FRANKEL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FOUNDATION (EIN 36-6765844)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2025-12-16
- IRS object ID
- 202533509349100603
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-16T07:01:30-06:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366765844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL JULIUS N FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 3124615154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95672 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606945672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD MOREAU | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3124615154 | PhoneNum |
| Signature | 2025-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2025-12-16 | PreparationDt |
| 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 | $122,083,914 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,981,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,981,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,850,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,704,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,850,627 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9,594 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,268 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,841,848 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,835,522 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $922,704 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $461,352 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $461,352 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,593 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,008,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $472,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $461,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,066,054 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,066,054 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,074,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $472,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,527,421 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,232,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,362,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,118,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,477,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,477,378 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $34,427,003 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,399,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,541,578 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,321,850 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,776,822 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $33,064,958 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $63,867,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,653,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $122,083,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $63,867,382 | CapitalStockBOYAmt |
| Capital Stock EOY | $62,653,794 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,867,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,653,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,867,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,653,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,867,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,232,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,406 | OtherIncreasesAmt |
| Subtotal | $62,653,794 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,653,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250000. JPMORGAN CHASE & CO 3.125% 23 JAN 2025 | 2017-08-02 | 2025-01-23 | $250,000 | $250,000 | |||
| 100000. FEDERAL HOME LOAN BANK 2.625% 14 MAR 202 | 2018-02-15 | 2025-03-14 | $100,000 | $100,000 | |||
| 125000. CHUBB INA HOLDINGS LLC 3.15% 15 MAR 2025 | 2015-10-07 | 2025-03-17 | $125,000 | $123,540 | $1,460 | $1,460 | |
| 525000. CIGNA GROUP/THE 3.25% 15 APR 2025 | 2023-07-13 | 2025-04-15 | $525,000 | $525,000 | |||
| 457000. CENTERPOINT ENERGY RES 5.4% 01 MAR 2033 | 2023-11-28 | 2025-05-13 | $466,839 | $452,700 | $14,139 | $14,139 | |
| 125000. GOLDMAN SACHS GROUP INC 3.75% 22 MAY 2025 | 2017-06-09 | 2025-05-22 | $125,000 | $125,000 | |||
| 100000. COMCAST CORP 3.375% 15 AUG 2025 | 2016-10-05 | 2025-06-05 | $100,000 | $100,000 | |||
| 2967. ALPHABET INC-CL C | 2022-09-07 | 2025-07-02 | $525,669 | $149,791 | $375,878 | $375,878 | |
| 2295. APPLE COMPUTER INC COMMON STOCK | 2022-09-07 | 2025-07-02 | $487,743 | $254,986 | $232,757 | $232,757 | |
| 2511. BROADCOM INC | 2021-03-24 | 2025-07-02 | $666,113 | $116,110 | $550,003 | $550,003 | |
| 630. META PLATFORMS INC-CLASS A | 2019-09-20 | 2025-07-02 | $450,847 | $119,578 | $331,269 | $331,269 | |
| 1320. MICROSOFT CORP | 2014-09-18 | 2025-07-02 | $647,856 | $61,835 | $586,021 | $586,021 | |
| 4400. NVIDIA CORP COMMON STOCK | 2022-12-12 | 2025-07-02 | $681,300 | $75,582 | $605,718 | $605,718 | |
| 200000. UNITEDHEALTH GROUP INC 3.75% 15 JUL 2025 | 2016-04-20 | 2025-07-15 | $200,000 | $200,000 | |||
| 200000. PHILIP MORRIS INTL INC 3.375% 11 AUG 202 | 2017-12-13 | 2025-08-11 | $200,000 | $200,000 | |||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P | |||||
| CAPITAL GAIN DIVIDENDS | $153,382 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,850,627 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,640 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,640 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,476 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $74,476 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,836 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $13,836 | RefundAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARA SCOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124617551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95672 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606945672 | 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 | Yes (true) | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BMO BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95672 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606945672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $922,704 | CompensationAmt |
| 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 |
| 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 | $112,334,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,306,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,640,575 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,640,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,719,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,920,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,646,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,646,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,640 | TotalTaxAmt |
| Distributable Before Adj | $5,585,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,585,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,585,408 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,527,421 | 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 | $5,527,421 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,585,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,368,845 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,527,421 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,368,845 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,158,576 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,426,832 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FRANKEL FOUNDATION CO BMO HARR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95672 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60694 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3124615154 | RecipientPhoneNum |
| Form And Info And Materials | THE FRANKEL FOUNDATION GIVES GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. CO-TRUSTEES REVIEW WRITTEN GRANT PROPOSALS ON A REGULAR BASIS, AND MEET TO DISCUSS GRANT REQUESTS AT LEAST FIVE TIMES PER YEAR | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS MAY BE SUBMITTED AT ANY TIME IN WRITING TO THE FRANKEL FOUNDATION ADMINISTRATOR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS WHICH BENEFIT MEDICAL RESEARCH, UNDERPRIVILEGED PERSONS, AND CULTURAL APPRECIATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHICAGO OPERA THEATER | ||||||||
| 410 S MICHIGAN AVE SUITE 404 | CHICAGO | IL | 60603 | NONE | PC | PROGRAM SUPPORT | $60,000 | |
| COURT THEATER | ||||||||
| 5535 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | PROGRAM SUPPORT | $45,000 | |
| WTTW CHANNEL 11 | ||||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| RAVINIA FESTIVAL | ||||||||
| 200 RAVINIA PARK ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | PROGRAM SUPPORT | $175,000 | |
| CHICAGO YOUTH CENTERS | ||||||||
| 104 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| LAWRENCE HALL YOUTH SERVICES | ||||||||
| 4833 N FRANCISCO AVENUE | CHICAGO | IL | 606253698 | NONE | PC | PROGRAM SUPPORT | $80,000 | |
| METROPOLITAN FAMILY SERVICES | ||||||||
| 101 N WACKER DR 17TH FLOOR | CHICAGO | IL | 60606 | NONE | PC | PROGRAM SUPPORT | $70,000 | |
| DEBORAH'S PLACE | ||||||||
| 2822 WEST JACKSON | CHICAGO | IL | 60612 | NONE | PC | PROGRAM SUPPORT | $55,000 | |
| THE MUSEUM OF CONTEMPORARY ART | ||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 606112604 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| CHICAGO LIGHTHOUSE | ||||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 606081298 | NONE | PC | PROGRAM SUPPORT | $45,000 | |
| HUBBARD STREET DANCE CHICAGO | ||||||||
| 1147 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | PROGRAM SUPPORT | $375,000 | |
| MUSIC OF THE BAROQUE | ||||||||
| 25 E WASHINGTON STREET SUITE 823 | CHICAGO | IL | 60602 | NONE | PC | PROGRAM SUPPORT | $90,000 | |
| GOODMAN THEATER | ||||||||
| 170 N DEARBORN ST | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $90,000 | |
| CHICAGO ARCHITECTURE FOUNDATION | ||||||||
| 224 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| GRANT PARK MUSIC FESTIVAL | ||||||||
| 9700 W HIGGINS RD | CHICAGO | IL | 60018 | NONE | PC | PROGRAM SUPPORT | $75,000 | |
| STEPPENWOLF THEATRE COMPANY | ||||||||
| 1650 N HALSTED STREET | CHICAGO | IL | 60614 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| THE NIGHT MINISTRY | ||||||||
| 4711 NORTH RAVENSWOOD AVE | CHICAGO | IL | 60640 | NONE | PC | PROGRAM SUPPORT | $60,000 | |
| MERCY HOME FOR BOYS AND GIRLS | ||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| THRESHOLDS | ||||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | PROGRAM SUPPORT | $70,000 | |
| CHICAGO YOUTH SYMPHONY ORCHESTRA | ||||||||
| 410 S MICHIGAN AVENUE ROOM 833 | CHICAGO | IL | 60605 | NONE | PC | PROGRAM SUPPORT | $35,000 | |
| SHEDD AQUARIUM | ||||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| THE JOFFREY BALLET OF CHICAGO | ||||||||
| 70 E LAKE STREET STE 1300 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $115,000 | |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY | ||||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 60607 | NONE | PC | PROGRAM SUPPORT | $65,000 | |
| HOME | ||||||||
| 1419 W CARROLL AVE 2ND FLOOR | CHICAGO | IL | 60607 | NONE | PC | PROGRAM SUPPORT | $40,000 | HOME OPPORTUNITIES & MAINTENANCE FOR THE |
| INFANT WELFARE SOCIETY OF CHICAGO | ||||||||
| 3600 FULLERTON AVENUE | CHICAGO | IL | 60647 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||||
| 541 N FAIRBANKS CT RM 1630 | CHICAGO | IL | 60611 | NONE | PC | PROGRAM SUPPORT | $1,366,054 | |
| MUSEUM OF SCIENCE AND INDUSTRY | ||||||||
| 5700 S DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60606 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| CHICAGO HOUSE AND SOCIAL SERVICE | ||||||||
| 2229 SOUTH MICHIGAN AVE SUITE 304 | CHICAGO | IL | 606162102 | NONE | PC | PROGRAM SUPPORT | $100,000 | AGENCY |
| LEARNING ALLY | ||||||||
| 180 N MICHIGAN SUITE 620 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $55,000 | |
| LA RABIDA CHILDREN'S HOSPITAL | ||||||||
| 6501 S PROMONTORY DR | CHICAGO | IL | 60649 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE SUITE 1700 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $200,000 | |
| FRANCISCAN OUTREACH | ||||||||
| 1645 W LEMOYNE ST | CHICAGO | IL | 60622 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| NEWBERRY LIBRARY | ||||||||
| 60 W WALTON ST | CHICAGO | IL | 60610 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| SHIRLEY RYAN ABILITY LAB | ||||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATING PURPOSES | $250,000 | |
| CASA CENTRAL | ||||||||
| 1343 N CALIFORNIA AVE | CHICAGO | IL | 60622 | NONE | PC | PROGRAM SUPPORT | $35,000 | |
| CHICAGO ZOOLOGICAL SOCIETY | ||||||||
| 3300 S GOLF RD | BROOKFIELD | IL | 60513 | NONE | PC | PROGRAM SUPPORT | $25,000 | ZOO |
| CHICAGO SHAKESPEARE THEATER | ||||||||
| 800 EAST GRAND AVENUE | CHICAGO | IL | 60611 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| BLACK ENSEMBLE THEATER | ||||||||
| 4450 N CLARK ST | CHICAGO | IL | 60640 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| MARILLAC ST VINCENT FAMILY SERVICES | ||||||||
| 100 W NORTH AVENUE | CHICAGO | IL | 60614 | NONE | PC | PROGRAM SUPPORT | $35,000 | |
| LAWNDALE CHRISTIAN LEGAL CENTER | ||||||||
| 1530 S HAMLIN AVE | CHICAGO | IL | 60623 | NONE | PC | PROGRAM SUPPORT | $110,000 | |
| SECOND SENSE | ||||||||
| 65 E WACKER PLACE SUITE 1010 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| ARTS OF LIFE | ||||||||
| 2010 W CARROLL AVE | CHICAGO | IL | 60612 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| LEGAL AID CHICAGO GRANT | ||||||||
| 120 SOUTH LASALLE ST SUITE 900 | CHICAGO | IL | 60603 | NONE | PC | PROGRAM SUPPORT | $30,000 | MASTER TRUST WIRE ACCOUNT |
| IGNITE | ||||||||
| C/O KIRSTIE MASON 180 N MICHIGAN | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| YOU GRANT | ||||||||
| 1911 CHURCH ST | EVANSTON | IL | 60201 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| GLENWOOD SCHOOL | ||||||||
| 500 W 187TH ST | GLENWOOD | IL | 60425 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| CHILDRENS HOSPITAL OF CHICAGO FOUNDATION | ||||||||
| 225 EAST CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | PROGRAM SUPPORT | $275,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,066,054 | 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 | $1,981,627 | 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 | $2,850,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 14 | $3,268 |
| TAX REFUND | 14 | $6,326 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,841,848 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,841,848 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $9,594 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,268 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $19,406 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $74,476 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $8,669 | $8,669 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,924 | $2,924 | $0 |
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