HULDA B AND MAURICE L ROTHSCHILD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HULDA B AND MAURICE L ROTHSCHILD FOUNDATION (EIN 36-6752787)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-25
- IRS object ID
- 201742379349100304
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-25T08:13:01-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-08-25 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,875,264 | 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 | $8,059 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $166,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $381,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,868,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $381,854 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,813 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,813 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $561,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $553,267 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $15,641 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $15,641 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,993 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,993 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,147 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $781,061 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $781,061 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $883,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $801,169 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$322,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $478,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $483,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,478 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,844,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,776,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,099,155 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $532,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $463,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $531,631 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,861,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,484,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,875,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,861,060 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,484,328 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,861,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,484,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,861,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,484,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,861,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$322,233 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,538,827 | SubtotalAmt |
| Other Decreases | $54,499 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,484,328 | 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 | 2016-02-08 | 2016-05-24 | $68,999 | $68,007 | $992 | $992 |
| Northern Trust | P | 2011-02-14 | 2016-05-24 | $1,591,227 | $1,418,343 | $172,884 | $172,884 |
| Capital Gain Dividends | $207,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $381,854 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $715,787 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,722,672 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $723,976 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,303,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04731 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $639,826 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,223,735 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04498 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $652,760 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,611,942 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05176 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $560,038 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,036,489 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04296 | DistributionYr5Rt |
| Total Distribution | 0.235626 | TotalDistributionRt |
| Average Distribution | 0.047125 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,457,660 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $634,192 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,789 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $638,981 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $801,169 | 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 | $4,789 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,789 | SubtotalAmt |
| Tax Based On Investment Income | $4,789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,999 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,999 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,210 | OverpaymentAmt |
| Applied To ES Tax | $16,210 | 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 | 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 | $59,478 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,394,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,662,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $13,662,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,457,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $672,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $672,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,789 | TotalTaxAmt |
| Distributable Before Adj | $668,094 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $668,094 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $668,094 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $801,169 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $801,169 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,789 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $796,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $668,094 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $801,169 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $668,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,075 | RemainingDistriFromCorpusAmt |
| Total Corpus | $133,075 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $133,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $133,075 | 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 (14 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 | $9,703 |
| Orchestral Assoc of Chicag | |||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | NONE | PC | General | $9,703 |
| Northwestern Univeristy | |||||||
| 633 Clark st | Evanston | IL | 60208 | NONE | PC | General | $2,425 |
| Univeristy of Minnesota Foundation | |||||||
| 2000 SE Oak St | Minneapolis | MN | 55455 | NONE | PC | General | $2,425 |
| Univeristy of Chicago | |||||||
| 5801 S Ellis | Chicago | IL | 60637 | NONE | PC | General | $9,703 |
| Art Institute of Chicago | |||||||
| 111 S Michigan | Chicago | IL | 60603 | NONE | PC | General | $9,703 |
| Jewish Federation of Chicago | |||||||
| 30 S Wells St | Chicago | IL | 60606 | NONE | PC | General | $2,291 |
| Mayer Rothschild Foundation | |||||||
| 840 N Lake Shore Drive 1601 | Chicago | IL | 60611 | NONE | POF | General | $717,108 |
| Lutheran Senior Life Passavant | |||||||
| 105 Burgess Dr | Zelienople | PA | 16063 | NONE | PC | General | $3,000 |
| Pennybyrn at Maryfield | |||||||
| 109 Penny Rd | High Point | NC | 27760 | NONE | PC | General | $3,000 |
| Buckner Retirment Services | |||||||
| 1321 Park Bayou Drive | Houston | TX | 77077 | NONE | PC | General | $3,000 |
| Benefits Health System | |||||||
| 2621 Benfits Ave South | Great Falls | MT | 59405 | NONE | PC | General | $3,000 |
| Garden Spot Village | |||||||
| 433 South Kinzer Ave | New Holland | PA | 17757 | NONE | PC | General | $3,000 |
| Vetter Health Services | |||||||
| 1750 S 20 th | Lincoln | NE | 68502 | NONE | PC | General | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $781,061 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $166,600 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $381,854 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $171,413 | ExclusionAmt |
| Related Or Exempt Function Incm | $381,854 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $553,267 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Nothern Trust Fees | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $463,831 | BookValueAmt |
| EOYFMV | $531,631 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| $1,164 | $0 | $0 | $1,164 |
| $1,165 | $0 | $0 | $1,165 |
| $13,312 | $0 | $0 | $13,312 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Asset Transfer to Mayer Rothschild Investment account. | Desc |
| Amt | $54,499 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Dand O Insurnace | $3,202 | $3,202 |
| ILL CHARIT BUREAU | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $4,813 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,813 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Northern Trust fees | CategoryTxt |
| Amt | $61,993 | Amt |
| Net Investment Income | $61,993 | 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 | $11,147 | $11,147 |
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