LOEWENBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOEWENBERG CHARITABLE FOUNDATION (EIN 46-4289985)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349100549
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:51:20-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 1 S WACKER DRIVE STE 800 | 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 | 464289985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEWENBERG CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOEW | BusinessNameControlTxt |
| Phone | 3124409600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 N MICHIGAN AVENUE NO 930 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN LOEWENBERG TEBBE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3124409600 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBEKUH ELEY | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 14:02:17 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A28FA2E2A09A40AF4F0A751499BE74D16D20E85 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,794,467 | 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 | $1,241,559 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $221,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,315 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $779,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,304 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,971 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$63 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,578,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,556 | 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 |
| Accounting Fees Rev And Expnss | $6,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,045 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,045 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,265 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,265 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,929 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,084 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $524,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $524,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $593,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $527,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $984,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $282,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $218,880 | CashBOYAmt |
| Cash EOY | $115,582 | CashEOYAmt |
| Cash EOYFMV | $115,582 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,457,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,922,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,678,885 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,676,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,038,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,794,467 | 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 | $6,676,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,038,455 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,676,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,038,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,676,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,038,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,676,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $984,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | $427 | OtherIncreasesAmt |
| Subtotal | $7,661,137 | SubtotalAmt |
| Other Decreases | $622,682 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,038,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $779,777 | GrossSalesPriceAmt |
| Cost Or Other Basis | $656,473 | CostOrOtherBasisAmt |
| Gain Or Loss | $123,304 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $123,304 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,304 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $366,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,282,263 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039430 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $402,514 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,764,324 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045926 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $391,994 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,084,465 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048487 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $333,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,057,559 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055088 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $198,942 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,548,397 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035856 | DistributionYr5Rt |
| Total Distribution | 0.224787 | TotalDistributionRt |
| Average Distribution | 0.044957 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,925,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $446,216 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,823 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $449,039 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $527,854 | 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 | $2,823 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,823 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,823 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,145 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,145 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $322 | OverpaymentAmt |
| Applied To ES Tax | $322 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | ROBIN LOEWENBERG TEBBE | IndividualWithBooksNm |
| Phone | 3124409600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 N MICHIGAN AVENUE NO 930 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES LOEWENBERG | ||||||||
| 900 N MICHIGAN AVENUE SUITE 930 | CHICAGO | IL | 60611 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY LOEWENBERG | ||||||||
| 900 N MICHIGAN AVENUE SUITE 930 | CHICAGO | IL | 60611 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBIN TEBBE | ||||||||
| 900 N MICHIGAN AVENUE SUITE 930 | CHICAGO | IL | 60611 | DIRECTOR | 1.00 | $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 | $9,925,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,076,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,076,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,925,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,823 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,823 | TotalTaxAmt |
| Distributable Before Adj | $493,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $493,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $493,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $527,854 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $527,854 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,823 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $525,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $493,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $190,027 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $527,854 | QualifyingDistributionsAmt |
| Applied To Year1 | $190,027 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $337,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $155,620 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES LOEWENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN LOEWENBERG TEBBE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 N MICHIGAN AVENUE SUITE 930 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3124409600 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO STANDARD APPLICATION FORM. A LETTER IS SUFFICIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL DONEES MUST BE QUALIFYING ORGANIZATIONS UNDER IRC SECTION 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 626 LANDMARK FOUNDATION | |||||||
| 626 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| ANDERSON RANCH NATIONAL COUNCIL | |||||||
| PO BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| ANSHE EMET SYNAGOGUE | |||||||
| 3751 N BROADWAY | CHICAGO | IL | 606134101 | PC | EXEMPT PURPOSE OF ORGANIZATION | $4,710 | |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 606036110 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| ASPEN INSTITUTE OF FELLOWSHIP | |||||||
| 1000 N THIRD ST | ASPEN | CO | 81611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $47,500 | |
| AUXILIARY BOARD OF THE ART INSTITUTE OF CHICAGO | |||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | PC | EXEMPT PURPOSE OF ORGANIZATION | $950 | |
| BIG GREEN | |||||||
| 1637 PEARL ST STE 201 | BOULDER | CO | 803025447 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| BIG SHOULDERS FUND | |||||||
| 212 W VAN BUREN 900 | CHICAGO | IL | 60607 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| BOYS & GIRLS CLUB | |||||||
| 550 W VAN BUREN STREET 350 | CHICAGO | IL | 60607 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,500 | |
| CHICAGO ARCHITECTURE BIENNIAL | |||||||
| 154 N GARLAND CT | CHICAGO | IL | 60602 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| CHICAGO ARCHITECTURE CENTER | |||||||
| 111 E WACKER DR | CHICAGO | IL | 60601 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| CHICAGO ARCHITECTURE FOUNDATION | |||||||
| 111 E WACKER DRIVE SUITE 1321 | CHICAGO | IL | 60601 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,500 | |
| CHICAGO HISTORICAL SOCIETY | |||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | PC | EXEMPT PURPOSE OF ORGANIZATION | $605 | |
| CHICAGO IDEAS | |||||||
| 600 W CHICAGO 620 | CHICAGO | IL | 60654 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN | CHICAGO | IL | 60604 | PC | EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| CHICAGOLAND ENTREPRENEURIAL CENTER - 1871 | |||||||
| 222 MERCHANDISE MART STE 1212 | CHICAGO | IL | 60654 | PC | EXEMPT PURPOSE OF ORGANIZATION | $7,500 | |
| COLLEGE POSSIBLE CHICAGO | |||||||
| 215 W SUPERIOR ST 300 | CHICAGO | IL | 60654 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| CPS LIVES | |||||||
| 1244 N STATE PARKWAY | CHICAGO | IL | 60610 | PC | EXEMPT PURPOSE OF ORGANIZATION | $250 | |
| ERIKSON INSTITUTE | |||||||
| 451 N LASALLE DR | CHICAGO | IL | 60654 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| FIELD MUSEUM | |||||||
| 1400 SOUTH LAKE SHORE DRIVE | CHICAGO | IL | 606052496 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| FREINDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| GIORDANO DANCE CHICAGO | |||||||
| 1754 N CLARK STREET | CHICAGO | IL | 60614 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,600 | |
| GLOBAL HEALTH INITIATIVE | |||||||
| 3744 S MICHIGAN AVE | CHICAGO | IL | 60653 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| JAZZ ASPEN SNOWMASS | |||||||
| 110 E HALLAM ST 104 | ASPEN | CO | 81611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,375 | |
| JEWISH FEDERATION OF PALM BEACH | |||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | PC | EXEMPT PURPOSE OF ORGANIZATION | $20,000 | |
| JUF | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | PC | EXEMPT PURPOSE OF ORGANIZATION | $110,630 | |
| JWF | |||||||
| 500 SOUTH AUSTRALIAN AVE 5TH FLOOR | WEST PALM BEACH | FL | 33401 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100 | |
| LATIN SCHOOL OF CHICAGO | |||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| LEAGUE OF THE CSOA ANNUAL FUND | |||||||
| 220 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 606042559 | PC | EXEMPT PURPOSE OF ORGANIZATION | $200 | |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 88 PINE STREET SUITE 2400 | NEW YORK | NY | 10005 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| BOYS & GIRLS CLUBS OF CHICAGO INC | |||||||
| 2102 W MONROE STREET | CHICAGO | IL | 60612 | PC | EXEMPT PURPOSE OF ORGANIZATION | $7,500 | |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $15,300 | |
| MUSEUM OF SCIENCE & INDUSTRY | |||||||
| 5700 S LAKE SHORE DR | CHICAGO | IL | 60637 | PC | EXEMPT PURPOSE OF ORGANIZATION | $7,500 | |
| MUSICARES | |||||||
| 633 WEST FIFTH STREET SUITE 1800 | LOS ANGELES | CA | 90071 | PC | EXEMPT PURPOSE OF ORGANIZATION | $6,500 | |
| NATIONAL MS SOCIETY | |||||||
| 1800 M STREET NW SUITE B50 NORTH | WASHINGTON | DC | 20036 | PC | EXEMPT PURPOSE OF ORGANIZATION | $800 | |
| NAVY PIER | |||||||
| 600 E GRAND AVE | CHICAGO | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| NORTHWESTERN MEMORIAL FOUNDATION - NBTI | |||||||
| 251 E HURAN STREET GATTER PAVILLION | CHICAGO | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $7,500 | STE 3-200 |
| NORTON MUSEUM OF ART | |||||||
| 1450 DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| OUNCE OF PREVENTION | |||||||
| 33 WEST MONROE STREET SUITE 1200 | CHICAGO | IL | 606036110 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 750 NORTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| SOMERVILLE EDUCATION FOUNDATION | |||||||
| 17 KIDDER AVE | SOMERVILLE | MA | 021442005 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| ST CHRYSOSTOM'S | |||||||
| 1424 N DEARBORN ST | CHICAGO | IL | 60610 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| TEACHING TOLERANCE | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | PC | EXEMPT PURPOSE OF ORGANIZATION | $12,000 | |
| THE EVERGLADES FOUNDATION INC | |||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS | |||||||
| 5807 S WOODLAWN AVENUE STE 207 | CHICAGO | IL | 60637 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| THE WOMAN'S BOARD OF RUSH (RUMC) | |||||||
| 1725 W HARRISON ST SUITE 545 | CHICAGO | IL | 60612 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| PO BOX 1852 | HIGHLAND PARK | IL | 600357852 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,250 | |
| UNITED WAY OF PALM BEACHES | |||||||
| 477 S ROSEMARY AVE 230 | WEST PALM BEACH | FL | 33401 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,500 | |
| UNIVERSITY OF CHICAGO CANCER RESEARCH - UCCRF | |||||||
| 130 EAST RANDOLPH STREET SUITE 2500 | CHICAGO | IL | 60601 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| WATER SAFETY PATROL | |||||||
| 451 OUTING ST | WILLIAMS BAY | WI | 53191 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $524,770 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,315 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,304 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$7,908 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$63 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,908 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $344,556 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $336,648 | 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 | JAMES R LOEWENBERG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 VIA TORTUGA | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,241,559 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 27,299 SHARES OF AKRE FOCUS FUND | NoncashPropertyDesc |
| Fair Market Value | $1,241,559 | FairMarketValueAmt |
| Received | 2019-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,090 | Amt |
| Net Investment Income | $3,045 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,045 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HOME DEPOT INC | $502,560 | $1,259,397 |
| STARBUCKS CORP | $163,754 | $1,131,091 |
| CONOCOPHILLIPS | $300,051 | $462,103 |
| ALLSTATE CORP | $143,703 | $235,695 |
| AT&T INC | $66,986 | $528,674 |
| AMERICAN EXPRESS | $58,958 | $129,096 |
| CORNING INC | $39,549 | $60,898 |
| ENTERPRISE PRODUCTS PARTNERS | $29,336 | $65,134 |
| ROYAL DUTCH SHELL ADR EA REP 2 CL A | $239,553 | $277,265 |
| ZOETIS INC COM USDO.01 CL A | $210,929 | $672,073 |
| UNITED TECHNOLOGIES | $103,869 | $130,141 |
| MASTERCARD INCORPORATED | $277,176 | $584,639 |
| FPA CRESCENT FUND | $1,778,041 | $1,801,122 |
| FIRST EAGLE GLOBAL CL I | $443,552 | $476,520 |
| THORNBURG INCOME BUILDER CL I | $567,634 | $611,346 |
| AKRE FOCUS FUND INSTL | $992,912 | $1,994,475 |
| DFA US CORE QUITY | $452,223 | $595,764 |
| BROADCOM INC COM | $48,741 | $145,686 |
| WELLINGTON FD ADMIRAL SHS | $503,346 | $517,766 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK BASIS ADJUSTMENT | Desc |
| Amt | $622,682 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $324 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| Revenue And Expenses Per Books | -$7,971 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$63 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$7,971 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $427 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $54,265 | Amt |
| Net Investment Income | $54,265 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,929 | $4,929 | $0 |
| US TREASURY | $3,145 | $0 | $0 |
| ILLINOIS CHARITY BUREAU | $15 | $0 | $15 |