HOCHBERG FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HOCHBERG FAMILY FOUNDATION (EIN 36-3152002)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-04-01
- IRS object ID
- 201510919349100011
- Schema version
- 2013v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-01T17:02:58-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N MARTINGALE RD STE 500 | AddressLine1 |
| City | SCHAUMBURG | City |
| State | IL | State |
| ZIP Code | 60173 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363152002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOCHBERG FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOCH | BusinessNameControlTxt |
| Phone | 8478812006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SKOKIE BLVD NO 800 | AddressLine1 |
| City | NORTHBROOK | City |
| State | IL | State |
| ZIP Code | 60062 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY HOCHBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8478812006 | PhoneNum |
| Signature | 2015-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN M FLANAGAN | PreparerPersonNm |
| PTIN | P00866239 | PTIN |
| Phone | 8475177070 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,603,411 | 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 | $1,713,499 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $170 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $170 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,704 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,131,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,211,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,131,605 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$14,057 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$14,057 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,920,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,207,422 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,342 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $616,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $616,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $642,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $616,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,278,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,192,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $320,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $363,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $363,686 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,670,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,429,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,960,978 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $801,862 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,278,747 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,278,747 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,792,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,071,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,603,411 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,792,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,071,566 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,792,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,071,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,792,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,071,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,792,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,278,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $525 | OtherIncreasesAmt |
| Subtotal | $8,071,566 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,071,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| FIDELITY #7053 | P | $2,637,495 | $1,932,068 | $705,427 | $705,427 | ||
| FIDELITY #6783 | P | $720,943 | $542,587 | $178,356 | $178,356 | ||
| FIDELITY #6775 | P | $776,669 | $600,642 | $176,027 | $176,027 | ||
| SAVILE ROW MANAGED FUTURES | $2,712 | $2,712 | $2,712 | 2014-01-01 | 2014-11-30 | ||
| SAVILE ROW DIVERSIFIED HEDGE E | $5,472 | $5,472 | $5,472 | 2013-01-01 | 2014-11-30 | ||
| SAVILE ROW PORTFOLIO TAIL HEDGE | $5,018 | -$5,018 | -$5,018 | 2014-01-01 | 2014-11-30 | ||
| CAPITAL GAINS DIVIDENDS | P | $68,629 | $68,629 | $68,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,131,605 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $712,766 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,433,380 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131183 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $697,636 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,720,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.187499 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $890,344 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,406,573 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.202049 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,108,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,443,154 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.249507 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,469,647 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,182,510 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.237710 | DistributionYr5Rt |
| Total Distribution | 1.007948 | TotalDistributionRt |
| Average Distribution | 0.201590 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,282,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,669,708 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,921 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,681,629 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $616,060 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,842 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,842 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,842 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $20,642 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LARRY J HOCHBERG | IndividualWithBooksNm |
| Phone | 8478812006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 N DEERE PARK EAST | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 60035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LARRY J HOCHBERG | ||||||||
| 400 SKOKIE BLVD SUITE 800 | NORTHBROOK | IL | 60062 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREW S HOCHBERG | ||||||||
| 400 SKOKIE BLVD SUITE 800 | NORTHBROOK | IL | 60062 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,763,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,278,747 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,408,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,408,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,282,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,842 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,842 | TotalTaxAmt |
| Distributable Before Adj | $390,293 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $390,293 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $390,293 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $616,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $616,060 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $616,060 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,469,924 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,108,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $890,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $697,636 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $712,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,879,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $616,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $390,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $225,767 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,105,037 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,469,924 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,635,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,108,600 | ExcessFromYear4Amt |
| Excess From Year3 | $890,344 | ExcessFromYear3Amt |
| Excess From Year2 | $697,636 | ExcessFromYear2Amt |
| Excess From Year1 | $712,766 | ExcessFromYear1Amt |
| Excess From Current Year | $225,767 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY J HOCHBERG | ContributingManagerNm |
| Contributing Manager | ANDREW S HOCHBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Province Or StateRecipientForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FREEDOM ALLIANCE | ||||||||||||
| 22570 MARKET COURT | STERLING | VA | 20166 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| AMERICAN FRIENDS OF MEIR PANIM | ||||||||||||
| 5316 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| AMERICAN FRIENDS OF UN WATCH | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,000 | CASE POSTALE 191 | GENEVA | SZ | ||||||
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | CHARITABLE | $15,000 | |||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| CAMERA | ||||||||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY | ||||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PUBLIC | CHARITABLE | $35,000 | |||||
| CREATIVE COMMUNITY FOR PEACE | ||||||||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| DAVID HOROWITZ FREEDOM CENTER | ||||||||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | NONE | PUBLIC | CHARITABLE | $1,500 | |||||
| EMIRATES INTERNATIONAL SCHOOL | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $5,000 | AL THANYA ROAD PO BOX 6446 | DUBAI | AE | ||||||
| FRIENDS OF ELNET | ||||||||||||
| 400 SKOKIE BLVD SUITE 800 | NORTHBROOK | IL | 600627908 | NONE | PUBLIC | CHARITABLE | $186,000 | |||||
| FRIENDS OF EUROPEAN FOUNDATION FOR DEMOCRACIES | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $50,000 | BRUSSELS CAPITAL | BRUSSELS | BE | ||||||
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||||||||
| 29 EAST MADISON STREET | CHICAGO | IL | 60602 | NONE | PUBLIC | CHARITABLE | $61,360 | |||||
| HONEST REPORTING | ||||||||||||
| 10024 SKOKIE BLVD SUITE 201 | SKOKIE | IL | 600771025 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| IKAR | ||||||||||||
| 5870 WEST OLYMPIC BOULEVARD | LOS ANGELES | CA | 90036 | NONE | PUBLIC | CHARITABLE | $2,000 | |||||
| ISRAEL INSTITUTE OF STRATEGIC STUDIES | ||||||||||||
| 2121 K STREET NW SUITE 801 | WASHINGTON | DC | 20037 | NONE | PUBLIC | CHARITABLE | $1,500 | |||||
| ISRAELI AMERICAN COUNCIL | ||||||||||||
| 5900 CANOGA BLVD SUITE 390 | WOODLAND HILLS | CA | 91367 | NONE | PUBLIC | CHARITABLE | $850 | |||||
| JEWISH LIFE | ||||||||||||
| 606 WEST 115TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| JOHN WAYNE CANCER INSTITUTE | ||||||||||||
| 2200 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| JOSEPH KUSHNER HEBREW ACADEMY | ||||||||||||
| 110 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| KESHET | ||||||||||||
| 3210 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | PUBLIC | CHARITABLE | $2,100 | |||||
| MEMRI | ||||||||||||
| PO BOX 27837 | WASHINGTON | DC | 200387837 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| MIDDLE EAST FORUM | ||||||||||||
| 1920 CHESTNUT ST | PHILADELPHIA | PA | 191034634 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||||||
| 401 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| NORTH SUBURBAN SYNAGOGUE BETH EL | ||||||||||||
| 1175 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| ONE ISRAEL FUND LTD | ||||||||||||
| 445 CENTRAL AVENUE SUITE 210 | CEDARHURST | NY | 11516 | NONE | PUBLIC | CHARITABLE | $6,500 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | NONE | PUBLIC | CHARITABLE | $50,000 | |||||
| PEJE | ||||||||||||
| 88 BROAD STREET | BOSTON | MA | 02110 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| PROCLAIMING JUSTICE TO THE NATIONS INC | ||||||||||||
| PO BOX 682711 | FRANKLIN | TN | 370682711 | NONE | PUBLIC | CHARITABLE | $37,500 | |||||
| RWANDA WORKS | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,500 | BP 7393 PLOT 2106 | RUE DU LAC MPANGA | RW | ||||||
| SHALVA | ||||||||||||
| PO BOX 46375 | CHICAGO | IL | 606460375 | NONE | PUBLIC | CHARITABLE | $1,500 | |||||
| SISTER ROSE THERING | ||||||||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC | CHARITABLE | $6,000 | |||||
| STAND WITH US | ||||||||||||
| PO BOX 340169 | LOS ANGELES | CA | 90034 | NONE | PUBLIC | CHARITABLE | $80,500 | |||||
| SUSAN G KOMEN FOR THE CURE | ||||||||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE AMERICAN ACADEMY IN BERLIN | ||||||||||||
| 14 EAST 60TH STREET SUITE 604 | NEW YORK | NY | 10022 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| THE ARTHRITIS FOUNDATION | ||||||||||||
| 1330 W PEACHTREE STREET SUITE 100 | ATLANTA | GA | 30309 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| THE SCHECHTER INSTITUTE | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $2,500 | AVRAHAM GRANOT ST 4 | JERUSALEM | IS | 93706 | |||||
| TRIBE MEDIA CORPORATION | ||||||||||||
| 3580 WILSHIRE BLVD 1510 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| UNIQUE PROJECTS | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,000 | 4735 PANDORA ST | BURNABY | CA | V5C2C2 | BRITISH COLUMBIA | ||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||||
| 1828 L STREET NW SUITE 1050 | WASHINGTON | DC | 20036 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $616,060 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,131,605 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME - SAVILE ROW MANAGED FUTURES | 14 | $5,116 |
| OTHER INCOME - SAVILE ROW PORTFOLIO TAIL HEDGE | 14 | -$19,552 |
| OTHER INCOME | 14 | $379 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,207,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,207,444 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ANDY HOCHBERG | |||||||
| 1 | 400 SKOKIE BLVD STE 800 | NORTHBROOK | IL | 60062 | $125,886 | Yes (X) | |
| JOHN LOWENSTEIN | |||||||
| 2 | 9056 KARLOV | SKOKIE | IL | 60076 | $18,000 | Yes (X) | |
| LARRY HOCHBERG REV TRUST | |||||||
| 3 | 275 N DEERE PARK EAST | HIGHLAND PARK | IL | 60035 | $620,227 | Yes (X) | |
| LARRY HOCHBERG REV TRUST | |||||||
| 4 | 275 N DEERE PARK EAST | HIGHLAND PARK | IL | 60035 | $553,893 | Yes (X) | |
| LARRY HOCHBERG REV TRUST | |||||||
| 5 | 275 N DEERE PARK EAST | HIGHLAND PARK | IL | 60035 | $395,493 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | STOCKS | $1,057,436 | 2013-12-16 |
| 5 | STOCKS | $543,856 | 2014-03-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - 6775 | $6,429,133 | $6,960,978 |
| FIDELITY - 7053 | $0 | $0 |
| FIDELITY - 6783 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN SAVILE ROW MANAGED FUTURES T LLC | $252,185 | $254,533 | $254,533 |
| INVESTMENT IN SAVILE ROW DIVERSIFIED HEDGE E LLC | $399,677 | $404,813 | $404,813 |
| INVESTMENT IN SAVILE ROW PORTFOLIO TAIL HEDGE LLC | $150,000 | $119,401 | $119,401 |
| INVESTMENT IN ANCHOR BOLT OFFSHORE FUND | $0 | $250,000 | $250,000 |
| INVESTMENT IN BAXTER STREET FUND | $0 | $250,000 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $3,186 | $3,186 | $0 | $0 |
| FILING FEES | $10 | $0 | $0 | $0 |
| THROUGH SAVILE ROW DIVERSIFED HEDGE E | $336 | $336 | $0 | $0 |
| THROUGH SAVILE ROW MANAGED FUTURES T | $5,635 | $5,635 | $0 | $0 |
| THROUGH SAVILE ROW PORTFOLIO TAIL HEDGE | $6,185 | $6,185 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - SAVILE ROW MANAGED FUTURES | $5,116 | $5,116 | $0 |
| OTHER INCOME - SAVILE ROW PORTFOLIO TAIL HEDGE | -$19,552 | -$19,552 | $0 |
| OTHER INCOME | $379 | $379 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $525 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| LARRY HOCHBERG | |||
| 275 N DEERE PARK EAST | HIGHLAND PARK | IL | 60035 |
| ANDREW HOCHBERG | |||
| 400 SKOKIE BLVD | NORTHBROOK | IL | 60062 |
| JOHN LOWENSTEIN | |||
| 9056 KARLOV | SKOKIE | IL | 60076 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE FEES & TAXES | $15 | $0 | $0 | $0 |
| FEDERAL EXCISE TAXES | $491 | $0 | $0 | $0 |