HOCHBERG FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOCHBERG FAMILY FOUNDATION (EIN 36-3152002)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-03-23
- IRS object ID
- 201910829349100201
- Schema version
- 2017v2.3
- 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 | 2019-03-23T09:00:24-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | 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 | 2017-12-01 | 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 ROAD 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 | 2019-02-18 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.130.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-18 | IPDt |
| IP Tm | 15:56:39 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D4787C3A11A4CB7499800F25394538F5E33A1AF0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B480E7B72FBF9EB2EFCEA7B06503685839BE52F3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,999,563 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $183,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,558 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,125,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,125,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,125,770 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$17,487 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$17,684 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $197 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,345,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,294,915 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $197 | 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 | $10,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,375 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $193 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $193 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,636 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,095 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,080 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,066,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,066,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,121,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,071,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $223,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,245,631 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $197 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $180,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,389,972 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,621,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,419,109 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,391,988 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,444,967 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,461,314 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,962,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,185,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,999,563 | 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 | $7,962,389 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,185,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,962,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,185,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,962,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,185,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,962,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $223,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,186,341 | SubtotalAmt |
| Other Decreases | $1,202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,185,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BAXTER STREET FUND | P | $30,265 | $30,265 | $30,265 |
| BAXTER STREET FUND | P | $22,105 | $22,105 | $22,105 |
| SAVILE ROW MANAGED | P | $19,673 | $19,673 | $19,673 |
| FIDELITY 7053 | P | $968,213 | $968,213 | $968,213 |
| CAPITAL GAINS DIVIDENDS | P | $85,514 | $85,514 | $85,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,125,770 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $797,745 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,887,273 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089763 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $979,564 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,997,660 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.122481 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $747,433 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,637,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $616,060 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,282,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $712,766 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,433,380 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.131183 | DistributionYr5Rt |
| Total Distribution | 0.504341 | TotalDistributionRt |
| Average Distribution | 0.100868 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,495,138 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $856,888 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,456 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $869,344 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,071,876 | 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 | $12,456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,864 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,864 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $592 | 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 |
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 | $6,982,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,461,314 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,624,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,624,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,495,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $424,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $424,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,456 | TotalTaxAmt |
| Distributable Before Adj | $412,301 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,301 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,301 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,071,876 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,071,876 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,456 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,059,420 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,301 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $712,766 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $616,060 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $334,496 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $581,507 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $357,259 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,602,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,071,876 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $412,301 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $659,575 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,261,663 | 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 | $712,766 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,548,897 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $616,060 | ExcessFromYear4Amt |
| Excess From Year3 | $334,496 | ExcessFromYear3Amt |
| Excess From Year2 | $581,507 | ExcessFromYear2Amt |
| Excess From Year1 | $357,259 | ExcessFromYear1Amt |
| Excess From Current Year | $659,575 | 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 (87 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AKIVA-SCHECHTER JEWISH DAY SCHOOL | |||||||||||
| 5235 S CORNELL AVENUE | CHICAGO | IL | 60615 | NONE | PC | CHARITABLE | $12,500 | ||||
| ALL STARS PROJECT | |||||||||||
| 53 W JACKSON BLVD 1135 | CHICAGO | IL | 60604 | NONE | PC | CHARITABLE | $250 | ||||
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||||||||
| 122 E 42ND ST 1519 | NEW YORK | NY | 10168 | NONE | PC | CHARITABLE | $500 | ||||
| AMERICAN FRIENDS OF ISRAEL SPORT CENTER FOR THE DISABLED | |||||||||||
| ONE NORTHFIELD PLAZA | NORTHFIELD | IL | 60093 | NONE | PC | CHARITABLE | $2,500 | ||||
| AMERICAN FRIENDS OF NETANYA COLLEGE | |||||||||||
| 270 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $5,000 | ||||
| AMERICAN ISRAELI COOPERATIVE ENTERPRISE | |||||||||||
| 2810 BLAINE DRIVE | CHEVY CHASE | MD | 20815 | NONE | PC | CHARITABLE | $2,500 | ||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||||||
| 220 E 42ND STREET STE 400 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $11,000 | ||||
| AMERICAN SUPPORT FOR ISRAEL | |||||||||||
| 352 SEVENTH AVENUE STE 400 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $2,500 | ||||
| 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 | ||||
| ATLANTA SYMPHONY ORCHESTRA | |||||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | CHARITABLE | $250 | ||||
| AVENUES TO INDEPENDENCE | |||||||||||
| 515 BUSSE HWY | PARK RIDGE | IL | 60068 | NONE | PC | CHARITABLE | $1,000 | ||||
| BHC FOUNDATION | |||||||||||
| 2050 LARKIN AVE 101 | ELGIN | IL | 60123 | NONE | PC | CHARITABLE | $2,500 | ||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PC | CHARITABLE | $5,000 | ||||
| BOYS SCOUTS OF AMERICA | |||||||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75015 | NONE | PC | CHARITABLE | $750 | ||||
| BRIGHT STAR COMMUNITY OUTREACH | |||||||||||
| 4518 S COTTAGE GROVE | CHICAGO | IL | 60653 | NONE | PC | CHARITABLE | $1,000 | ||||
| CA ONCOLOGY RESEARCH | |||||||||||
| 1158 26TH STREET | SANTA MONICA | CA | 90403 | NONE | PC | CHARITABLE | $5,000 | ||||
| CAMERA | |||||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PC | CHARITABLE | $3,000 | ||||
| CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY | |||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $50,000 | ||||
| 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 | ||||
| CONGREGATION MICAH | |||||||||||
| 2001 OLD HICKORY BLVD | BRENTWOOD | TN | 37027 | NONE | PC | CHARITABLE | $8,000 | ||||
| DAVID HOROWITZ FREEDOM CENTER | |||||||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | NONE | PC | CHARITABLE | $10,000 | ||||
| EB RESEARCH PARTNERSHIP | |||||||||||
| 132 EAST 43RD ST STE 432 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $1,000 | ||||
| EL MEDIO INC | |||||||||||
| 600 BRICKELL AVE | MIAMI | FL | 33131 | NONE | PC | CHARITABLE | $20,000 | ||||
| ERIKA'S LIGHTHOUSE | |||||||||||
| 897 GREEN BAY ROAD | WINNETKA | IL | 60093 | NONE | PC | CHARITABLE | $1,000 | ||||
| FAO AMERICAN FRIENDS OF ORR SHALOM | |||||||||||
| 3708 ENTERPRISE DRIVE | JANESVILLE | WI | 53546 | NONE | PC | CHARITABLE | $10,000 | ||||
| FIRST SONS OF ISRAEL - ST AUGUSTINE FL | |||||||||||
| 161 CORDOVA ST | ST AUGUSTINE | FL | 32084 | NONE | PC | CHARITABLE | $2,500 | ||||
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||||||
| 1800 M ST NW | WASHINGTON | DC | 20033 | NONE | PC | CHARITABLE | $60,000 | ||||
| FOUNDATION FOR JEWISH CAMP | |||||||||||
| 253 W 35TH ST | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $250 | ||||
| FRIENDS OF ELNET | |||||||||||
| 5215 OLD ORCHARD ROAD STE 880 | SKOKIE | IL | 60077 | NONE | PC | CHARITABLE | $320,000 | ||||
| FRIENDS OF IDF | |||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | CHARITABLE | $110,000 | ||||
| HARMONY PROJECT | |||||||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | NONE | PC | CHARITABLE | $10,000 | ||||
| HEBREW UNION COLLEGE | |||||||||||
| NONE | PC | CHARITABLE | $51,200 | KING DAVID 13 | JERUSALEM | 9410125 | IS | ||||
| HILLEL AT UNIVERSITY OF WI | |||||||||||
| 611 LANGDON ST | MADISON | WI | 53703 | NONE | PC | CHARITABLE | $9,000 | ||||
| HILLEL AT WASHINGTON UNIVERSITY | |||||||||||
| 4745 17TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | CHARITABLE | $860 | ||||
| HUDSON INSTITUTE | |||||||||||
| 1201 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PC | CHARITABLE | $10,000 | ||||
| IL COUNCIL AGAINST HANDGUN VIOLENCE | |||||||||||
| 222 S MORGAN STREET SUITE 4A | CHICAGO | IL | 60607 | NONE | PC | CHARITABLE | $5,000 | ||||
| ILLINOIS HOLOCAUST MUSEUM | |||||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 600771025 | NONE | PC | CHARITABLE | $5,000 | ||||
| ISRAEL CANCER RESEARCH FUND | |||||||||||
| 52 VANDERBILT AVE STE 1510 | NEW YORK | NY | 100173834 | NONE | PC | CHARITABLE | $2,500 | ||||
| JET JEWISH EDUCATION TEAM | |||||||||||
| 6708 N FRANCISCO AVE | CHICAGO | IL | 60645 | NONE | PC | CHARITABLE | $250 | ||||
| JEWISH BOOK COUNCIL | |||||||||||
| 520 8TH AVE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $5,000 | ||||
| JEWISH CHILD AND FAMILY SERVICES | |||||||||||
| 216 W JACKSON BLVD 800 | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $1,000 | ||||
| JEWISH UNITED FUND | |||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $250 | ||||
| JEWISH VOCATIONAL SERVICES | |||||||||||
| 135 N ARLINGTON HEIGHTS RD 104 | BUFFALO GROVE | IL | 60089 | NONE | PC | CHARITABLE | $500 | ||||
| JEWISH WORLD WATCH | |||||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | CHARITABLE | $5,000 | ||||
| JFAM | |||||||||||
| 111 CHICAGO BLVD | CHICAGO | IL | 60015 | NONE | PC | CHARITABLE | $5,000 | ||||
| JOHN WAYNE CANCER CENTER | |||||||||||
| 2200 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE | $2,500 | ||||
| KESHET | |||||||||||
| 600 ACADEMY DR 130 | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $1,800 | ||||
| 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 | $500 | ||||
| LANDMARKS IL | |||||||||||
| 30 N MICHIGAN AVE 2020 | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $1,000 | ||||
| LEGAL COUNCIL FOR HEALTH JUSTICE | |||||||||||
| 17 N STATE ST SUITE 900 | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $250 | ||||
| LUPUS SOCIETY OF IL | |||||||||||
| 411 S WELLS ST 710 | CHICAGO | IL | 60607 | NONE | PC | CHARITABLE | $500 | ||||
| MERONA CAMPUS LEADERSHIP FOUNDATION | |||||||||||
| 16027 VENTURA BLVD | ENCINO | CA | 914362728 | NONE | PC | CHARITABLE | $2,500 | ||||
| MISHKAN CHICAGO | |||||||||||
| 4001 N RAVENSWOOD AVE 108 | CHICAGO | IL | 60613 | NONE | PC | CHARITABLE | $1,000 | ||||
| NATIONAL PARK FOUNDATION | |||||||||||
| 1110 VERMONT AVENUE NW NO 200 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $100 | ||||
| NGO MONITOR | |||||||||||
| NONE | PC | CHARITABLE | $6,000 | 10 YAD HARUTZIM ST | JERUSALEM | 9342148 | IS | ||||
| NORTH SUBURBAN SYNAGOGUE | |||||||||||
| 1175 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $1,080 | ||||
| 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 | $20,000 | ||||
| PARKINSON'S DISEASE RESEARCH SOCIETY | |||||||||||
| CENTRAL DUPAGE HOSPITAL WINFIELD RD | WINFIELD | IL | 60190 | NONE | PC | CHARITABLE | $500 | ||||
| PRESBYTERIANS FOR MIDDLE EAST PEACE | |||||||||||
| 1500 W BARTLETT WAY | CHANDLER | AZ | 85248 | NONE | PC | CHARITABLE | $5,000 | ||||
| PROCLAIMING JUSTICE TO THE NATIONS INC | |||||||||||
| PO BOX 682711 | FRANKLIN | TN | 370682711 | NONE | PC | CHARITABLE | $50,000 | ||||
| RABBINICAL ASSEMBLY | |||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | CHARITABLE | $1,800 | ||||
| RAND CORP | |||||||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 904013208 | NONE | PC | CHARITABLE | $5,000 | ||||
| ROCHELLE ZELL JEWISH HIGH SCHOOL | |||||||||||
| 1095 LAKE COOK RD | DEERFIELD | IL | 60015 | NONE | PC | CHARITABLE | $25,000 | ||||
| SAVE A PET | |||||||||||
| 31664 N FAIRFIELD RD | GRAYSLAKE | IL | 60030 | NONE | PC | CHARITABLE | $250 | ||||
| SIMON WIESENTHAL CENTER | |||||||||||
| 1399 ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | CHARITABLE | $1,800 | ||||
| SISTER ROSE THERING FUND | |||||||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | CHARITABLE | $5,000 | ||||
| SNOW CITY ARTS FOUNDATION | |||||||||||
| 63 S HERMITAGE AVE | CHICAGO | IL | 60612 | NONE | PC | CHARITABLE | $250 | ||||
| STAND WITH US | |||||||||||
| PO BOX 340169 | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE | $110,000 | ||||
| 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 | $500 | ||||
| THE BROAD STAGE | |||||||||||
| 1310 11TH ST | SANTA MONICA | CA | 90401 | NONE | PC | CHARITABLE | $1,500 | ||||
| THE CHICAGO JEWISH NEWS | |||||||||||
| 4638 W CHURCH ST | SKOKIE | IL | 60076 | NONE | PC | CHARITABLE | $1,556 | ||||
| THE CHICAGO LIGHTHOUSE | |||||||||||
| 1850 WEST ROOSEVELT ROAD | CHICAGO | IL | 60608 | NONE | PC | CHARITABLE | $2,500 | ||||
| THE JEWISH MUSEUM | |||||||||||
| 1109 5TH AVE E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $140 | ||||
| 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 AGAINST NUCLEAR IRAN | |||||||||||
| PO BOX 1028 | NEW YORK | NY | 10185 | NONE | PC | CHARITABLE | $8,000 | ||||
| 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 | ||||
| YESHIVA GEDOLAH | |||||||||||
| 5444 WEST OLYMPIC BOULEVARD | LOS ANGELES | CA | 90036 | NONE | PC | CHARITABLE | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,066,486 | 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 | $3,271 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,558 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,125,770 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME - SAVILE ROW MANAGED FUTURES | 18 | -$17,395 |
| OTHER INCOME - BAXTER STREET FUND | 18 | -$289 |
| MISC. INCOME | $197 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,295,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,295,112 | 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 Person | ANDREW HOCHBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SOUTH DEERE PARK | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,750 | Amt |
| Net Investment Income | $5,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,375 | 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 | $6,621,032 | EOYBookValueAmt |
| EOYFMV | $6,419,109 | 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 | $320,526 | $320,526 |
| INVESTMENT IN ANCHOR BOLT OFFSHORE FUND | AT COST | $250,000 | $266,347 |
| INVESTMENT IN BAXTER STREET FUND | AT COST | $574,761 | $574,761 |
| INVESTMENT IN SAVILE ROW FINANCIALS HEDGED | AT COST | $149,805 | $149,805 |
| INVESTMENT IN SAVILE ROW HEALTHCARE HEDGED | AT COST | $149,875 | $149,875 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,202 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $75 | $75 | $0 | $0 |
| FILING FEES | $15 | $0 | $0 | $15 |
| THROUGH SAVILE ROW FINANCIALS HEDGED | $195 | $195 | $0 | $0 |
| THROUGH SAVILE ROW MANAGED FUTURES T | $4,241 | $4,241 | $0 | $0 |
| THROUGH SAVILE ROW HEALTHCARE HEDGED | $125 | $125 | $0 | $0 |
| THROUGH BAXTER STREET FUND | $6,734 | $6,734 | $0 | $0 |
| FIDELITY FEES | $30,710 | $30,710 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - SAVILE ROW MANAGED FUTURES | -$17,395 | -$17,395 | $0 |
| OTHER INCOME - BAXTER STREET FUND | -$289 | -$289 | $0 |
| MISC. INCOME | $197 | $197 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,636 | Amt |
| Net Investment Income | $1,636 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |