JULIAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JULIAN FAMILY FOUNDATION (EIN 47-6662944)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201841299349100529
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T08:23:39-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-09 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,955,751 | 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 | $254,143 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,010 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $322,518 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,010 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $680 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $680 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $374,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,163 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,722 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,722 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $27,158 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,158 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,222 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $953,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $953,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $987,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $953,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$612,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,061 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $563,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,545 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,097,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,082,124 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,803,575 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,100,005 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,027,324 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,079,631 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,761,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,181,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,955,751 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,761,281 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,181,993 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,761,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,181,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,761,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,181,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,761,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$612,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,611 | OtherIncreasesAmt |
| Subtotal | $4,181,993 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,181,993 | 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 - VARIOUS | P | 2017-12-31 | 2017-12-31 | $64,788 | $62,461 | $2,327 | $2,327 |
| NORTHERN TRUST - VARIOUS | P | 2017-12-31 | 2017-12-31 | $249,785 | $244,047 | $5,738 | $5,738 |
| Capital Gain Dividends | $7,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,010 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $445,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,406,591 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.10117 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $417,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,593,848 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07471 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $4,925,000 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.175881 | TotalDistributionRt |
| Average Distribution | 0.058627 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,627,616 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $271,303 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $871 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $272,174 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $953,933 | 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 | $871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $871 | SubtotalAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $892 | TaxDueAmt |
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 |
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 | $3,492,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,079,632 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,698,087 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,698,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,627,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $871 | TotalTaxAmt |
| Distributable Before Adj | $230,510 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $230,510 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $230,510 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $953,933 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $953,933 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $871 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $953,062 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,510 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $124,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $226,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $350,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $953,933 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $723,423 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,074,319 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,074,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $124,731 | ExcessFromYear2Amt |
| Excess From Year1 | $226,165 | ExcessFromYear1Amt |
| Excess From Current Year | $723,423 | 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 (34 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 | $1,500 |
| CHICAGO SYMPHYONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | GENERAL PURPOSES | $405,500 |
| MUSIC TEACHERS NATIONAL ASSOC MTNA | |||||||
| 1 W 4TH STREET SUITE 1550 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL PURPOSES | $1,000 |
| ST SABINA SCHOOL - CONCERT FOR PEAC | |||||||
| 7801 S THROOP STREET | 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 |
| INTERNATIONAL BEETHOVEN PROJECT | |||||||
| PO BOX 14149 | CHICAGO | IL | 60614 | NONE | PC | GENERAL PURPOSES | $2,500 |
| WOUNDED WARRIOR PROJECT CHICAGO | |||||||
| 230 W MONROE STREET SUITE 200 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $250 |
| MUSEUM OF CONTEMPORARY ART MCA | |||||||
| 220 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $2,000 |
| PEOPLE'S MUSIC SCHOOL | |||||||
| 931 W EASTWOOD AVENUE | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $1,500 |
| URBAN GATEWAYS | |||||||
| 205 W RANDOLPH STREET SUITE 1700 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $3,000 |
| PIANOFORTE FOUNDATION CHICAGO | |||||||
| 1335 S MICHIGAN AVENUE | CHICAGO | IL | 60605 | NONE | PC | GENERAL PURPOSES | $10,000 |
| OLIVE BRANCH MISSION - CHICAGO | |||||||
| 6310 S CLAREMONT AVENUE | CHICAGO | IL | 60636 | NONE | PC | GENERAL PURPOSES | $250 |
| LURIE CHILDREN'S HOSPITAL OF CHICAG | |||||||
| 225 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $1,250 |
| ARTS ALLIANCE ILLINOIS | |||||||
| 70 E LAKE STREET SUITE 420 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $10,000 |
| MORTON ARBORETUM | |||||||
| 4100 IL-53 | LISLE | IL | 60532 | NONE | PC | GENERAL PURPOSES | $3,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $32,500 |
| MERIT SCHOOL OF MUSIC | |||||||
| 38 S PEORIA STREET | CHICAGO | IL | 60607 | NONE | PC | GENERAL PURPOSES | $50,000 |
| SANTA FE OPERA | |||||||
| 301 OPERA DRIVE | SANTA FE | NM | 87506 | NONE | PC | GENERAL PURPOSES | $25,000 |
| LEAGUE OF AMERICAN ORCHESTRAS LAO | |||||||
| 33 W 60TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSES | $10,000 |
| CEDILLE CHICAGO | |||||||
| 1205 W BALMORAL AVENUE | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $59,500 |
| CHICAGO OPERA THEATER | |||||||
| 70 E LAKE STREET SUITE 415 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $1,000 |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| 8400 W 31ST STREET | BROOKFIELD | IL | 60513 | NONE | PC | GENERAL PURPOSES | $7,500 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL PURPOSES | $2,500 |
| EIGHTH BLACKBIRD | |||||||
| 4045 N ROCKWELL STREET | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $1,000 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL PURPOSES | $2,500 |
| MUSIC INSTITUTE OF CHICAGO | |||||||
| 65 E HURON STREET | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | GENERAL PURPOSES | $50,000 |
| ELMHURST COLLEGE | |||||||
| 90 S PROSPECT AVENUE | ELMHURST | IL | 60126 | NONE | PC | GENERAL PURPOSES | $25,459 |
| SOLTI FOUNDATION | |||||||
| 1555 SHERMAN AVENUE SUITE 310 | EVANSTON | IL | 60201 | NONE | PC | GENERAL PURPOSES | $5,274 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | GENERAL PURPOSES | $150,262 |
| CEDILLE CHICAGO | |||||||
| 1205 W BALMORAL AVENUE | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $25,443 |
| MORTON ARBORETUM | |||||||
| 4100 IL-53 | LISLE | IL | 60532 | NONE | PC | GENERAL PURPOSES | $25,459 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $20,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $953,933 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,467 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,945 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $112,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,945 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,163 | 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 | $254,143 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000 SHARES OF ALIGN TECHNOLOGY WITH AN AVERAGE VALUE OF $174,520; AND 785 SHARES OF WORKDAY INC WI | NoncashPropertyDesc |
| Fair Market Value | $254,143 | FairMarketValueAmt |
| Received | 2017-08-11 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN - EQUITIES | $2,377,869 | $2,958,860 |
| NORTHERN - EQUITIES | $464,262 | $563,908 |
| NORTHERN - EQUITIES | $238,998 | $278,558 |
| WILLIAM BLAIR - EQUITIES | $995 | $2,249 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN - FIXED INCOME | AT COST | $884,402 | $895,571 |
| NORTHERN - COMMODITIES | AT COST | $142,922 | $184,060 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRISON & HELD, LLP | CategoryTxt |
| Legal Fees | $2,722 | LegalFeesAmt |
| Net Investment Income | $2,722 | 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 | $680 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $680 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR DONATED SECURITIES | Desc |
| Amt | $33,611 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NORTHERN TRUST AGENCY FEES | $21,306 | $21,306 | $0 | $0 |
| NORTHERN TRUST MANAGEMENT FEES | $5,852 | $5,852 | $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 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2016 EXCISE TAX | $170 | |
| FOREIGN TAXES PAID | $3,222 | $3,222 |
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