JULIAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JULIAN FAMILY FOUNDATION (EIN 47-6662944)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-11
- IRS object ID
- 201921319349100302
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-11T06:35:14-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 STE 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 | 2018-01-01 | 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 | CO 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 | 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 |
| Signature | 2019-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET A NAGELA | PreparerPersonNm |
| PTIN | P00439254 | PTIN |
| Phone | 3123321111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $3,563,943 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $334,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,323 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $583 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $583 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $531,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,205 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,581 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,581 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $30,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,409 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,394 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,570,372 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,570,372 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,608,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,570,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,077,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,821 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,940 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,082,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,236,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,687,113 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,027,324 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $817,518 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $825,890 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,181,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,104,550 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,563,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,181,993 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,104,550 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,181,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,104,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,181,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,104,550 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,181,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,077,443 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,104,550 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,104,550 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST A/C 5037 - VARIOUS | P | 2018-12-31 | 2018-12-31 | $39,209 | $43,994 | -$4,785 | -$4,785 |
| NORTHERN TRUST A/C 5037 - VARIOUS | P | 2018-12-31 | 2018-12-31 | $291,810 | $262,401 | $29,409 | $29,409 |
| Capital Gain Dividends | $3,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,323 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $953,062 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,627,616 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.20595 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $445,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,406,591 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10117 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $417,908 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,593,848 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07471 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $4,925,000 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.381832 | TotalDistributionRt |
| Average Distribution | 0.095458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,358,979 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $416,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $948 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $417,047 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,570,372 | 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 | $948 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $948 | SubtotalAmt |
| Tax Based On Investment Income | $948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $52 | OverpaymentAmt |
| Applied To ES Tax | $52 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT T NAPIER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123321111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HH 333 W WACKER DR STE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,351,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,148 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,425,359 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,425,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,358,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,949 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,949 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $948 | TotalTaxAmt |
| Distributable Before Adj | $217,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $217,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $217,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,570,372 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,570,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $948 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,569,424 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,001 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $124,731 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $226,165 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $723,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,074,319 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,570,372 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $217,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,353,371 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,427,690 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,427,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $124,731 | ExcessFromYear3Amt |
| Excess From Year2 | $226,165 | ExcessFromYear2Amt |
| Excess From Year1 | $723,423 | ExcessFromYear1Amt |
| Excess From Current Year | $1,353,371 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LORETTA N JULIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMOST HOME KIDS - CHICAGO | |||||||
| 211 E GRAND AVENUE 6TH FLOOR | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $1,000 |
| CHICAGO SYMPHYONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | GENERAL PURPOSES | $5,500 |
| MUSIC TEACHERS NATIONAL ASSOC MTNA | |||||||
| 1 W 4TH STREET SUITE 1550 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL PURPOSES | $1,000 |
| ST SABINA CHURCH | |||||||
| 1210 W 78TH PLACE | CHICAGO | IL | 60620 | NONE | PC | GENERAL PURPOSES | $5,000 |
| FAULKNER CHAMBER MUSIC FESTIVAL | |||||||
| 316 E 11TH STREET | LITTLE ROCK | AR | 72202 | NONE | PC | GENERAL PURPOSES | $5,000 |
| GRANT PARK SYMPHONY MUSIC FESTIVAL | |||||||
| 205 W RANDOLPH STREET 4TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $7,500 |
| MORTON ARBORETUM | |||||||
| 4100 IL-53 | LISLE | IL | 60532 | NONE | PC | GENERAL PURPOSES | $10,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $13,500 |
| MERIT SCHOOL OF MUSIC | |||||||
| 38 S PEORIA STREET | CHICAGO | IL | 60607 | NONE | PC | GENERAL PURPOSES | $1,283 |
| LEAGUE OF AMERICAN ORCHESTRAS LAO | |||||||
| 33 W 60TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSES | $25,420 |
| CEDILLE CHICAGO | |||||||
| 1205 W BALMORAL AVENUE | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $40,000 |
| CHICAGO OPERA THEATER | |||||||
| 70 E LAKE STREET SUITE 415 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $1,250 |
| ELMHURST COLLEGE | |||||||
| 90 S PROSPECT AVENUE | ELMHURST | IL | 60126 | NONE | PC | GENERAL PURPOSES | $60,252 |
| SOLTI FOUNDATION | |||||||
| 1555 SHERMAN AVENUE SUITE 310 | EVANSTON | IL | 60201 | NONE | PC | GENERAL PURPOSES | $5,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | GENERAL PURPOSES | $1,258,593 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $62,144 |
| INTERNATIONAL MUSIC FOUNDATION | |||||||
| 11 E ADAMS STREET SUITE 350B | CHICAGO | IL | 60603 | NONE | PC | GENERAL PURPOSES | $1,000 |
| WFMT | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL PURPOSES | $5,000 |
| WELLNESS HOUSE | |||||||
| 31 N COUNTY LINE ROAD | HINSDALE | IL | 60521 | NONE | PC | GENERAL PURPOSES | $1,000 |
| MUSIC INSTITUTE OF CHICAGO | |||||||
| 65 E HURON STREET | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $11,000 |
| THE FIELD MUSEUM | |||||||
| 400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL PURPOSES | $1,000 |
| CHICAGO YOUTH SYMPHONY ORCHESTRA | |||||||
| 410 S MICHIGAN AVENUE SUITE 833 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $2,500 |
| BEYOND THE ARIA | |||||||
| 205 E RANDOLPH DRIVE | CHICAGO | IL | 60601 | 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 |
| THIRD COAST PERCUSSION | |||||||
| 4045 N ROCKWELL STREET | CHICAGO | IL | 60618 | NONE | PC | GENERAL PURPOSES | $10,000 |
| CHICAGO ARCHITECTURAL FOUNDATION | |||||||
| 111 E WACKER STREET | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $3,000 |
| COMPANY OF FOLK | |||||||
| 5455 N SHERIDAN ROAD | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $1,000 |
| MERIT SCHOOL OF MUSIC | |||||||
| 38 S PEORIA STREET | CHICAGO | IL | 60607 | NONE | PC | GENERAL PURPOSES | $30,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,570,372 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,297 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $583 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,624 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,699 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,506 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,699 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,205 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | LORETTA N JULIAN | ContributorPersonNm |
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 | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN - EQUITIES - 5037 | $1,530,932 | $1,939,482 |
| NORTHERN - EQUITIES - 9926 | $472,572 | $524,302 |
| NORTHERN - EQUITIES - 0636 | $231,593 | $220,635 |
| WILLIAM BLAIR - EQUITIES | $995 | $2,694 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN - FIXED INCOME - 5037 | AT COST | $705,124 | $699,576 |
| NORTHERN - COMMODITIES - 5037 | AT COST | $112,394 | $126,314 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRISON & HELD, LLP - LEGAL AND TAX | CategoryTxt |
| Legal Fees | $2,581 | LegalFeesAmt |
| Net Investment Income | $2,581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $583 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $583 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NORTHERN OTHER EXPENSES | $6 | $6 | $0 | $0 |
| NORTHERN TRUST AGENCY FEES | $25,623 | $25,623 | $0 | $0 |
| NORTHERN TRUST MANAGEMENT FEES | $4,780 | $4,780 | $0 | $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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2017 EXCISE TAX | $892 | |
| 2018 ESTIMATED EXCISE TAX | $1,000 | |
| FOREIGN TAXES PAID | $3,394 | $3,394 |
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