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,178 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,279,212 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,279,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,230,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,258 | TotalTaxAmt |
| Distributable Before Adj | $156,243 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $156,243 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $156,243 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,500,917 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,500,917 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,258 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,495,659 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $156,243 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,500,917 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,243 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,344,674 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,344,674 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,344,674 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,344,674 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART SMART | |||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL PURPOSES | $15,000 |
| CEDILLE CHICAGO | |||||||
| 1205 W BALMORAL AVENUE | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $40,438 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | GENERAL PURPOSES | $1,078,810 |
| DISABLED AMERICAN VETERANS (DAV) | |||||||
| 807 MAINE AVENUE SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL PURPOSES | $250 |
| ELMHURST COLLEGE | |||||||
| 90 S PROSPECT AVENUE | ELMHURST | IL | 60126 | NONE | PC | GENERAL PURPOSES | $25,613 |
| GI RESEARCH FOUNDATION | |||||||
| 20 W KINZIE STREET 17TH FLOOR | CHICAGO | IL | 60654 | NONE | PC | GENERAL PURPOSES | $2,500 |
| GRANT PARK SYMPHONY & MUSIC FESTIVAL | |||||||
| 205 W RANDOLPH STREET 4TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $15,000 |
| INTERNATIONAL MUSIC FOUNDATION | |||||||
| 11 E ADAMS STREET SUITE 350B | CHICAGO | IL | 60603 | NONE | PC | GENERAL PURPOSES | $1,000 |
| JUVENILE DIABETES RESEARCH (JDRF) | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | GENERAL PURPOSES | $1,000 |
| LEAGUE OF AMERICAN ORCHESTRAS (LAO) | |||||||
| 33 W 60TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSES | $10,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $97,102 |
| MERIT SCHOOL OF MUSIC | |||||||
| 38 S PEORIA STREET | CHICAGO | IL | 60607 | NONE | PC | GENERAL PURPOSES | $125,000 |
| MORTON ARBORETUM | |||||||
| 4100 IL-53 | LISLE | IL | 60532 | NONE | PC | GENERAL PURPOSES | $10,000 |
| MUSEUM OF CONTEMPORARY ART (MCA) | |||||||
| 220 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $5,000 |
| MUSIC INSTITUTE OF CHICAGO | |||||||
| 65 E HURON STREET | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $25,000 |
| MUSIC TEACHERS NATIONAL ASSOC (MTNA) | |||||||
| 1 W 4TH STREET SUITE 1550 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL PURPOSES | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | GENERAL PURPOSES | $1,000 |
| SANTA FE OPERA | |||||||
| 301 OPERA DRIVE | SANTA FE | NM | 87506 | NONE | PC | GENERAL PURPOSES | $12,500 |
| SOLTI FOUNDATION | |||||||
| 1555 SHERMAN AVENUE SUITE 310 | EVANSTON | IL | 60201 | NONE | PC | GENERAL PURPOSES | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL PURPOSES | $1,000 |
| THE GLOBAL HEALTH INITIATIVE FUND | |||||||
| 420 E SUPERIOR STREET 9TH FLOOR | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $1,000 |
| THE KENNEDY CENTER | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL PURPOSES | $2,000 |
| WINDOW TO THE WORLD COMMUNICATIONS INC (WWCIWTTWWFMT) | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL PURPOSES | $25,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500,917 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,101 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,124 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $205,434 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $205,434 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORETTA N JULIAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE STE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $525,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,000 SHARES OF ZOETIS INC; ZTS; CUSIP: 98978V103. | NoncashPropertyDesc |
| Fair Market Value | $525,000 | FairMarketValueAmt |
| Received | 2019-12-20 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN - EQUITIES - 5037 | $664,185 | $1,222,023 |
| NORTHERN - EQUITIES - 0636 | $219,703 | $254,729 |
| WILLIAM BLAIR - EQUITIES | $995 | $3,154 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN - FIXED INCOME - 5037 | AT COST | $687,348 | $704,905 |
| NORTHERN - COMMODITIES - 5037 | AT COST | $99,132 | $127,380 |
| NORTHERN - REAL ESTATE - 5037 | AT COST | $59,807 | $66,007 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NORTHERN TRUST A/C 5037 - NONDIVIDEND DISTRIBUTIONS | $141 | $141 | $141 |
| NORTHERN TRUST A/C 5037 - OTHER INCOME | $67 | $67 | $67 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES AND TAX PREPARATION | $2,935 | $2,935 | $0 |
| NORTHERN TRUST AGENCY FEES | $356 | $356 | $0 |
| NORTHERN TRUST MANAGEMENT FEES | $6,599 | $6,599 | $0 |
| NORTHERN OTHER EXPENSES | $19,557 | $19,557 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORETTA N JULIAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE STE 170 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,000 | $0 | $0 |
| FOREIGN TAX | $3,008 | $3,008 | $0 |
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