LOEWENBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOEWENBERG CHARITABLE FOUNDATION (EIN 46-4289985)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349103506
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- 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 | 2025-11-17T11:16:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464289985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loewenberg Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBIN LOEWENBERG TEBBE | InCareOfNm |
| Business Name Control | LOEW | BusinessNameControlTxt |
| Phone | 3124409600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 N Michigan Ave STE 930 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN LOEWENBERG | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3124409600 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gabriel Wascher | PreparerPersonNm |
| PTIN | P02146491 | PTIN |
| Phone | 3123573950 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,437,685 | 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 | $5,803,399 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $284,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $651,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,435 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,153,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $350,095 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,805 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,161 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,644 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,724 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,724 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,386 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,371 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $41,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,659 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $689,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $689,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $730,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $697,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,422,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $320,839 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,869 | CashBOYAmt |
| Cash EOY | $5,855,261 | CashEOYAmt |
| Cash EOYFMV | $5,855,261 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,743,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,370,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,352,378 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,923,643 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,004,416 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,706,914 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $488,138 | OtherAssetsBOYAmt |
| Other Assets EOY | $453,310 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $523,132 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,249,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,683,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,437,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,249,979 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,683,756 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,249,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,683,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,249,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,683,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,249,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,422,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,226 | OtherIncreasesAmt |
| Subtotal | $16,683,756 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,683,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JP MORGAN #7005 - SEE ATTACHED | $116,689 | $109,425 | $7,264 | $7,264 | |
| JP MORGAN #7005 - SEE ATTACHED | $533,311 | $476,841 | $56,470 | $56,470 | |
| CAPITAL GAIN DIVIDENDS | $1,701 | P | |||
| CAPITAL GAIN DIVIDENDS | $1,701 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,435 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,460 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,460 | SubtotalAmt |
| Tax Based On Investment Income | $4,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,024 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,524 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,064 | OverpaymentAmt |
| Applied To ES Tax | $5,064 | 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 |
| 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 | ROBIN LOEWENBERG TEBBE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124409600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 N MICHIGAN AVENUE SUITE 930 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Robin Tebbe | ||||||||
| 900 N Michigan Avenue Suite 930 | Chicago | IL | 60611 | Director | 1.0 | $0 | $0 | $0 |
| Paula Hoste | ||||||||
| 900 N Michigan Ave STE 930 | Chicago | IL | 60611 | Director | 1.0 | $0 | $0 | $0 |
| Mark Tebbe | ||||||||
| 900 N Michigan Ave STE 930 | Chicago | IL | 60611 | Director | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,069,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,546,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,615,413 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,615,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,231 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,396,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $719,809 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $719,809 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,460 | TotalTaxAmt |
| Distributable Before Adj | $715,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $715,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $715,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $697,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $697,676 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $715,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $143,526 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $697,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $143,526 | AppliedToYear1Amt |
| Applied To Current Year | $554,150 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $161,199 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 626 Landmark Foundaton | ||||||
| 626 North Michigan Ave | Chicago | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| A Better Chicago | ||||||
| 200 W Madison St 3rd Floor | Chicago | IL | 60606 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Anshe Emet Synagogue | ||||||
| 3751 N Broadway | Chicago | IL | 60613 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,160 |
| Aspen Institute | ||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | PC | EXEMPT PURPOSE OF ORGANIZATION | $46,000 |
| Boys and Girls Clubs of Chicago | ||||||
| 2102 W Monroe Street | CHICAGO | IL | 60612 | PC | EXEMPT PURPOSE OF ORGANIZATION | $70,250 |
| Jewish United Fund | ||||||
| 30 S Wells St | Chicago | IL | 60606 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 |
| Museum of Contemporary Art Chicago | ||||||
| 220 E Chicago Ave | Chicago | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $181,722 |
| Museum of Science & Industry | ||||||
| 5700 S DuSable Lake Shore Dr | Chicago | IL | 60637 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Northwestern Memorial Foundation | ||||||
| 541 North Fairbanks Court Suite 80 | Chicago | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| Norton Museum of Art | ||||||
| 1450 S Dixie Hwy | West Palm Beach | FL | 33401 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 |
| The Art Institute of Chicago | ||||||
| 111 S Michigan Ave | Chicago | IL | 60603 | PC | EXEMPT PURPOSE OF ORGANIZATION | $22,000 |
| The Breakthrough Board | ||||||
| 6200 N Hiawatha Ave Suite 640 | Chicago | IL | 60646 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| The Field Museum | ||||||
| 1400 S DuSable Lake Shore Drive | Chicago | IL | 60605 | PC | EXEMPT PURPOSE OF ORGANIZATION | $15,000 |
| The Renaissance Society at the Univ of Chicago | ||||||
| 5811 South Ellis Ave Cobb Hall 4t | Chicago | IL | 60637 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| The Society of Four Arts Inc | ||||||
| 100 Four Arts Plaza | Palm Beach | FL | 33480 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| Anderson Ranch Arts Center | ||||||
| PO Box 5598 | Snowmass Village | CO | 81615 | PC | EXEMPT PURPOSE OF ORGANIZATION | $19,600 |
| Big Shoulders Fund | ||||||
| 212 West Van Buren Suite 900 | Chicago | IL | 60607 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| Chicago Public Library Foundation | ||||||
| 200 W Madison St 3rd Fl | Chicago | IL | 60606 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| Cultural Council for Palm Beach | ||||||
| 601 Lake Ave | Lake Worth | FL | 33460 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 |
| Illinois Holocaust Museum | ||||||
| 9603 Woods Drive | Skokie | IL | 60077 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| Water Safety Patrol of Geneva Lake | ||||||
| 451 Outing Street PO Box 548 | Williams Bay | WI | 53191 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Northwestern University - Havey Institute | ||||||
| 710 N Lake Shore Dr Suite 800 | Chicago | IL | 60611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| Chicago Cares | ||||||
| 1200 W 35th Street Unit 302 | Chicago | IL | 60609 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| Lynn Sage Breast Cancer Foundation | ||||||
| 1500 N Halsted St Suite 200 | Chicago | IL | 60642 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| The Everglades Foundation | ||||||
| 18001 Old Cutler Road Suite 625 | Palmetto Bay | FL | 33157 | PC | EXEMPT PURPOSE OF ORGANIZATION | $26,800 |
| Chicago History Museum | ||||||
| 1601 North Clark Street | Chicago | IL | 60614 | PC | EXEMPT PURPOSE OF ORGANIZATION | $605 |
| amfAR The Foundation for AIDS Research | ||||||
| 120 Wall Street 13th Floor | New York | NY | 100053908 | PC | EXEMPT PURPOSE OF ORGANIZATION | $53,000 |
| Artists in Public Schools | ||||||
| 1244 North State Parkway | Chicago | IL | 60610 | PC | EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| Arts Alliance Illinois | ||||||
| 200 W Madison Street 3rd Floor | Chicago | IL | 60606 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Aspen Art Museum | ||||||
| 637 East Hyman Ave | Aspen | CO | 81611 | PC | EXEMPT PURPOSE OF ORGANIZATION | $34,450 |
| College Possible Chicago | ||||||
| 833 N Orleans Street Suite 400 | Chicago | IL | 60610 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| Dignitas Ukraine Inc | ||||||
| PO Box 233 | Cranford | NJ | 07016 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| Erikson Institute | ||||||
| 451 North LaSalle Street | Chicago | IL | 606544510 | PC | EXEMPT PURPOSE OF ORGANIZATION | $6,000 |
| Geneva Lake Association | ||||||
| PO Box 412 | Lake Geneva | WI | 53147 | PC | EXEMPT PURPOSE OF ORGANIZATION | $250 |
| Jewish Vocational Service of Kansas City | ||||||
| 4600 The Paseo | Kansas City | MO | 64110 | PC | EXEMPT PURPOSE OF ORGANIZATION | $180 |
| Lyric Opera of Chicago | ||||||
| 20 N Wacker Drive Suite 860 | Chicago | IL | 60606 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $689,017 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,660 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,435 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $350,095 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $350,095 | 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 | Estate of James R Loewenberg | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 FOUNDERS PARK DRIVE SUITE 101 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,803,399 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND FUND-IS | $1,278,802 | $1,071,973 |
| TOUCHSTONE HIGH YIELD-INST | $439,722 | $404,189 |
| TCW EMRG MRKTS INC-I | $285,892 | $230,752 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX-ADM | $3,632,652 | $5,588,166 |
| VANGUARD MID CAP INDEX-ADM | $798,247 | $984,015 |
| VANGUARD SML CAP INDX-ADM | $635,839 | $736,126 |
| GQG PART EMERG MKTS EQ-INST | $1,005,119 | $906,945 |
| HRDNG LVNR INSTL SM CO-INST | $767,453 | $620,206 |
| VANGUARD DEV MKT INDX-ADM | $1,531,459 | $1,516,920 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARAMETRIC VOL RSK-DEFENS-I | Desc |
| BOY Book Value | $488,138 | BOYBookValueAmt |
| EOY Book Value | $453,310 | EOYBookValueAmt |
| EOYFMV | $523,132 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL SECRETARY OF STATE EXPENSE | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Northern Trust #8212 - Other Income | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INCOME ADJUSTMENT | $6,549 |
| PRIOR PERIOD ADJUSTMENT | $4,677 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Estate of James R Loewenberg | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 FOUNDERS PARK DRIVE SUITE 101 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57701 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $4,000 | ||
| ILLINOIS CHARITY BUREAU | $15 | $15 | |
| FOREIGN TAXES WITHHELD | $8,371 | $8,371 |