EUGENE AND JANET LERNER FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EUGENE AND JANET LERNER FAMILY FOUNDATION INC (EIN 36-3674212)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349106130
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T15:16:07-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1123 NORTH WACKER DRIVE SUITE 1400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363674212EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EUGENE AND JANET LERNER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEUGEBusinessNameControlTxt
Phone8473376891PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11205 W SHERWIN AVE 815AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60626ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA LERNERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8473376891PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES A SALAZARPreparerPersonNm
PTINP00148572PTIN
Phone2126971000PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,098,507FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,863,562ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$221InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$221InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$456,891DividendsRevAndExpnssAmt
Dividends Net Invst Incm$456,885DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$662,139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,483,798GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$662,139CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$26,370OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$22,287OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$7,009,183TotalRevAndExpnssAmt
Total Net Invst Incm$1,141,532TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,500CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$101LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$101LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,055AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,605AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$131,096OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$131,096OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$2,521InterestRevAndExpnssAmt
Interest Net Invst Incm$2,521InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,706TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,706TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$22,619OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,239OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$180,098TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$153,512TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,206TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,179,461ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,179,461ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,359,559TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$153,512TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,185,667TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,649,624ExcessRevenueOverExpensesAmt
Net Investment Income$988,020NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$233,368SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$111,128SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$111,128SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$25,100OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$25,100OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$25,100OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$25,100OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$246,485USGovernmentObligationsBOYAmt
US Government Obligations EOY$483,439USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$483,426USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,082,403CorporateStockBOYAmt
Corporate Stock EOY$7,558,610CorporateStockEOYAmt
Corporate Stock EOYFMV$13,121,876CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,076,323CorporateBondsBOYAmt
Corporate Bonds EOY$4,097,505CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,087,252CorporateBondsEOYFMVAmt
Other Investments BOY$1,220,405OtherInvestmentsBOYAmt
Other Investments EOY$1,261,669OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,269,725OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,884,084TotalAssetsBOYAmt
Total Assets EOY$13,537,451TotalAssetsEOYAmt
Total Assets EOYFMV$19,098,507TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,884,084RetainedEarningBOYAmt
Retained Earning EOY$13,537,451RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,884,084TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,537,451TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,884,084TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,537,451TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,884,084TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,649,624ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,533,708SubtotalAmt
Other Decreases$1,996,257OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,537,451TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$6,348,172$5,667,793$680,379$680,379
ECA MARCELLUS TRUST I$4,626$32,371-$27,745-$27,745P2020-01-012024-12-31
ENERGY TRANSFER LP SERIES A$131,000$121,495$9,505$9,505P2020-01-012024-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$662,139CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,733InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,733SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,733TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,039EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$29,039TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$15,306OverpaymentAmt
Applied To ES Tax$15,306AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURA LERNERIndividualWithBooksNm
Phone7737193038PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11205 W SHERWIN AVE 815AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60626ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURA LERNER
6350 N LAKEWOOD AVECHICAGOIL60660PRESIDENT15.00$5,000$0$0
SUSAN COHN
840 N LAKE SHORE DR 1703CHICAGOIL60611SECRETARY5.00$0$0$0
AARON COHN
1907 BOSWORTH LANENORTHFIELDIL60093TREASURER5.00$0$0$0
LEE COHN
420 W GRAND AVE 2ECHICAGOIL60654DIRECTOR5.00$0$0$0
DEAN LERNER
6773 E GELDING DRIVESCOTTSDALEIL85254DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDELITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 LAKE COOK RD SUITE 210AddressLine1Txt
CityDEERFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$131,096CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,570,176AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$172,248AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,253,943FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,996,367TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,996,367AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$239,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,756,421NetVlNoncharitableAssetsAmt
Minimum Investment Return$787,821MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$787,821MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,733TaxBasedOnInvestmentIncomeAmt
Total Tax$13,733TotalTaxAmt
Distributable Before Adj$774,088DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$774,088DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$774,088DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,185,667ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,185,667QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$774,088DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$626,868ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$524,676ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$416,984ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$409,693ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$528,727ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,506,948TotalExcessDistributionCyovAmt
Qualifying Distributions$1,185,667QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$774,088AppliedToCurrentYearAmt
Remaining Distri From Corpus$411,579RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,918,527TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$626,868ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,291,659ExcessDistriCyovToNextYrAmt
Excess From Year4$524,676ExcessFromYear4Amt
Excess From Year3$416,984ExcessFromYear3Amt
Excess From Year2$409,693ExcessFromYear2Amt
Excess From Year1$528,727ExcessFromYear1Amt
Excess From Current Year$411,579ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANRA (ADVANCES IN NEUROBLASTOMA RESEARCH ASSN)
3501 CIVIC CENTER BLVD CTRB ROOM3018PHILADELPHIAPA191043820NONEPCCHARITY$60,000
BAYIT BRIGADE
1235 N CLYBOURN AVE STE 237CHICAGOIL60610NONEPCCHARITY$5,000
BET TZEDEK
3250 WILSHIRE BLVD SUITE 1301LOS ANGELESCA90010NONEPCCHARITY$5,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087NONEPCCHARITY$100,000
BLUES FOUNDATION
421 SOUTH MAIN STREETMEMPHISTN38103NONEPCCHARITY$5,000
CAL POLY FOUNDATION
1 GRAND AVENUE HERON HALL 117/116SAN LUIS OBISPOCA93407NONEPCCHARITY$15,000
CENTRAL TEXAS FOOD BANK
6500 METROPLOIS DRAUSTINTX78744NONEPCCHARITY$10,000
CONQUER CANCER FOUNDATION
2318 MILL ROAD 800ALEXANDRIAVA22314NONEPCCHARITY$15,000
DESERT LABRADOR RETRIEVER RESCUE
PO BOX 10575GLENDALEAZ85318NONEPCCHARITY$5,000
DIGESTIVE HEALTH CENTER
27864 IRMA LEE CIRCLE 101LAKE FORESTIL60045NONEPCCHARITY$7,500
DUKE UNIVERSITY
300 W MORGAN ST SUITE 1000DURHAMNC27701NONEPCCHARITY$5,000
EVANSTON ANIMAL SHELTER
2310 OAKTON STEVANSTONIL60202NONEPCCHARITY$10,000
FIDV BEIT HALOCHEM
1133 BROADWAY SUITE 232NEW YORKNY10010NONEPCCHARITY$5,000
FISHER HOUSE FOUNDATION
111 ROCKVILLE PIKE SUITE 420ROCKVILLEMD208505168NONEPCCHARITY$10,000
FRIENDS OF ELNET
5215 OLD ORCHARD RD 880SKOKIEIL60077NONEPCCHARITY$100,000
FRIENDS OF THE IDF
29 E MADISON STCHICAGOIL606024550NONEPCCHARITY$10,000
HADASSAH
60 REVERE DR 800NORTHBROOKIL60062NONEPCCHARITY$10,000
ISRAEL CANCER RESEARCH FUND
1 NORTHFIELD PLAZA 235NORTHFIELDIL60093NONEPCCHARITY$51,000
JEWISH COALITION FOR DISASTER RELIEF
711 THIRD AVE FLOOR 10NEW YORKNY100174014NONEPCCHARITY$10,000
JEWISH POCET
8939 KARLOVSKOKIEIL60076NONEPCCHARITY$5,000
JEWISH UNITED FUND
30 S WELLS STCHICAGOIL60606NONEPCCHARITY$275,000
JUDD GOLDMAN ADOPTIVE SAILING FOUNDATION
623 W LAKE ST SUITE 150CHICAGOIL60661NONEPCCHARITY$25,000
KESHET
600 ACADEMY DR 130NORTHBROOKIL60062NONEPCCHARITY$112,500
LEARNING DISABILITIES ASSOCIATION OF ILLINOIS
10101 SOUTH ROBERTS ROAD SUITE 205PALOS HILLSIL604651556NONEPCCHARITY$20,000
LOS ANGELES COUNTY MUSEUM OF ART (LACMA)
5905 WILSHIRE BLVDLOS ANGELESCA90036NONEPCCHARITY$5,000
MAX MCGRAW WILDLIFE FOUNDATION
14N322 IL ROUTE 25DUNDEEIL60118NONEPCCHARITY$11,961
NADD
132 FAIR STREETKINGSTONNY12401NONEPCCHARITY$5,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH ST FLOOR 11NEW YORKNY10011NONEPCCHARITY$5,000
NEW ISRAEL FUND
235 MONTGOMERY ST 920SAN FRANCISCOCA941043000NONEPCCHARITY$40,000
OLIN SANG RUBY UNION INSTITUTE CAMP
600 LOC LA BELLE DRIVEOCONOMOWOCWI53066NONEPCCHARITY$50,000
OPENDORMEDIA
1110 W OAKLAND BLVD 288SUNRISEFL333516808NONEPCCHARITY$50,000
PHOENIX ART MUSEUM
1525 N CENTRAL AVEPHOENIXAZ85004NONEPCCHARITY$10,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STNEW YORKNY10038NONEPCCHARITY$10,000
RIVENDELL THEATRE ENSEMBLE
5779 N RIDGE AVECHICAGOIL60660NONEPCCHARITY$10,000
SEMPER FI FUND
825 COLLEGE BLVD SUITE 102 PMB 609OCEANSIDECA92057NONEPCCHARITY$10,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805NONEPCCHARITY$20,000
SOCIAL VENTURE PARTNERS
PO BOX 24111SEATTLEWA98124NONEPCCHARITY$5,000
ST BALDRICKS FOUNDATION
1333 SOUTH MAYFLOWER AVENUE 400MONROVIACA91016NONEPCCHARITY$30,000
TEMPLE BETH ISRAEL
3601 W DEMPTSTER STSKOKIEIL60076NONEPCCHARITY$10,000
THE ICENTER
PO BOX 843NORTHBROOKIL60062NONEPCCHARITY$2,500
UMRC FOUNDATION
805 WEST MIDDLE STCHELSEAMI48118NONEPCCHARITY$5,000
WBEZ
848 E GRAND AVECHICAGOIL60611NONEPCCHARITY$12,000
WTTW
5400 N ST LOUIS AVECHICAGOIL60625NONEPCCHARITY$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,179,461TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$221ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$6UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$456,885ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$4,083UnrelatedBusinessTaxblIncmAmt
Exclusion01ExclusionCd
Exclusion$22,287ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$662,139ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,089UnrelatedBusinessTaxblIncmAmt
Exclusion$1,141,532ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,145,621TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EUGENE M LERNER TRUST
1840 N LAKE SHORE DR 1703CHICAGOIL60611$435,652Yes (X)Yes (X)
JANET LERNER IL QTIP
2840 N LAKE SHORE DR 1703CHICAGOIL60611$506,476Yes (X)Yes (X)
JANET LERNER NON-EXEMPT MARITAL TRUST
3840 N LAKE SHORE DR 1703CHICAGOIL60611$113,087Yes (X)Yes (X)
JANET W LERNER FAMILY TRUST
4840 N LAKE SHORE DR 1703CHICAGOIL60611$158,463Yes (X)Yes (X)
JANET W LERNER MARITAL TRUST
5840 N LAKE SHORE DR 1703CHICAGOIL60611$4,649,884Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1PUBLICLY TRADED SECURITIES$294,7402024-02-07
2PUBLICLY TRADED SECURITIES$465,8822024-02-07
3PUBLICLY TRADED SECURITIES$108,8032024-02-07
4PUBLICLY TRADED SECURITIES$121,4962024-02-07
5PUBLICLY TRADED SECURITIES$4,505,2542024-02-07

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,055Amt
Net Investment Income$14,450NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,605DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY #0425 - BONDSBondNm
EOY Book Value$4,097,505EOYBookValueAmt
EOYFMV$4,087,252EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY #0425 - STOCK$2,196,372$3,228,305
FIDELITY #0426 - STOCK$5,362,238$9,893,571

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$364,571USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$363,621USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$118,868StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$119,805StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NORTH BY NORTHWEST INVESTORS, LLCAT COST$519,418$519,418
ASPHALT PLUSAT COST$20,434$20,434
OWMN LTD.AT COST$13,011$13,011
OB TOOLSAT COST$655,642$655,642
ENERGY TRANSFER - SERIES GAT COST$53,164$61,220

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$101LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$101DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSTOCK BASIS ADJUSTMENTSDesc
Amt$1,996,257Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescK-1 DEDUCTIONSDesc
Revenue And Expenses Per Books$22,619RevenueAndExpensesPerBooksAmt
Net Investment Income$2,239NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OWMN LTD$4,083$0$4,083
ECA MARCELLUS TRUST I$1,026$1,026$1,026
ENERGY TRANSFER PARTNERS SERIES A$7,030$7,030$7,030
ENERGY TRANSFER PARTNERS SERIES G$3,919$3,919$3,919
OTHER INCOME$10,312$10,312$10,312

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$131,096Amt
Net Investment Income$131,096NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$2,706Amt
Net Investment Income$2,706NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.