HULDA B AND MAURICE L ROTHSCHILD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HULDA B AND MAURICE L ROTHSCHILD FOUNDATION (EIN 36-6752787)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-18
- IRS object ID
- 201841699349100509
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-18T12:05:02-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364411496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen Robin & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Dundee Road Suite 505 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 | 366752787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hulda B & Maurice L Rothschild FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HULD | BusinessNameControlTxt |
| Phone | 8474800077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 N Lake Shore Drive | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Debra Weese Mayer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen Robin | PreparerPersonNm |
| PTIN | P01443675 | PTIN |
| Phone | 8474800077 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $12,470,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $735 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $735 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $735 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $403,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $403,568 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $403,568 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,927,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,434,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,927,801 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $73 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,332,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,332,104 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $404,303 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,767 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,767 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $61,422 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,422 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,449 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,449 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,782 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,048,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,048,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,132,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,052,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,199,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,260,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $404,303 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,244 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,776,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,553,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,338,828 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $463,831 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $11,484,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,684,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,470,072 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,484,328 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,684,298 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,484,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,684,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,484,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,684,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,484,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,199,970 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,684,298 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,684,298 | 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 | P | 2017-02-17 | 2017-12-22 | $2,251,842 | $2,265,053 | -$13,211 | -$13,211 |
| Northern Trust | P | 2015-03-20 | 2017-02-14 | $13,155,009 | $10,241,990 | $2,913,019 | $2,913,019 |
| Northern Trust | P | 2015-03-20 | 2017-02-14 | $27,993 | $27,993 | $27,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,927,801 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,211 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $796,380 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,457,660 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05918 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $715,787 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,722,672 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04862 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $723,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,303,144 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04731 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $639,826 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,223,735 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04498 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $652,760 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,611,942 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05176 | DistributionYr5Rt |
| Total Distribution | 0.251844 | TotalDistributionRt |
| Average Distribution | 0.050369 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,427,196 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $726,683 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $32,602 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $759,285 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,052,336 | 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 | $32,602 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,602 | SubtotalAmt |
| Tax Based On Investment Income | $32,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,210 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,210 | TotalPaymentsAndCreditsAmt |
| Tax Due | $16,392 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 | Stephen Robin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474800077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Dundee Rd | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Debra Weese Mayer | ||||||
| 840 N Lake Shore Drive | Chicago | IL | 60611 | President | 0.00 | $0 |
| Beatrice C Mayer | ||||||
| 160 East Pearson St | Chicago | IL | 60611 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northern Trust Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Po Box 803878 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $61,993 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,456,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,646,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $14,646,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,427,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $721,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $721,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,602 | TotalTaxAmt |
| Distributable Before Adj | $688,758 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $688,758 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $688,758 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,052,336 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,052,336 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $32,602 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,019,734 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $688,758 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $133,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $133,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,052,336 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $688,758 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $363,578 | RemainingDistriFromCorpusAmt |
| Total Corpus | $496,653 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $496,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $133,075 | ExcessFromYear1Amt |
| Excess From Current Year | $363,578 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dr Debra Weese Mayer | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 North Lake Shore Drive 1601 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Restrictions On Awards | Grants generally limited to programs and projects supporting eldercare. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| United Way of Chicago | |||||||
| 333 S Wabash | Chicago | IL | 60604 | NONE | PC | General | $35,638 |
| Orchestral Assoc of Chicag | |||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | NONE | PC | General | $12,990 |
| Northwestern Univeristy | |||||||
| 633 Clark st | Evanston | IL | 60208 | NONE | PC | General | $8,910 |
| Univeristy of Minnesota Foundation | |||||||
| 2000 SE Oak St | Minneapolis | MN | 55455 | NONE | PC | General | $8,910 |
| Univeristy of Chicago | |||||||
| 5801 S Ellis | Chicago | IL | 60637 | NONE | PC | General | $35,638 |
| Art Institute of Chicago | |||||||
| 111 S Michigan | Chicago | IL | 60603 | NONE | PC | General | $35,638 |
| Jewish Federation of Chicago | |||||||
| 30 S Wells St | Chicago | IL | 60606 | NONE | PC | General | $71,277 |
| Mayer Rothschild Foundation | |||||||
| 840 N Lake Shore Drive 1601 | Chicago | IL | 60611 | NONE | POF | General | $839,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,048,554 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $735 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $403,568 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,927,801 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $404,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,927,801 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,332,177 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $3,767 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,767 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILL CHARIT BUREAU | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $15 | 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 | $73 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Northern Trust fees | CategoryTxt |
| Amt | $61,422 | Amt |
| Net Investment Income | $61,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes | $8,000 | |
| Foreign Taxes | $10,449 | $10,449 |
Comments