HOCHBERG FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOCHBERG FAMILY FOUNDATION (EIN 36-3152002)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-03-24
- IRS object ID
- 201440839349100054
- Schema version
- 2012v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-24T11:46:38-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363152002 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOCHBERG FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOCH | NameControl |
| Phone | 8478812006 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY HOCHBERG | Name |
| Title | DIRECTOR | Title |
| Phone | 8478812006 | Phone |
| Date Signed | 2014-03-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIN M FLANAGAN | Name |
| PTIN | P00866239 | PTIN |
| Phone | 8475177070 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6434483 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1218000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 7894 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7894 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 67418 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 67418 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 100953 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1465403 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 100953 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 27 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 27 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1394292 | TotalRevenueAndExpenses |
| Total Net Investment Income | 176265 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 27 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 11120 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7115 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 52 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 21663 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 21653 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 39898 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21705 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 712766 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 712766 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 752664 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21705 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 712766 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 641628 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 154560 | NetInvestmentIncome |
| Adjusted Net Income | 27 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1109975 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 320451 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 320451 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3391390 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4670153 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5312170 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 650000 | OtherAssetsBOY |
| Other Assets EOY | 801862 | OtherAssetsEOY |
| Other Assets EOYFMV | 801862 | OtherAssetsEOYFMV |
| Total Assets BOY | 5151365 | TotalAssetsBOY |
| Total Assets EOY | 5792466 | TotalAssetsEOY |
| Total Assets EOYFMV | 6434483 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 5151365 | RetainedEarningsBOY |
| Retained Earnings EOY | 5792466 | RetainedEarningsEOY |
| Total Net Assets BOY | 5151365 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5792466 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5151365 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5792466 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5151365 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 641628 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5792993 | Subtotal |
| Other Decreases | 527 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5792466 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| SAVILE ROW DIVERSIFIED HEDGE E | P | 2012-01-01 | 2013-11-30 | 24 | 24 | 24 | |
| SAVILE ROW MANAGED FUTURES T | P | 2013-01-01 | 2013-11-30 | 17191 | 17191 | 17191 | |
| FIDELITY 7053 | P | 2013-01-01 | 2013-11-30 | 588468 | 14941 | 14941 | 573527 |
| FIDELITY 7053 | P | 2012-01-01 | 2013-11-30 | 323938 | 13561 | 13561 | 310377 |
| FIDELITY 6775 | P | 2013-01-01 | 2013-11-30 | 266621 | 3582 | 3582 | 263039 |
| FIDELITY 6775 | P | 2012-01-01 | 2013-11-30 | 118662 | 12925 | 12925 | 105737 |
| FIDELITY 6783 | P | 2013-01-01 | 2013-11-30 | 67057 | 4267 | 4267 | 62790 |
| FIDELITY 6783 | P | 2012-01-01 | 2013-11-30 | 55744 | 6764 | 6764 | 48980 |
| CAPITAL GAINS DIVIDENDS | P | 27698 | 27698 | 27698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 100953 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 697636 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3720751 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.187499 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 890344 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4406573 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.202049 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1108600 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4443154 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.249507 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1469647 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6182510 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.237710 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1346190 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6942738 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.193899 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.070664 | TotalDistributionRatio |
| Average Distribution Ratio | 0.214133 | AverageDistributionRatio |
| Net Noncharitable Assets | 4643546 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 994336 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1546 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 995882 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 712766 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3091 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3091 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3091 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4800 | TotalCreditsAndPayments |
| Overpayment | 1709 | Overpayment |
| Amount Credited To Next Year | 1709 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LARRY J HOCHBERG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8478812006 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4235165 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 479095 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4714260 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4714260 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 70714 | CashDeemedCharitable |
| Net Noncharitable Assets | 4643546 | NetNoncharitableAssets |
| Minimum Investment Return | 232177 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 232177 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3091 | TaxBasedOnInvestmentIncome |
| Total Tax | 3091 | TotalTax |
| Distributable Amount Before Adj | 229086 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 229086 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 229086 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 712766 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 712766 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 712766 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 229086 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1349672 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1469924 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1108600 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 890344 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 697636 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5516176 | TotalExcessDistriCarryover |
| Qualifying Distributions | 712766 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 712766 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 229086 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 229086 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5999856 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1120586 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4879270 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1469924 | ExcessFromYear4 |
| Excess From Year3 | 1108600 | ExcessFromYear3 |
| Excess From Year2 | 890344 | ExcessFromYear2 |
| Excess From Year1 | 697636 | ExcessFromYear1 |
| Excess From Current Year | 712766 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY J HOCHBERG | ContributingManager |
| Contributing Manager | ANDREW S HOCHBERG | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (49 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AKIVA SCHOOL | ||||||||||||
| 450 KENSINGTON | WESTMOUNT MONTREAL | QUEBEC | CA | H3Y 3A2 | NONE | PUBLIC | CHARITABLE | $15,000 | ||||
| AMCHA INITITIVE | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $2,500 | PO BOX 408 | SANTA CRUZ | CA | 95061 | |||||
| AMERICAN ACADEMY IN BERLIN | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,500 | 14 EAST 60TH STREET SUITE 604 | NEW YORK | NY | 10022 | |||||
| AMERICAN FRIENDS OF ALYN | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $200 | 122 E 42ND ST 1519 | NEW YORK | NY | 10017 | |||||
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $15,000 | 251 H STREET NW | WASHINGTON | DC | 20001 | |||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $13,500 | 165 EAST 56TH STREET | NEW YORK | NY | 10022 | |||||
| AMERICAN YOUTH SYMPHONY | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $2,500 | 2365 WESTWOOD BLVD SUITE 23 | LOS ANGELES | CA | 90064 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $7,000 | 120 SOUTH LASALLE STE 1150 | CHICAGO | IL | 60603 | |||||
| BAR-ILAN UNIVERSITY | ||||||||||||
| MAX VE-ANNA WEBB ST | RANAT GAN | IS | 52900 | NONE | PUBLIC | CHARITABLE | $2,000 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $10,000 | 521 5TH AVE 27 | NEW YORK | NY | 10175 | |||||
| BNC | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $250 | 415 SOUTH STREET | WALTHAM | MA | 02453 | |||||
| CAFAMERICA | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,000 | 1800 DIAGONAL ROAD SUITE 150 | ALEXANDRIA | VA | 223142840 | |||||
| CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $17,500 | 30 S WELLS STREET | CHICAGO | IL | 60606 | |||||
| CIVIC LEADERSHIP FOUNDATION | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $10,000 | PO BOX 456 | GLENCOE | IL | 60022 | |||||
| CONFERENCE OF PRESIDENTS | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $7,500 | 633 THIRD AVENUE | NEW YORK | NY | 10017 | |||||
| DAVID HOROWITZ FREEDOM CENTER | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $2,500 | PO BOX 55089 | SHERMAN OAKS | CA | 91499 | |||||
| EMIRATES INTERNATIONAL SCHOOL | ||||||||||||
| AL THANYA ROAD PO BOX 6446 | DUBAI | AE | NONE | PUBLIC | CHARITABLE | $5,000 | ||||||
| FOUNDATION OF THE DEFENSE OF DEMOCRACIES | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $52,500 | 1146 19TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | |||||
| FRIENDS OF ELNET | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $106,286 | 400 SKOKIE BLVD SUITE 800 | NORTHBROOK | IL | 600627908 | |||||
| FRIENDS OF TEL AVIV | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $5,000 | 39 BROADWAY | NEW YORK | NY | 10006 | |||||
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,250 | 4100 W 42ND PL | CHICAGO | IL | 60632 | |||||
| HILLEL THE FOUNDATION FOR JEWISH LIFE | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $10,000 | 800 8TH ST NW | WASHINGTON | DC | 20001 | |||||
| HONEST REPORTING | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $4,000 | 10024 SKOKIE BLVD SUITE 201 | SKOKIE | IL | 600771025 | |||||
| ISRAEL INSTITUTE OF STRATEGIC STUDIES | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,000 | 2121 K STREET NW SUITE 801 | WASHINGTON | DC | 20037 | |||||
| JEWISH BIG BROTHERS | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,000 | 333 NAHANTON STREET | NEWTON | MA | 02459 | |||||
| JEWISH EDUCATION TEAM | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,000 | 8170 N MCCORMICH BLVD SUITE 221 | SKOKIE | IL | 60076 | |||||
| JEWISH FEDERATION OF GREATER OKLAHOMA | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $500 | 710 WILSHIRE CREEK BLVD | OKLAHOMA CITY | OK | 73116 | |||||
| JEWISH FEDERATION OF LOS ANGELES | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $10,000 | 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | |||||
| JEWISH FEDERATION OF METROPOLITAN CHICAGO | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $100,000 | 30 S WELLS ST | CHICAGO | IL | 60606 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $13,650 | 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | |||||
| JEWISH LIFE | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $10,000 | 606 WEST 115TH STREET | NEW YORK | NY | 10025 | |||||
| JEWISH TELEGRAPHIC AGENCY | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $10,000 | 24 W 30TH ST 4TH FLOOR | NEW YORK | NY | 10001 | |||||
| JEWISH UNITED FUND | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $100,000 | 30 S WELLS STREET | CHICAGO | IL | 60606 | |||||
| JEWISH VOCATIONAL SERVICE | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $500 | 525 W MONROE ST | CHICAGO | IL | 60661 | |||||
| KESHET | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $600 | 3210 DUNDEE ROAD | NORTHBROOK | IL | 60062 | |||||
| LEADERSHIP GREATER CHICAGO | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $500 | 111 EAST WACKER DRIVE SUITE 1220 | CHICAGO | IL | 60601 | |||||
| NATIONAL CHRISTIAN LEADERSHIP CONFERENCE | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $5,000 | PO BOX 158 | ANOKA | MN | 55303 | |||||
| NSS BETH EL | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $500 | 1175 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | |||||
| ORT AMERICA | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $500 | 3701 COMMERCIAL AVENUE SUITE 13 | NORTHBROOK | IL | 60062 | |||||
| PROCLAIMING JUSTICE TO THE NATIONS INC | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $37,500 | PO BOX 682711 | FRANKLIN | TN | 370682711 | |||||
| RAVINIA | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $6,000 | 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | |||||
| SISTER ROSE THERING | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $10,000 | 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | |||||
| STAND WITH US | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $80,530 | PO BOX 340169 | LOS ANGELES | CA | 90034 | |||||
| TEMPLE BETH AM | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,000 | 1370 ABBOTT CT | BUFFALO GROVE | IL | 60089 | |||||
| THE SCHECHTER INSTITUTE | ||||||||||||
| AVRAHAM GRANOT ST 4 | JERUSALEM | IS | 93706 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| TRIBE MEDIA CORPORATION | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $1,500 | 3580 WILSHIRE BLVD 1510 | LOS ANGELES | CA | 90010 | |||||
| UNIVERSITY OF WISCONSIN - HILLEL | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $15,000 | 401 N LAKE STREET | MADISON | WI | 53715 | |||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $2,000 | 1828 L STREET NW SUITE 1050 | WASHINGTON | DC | 20036 | |||||
| ZIONIST ORGANIZATION OF AMERICA | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $10,000 | EAST 34TH ST | NEW YORK | NY | 10016 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 712766 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,894 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $67,418 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $100,953 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $27 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $176,292 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 176292 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | ANDY HOCHBERG | 400 SKOKIE BLVD STE 800 | NORTHBROOK | IL | 60062 | 75000 | X |
| 2 | LARRY HOCHBERG THRU AH INVESTMENT | 275 N DEERE PARK EAST | HIGHLAND PARK | IL | 60035 | 125000 | X |
| 3 | JOHN LOWENSTEIN | 9056 KARLOV | SKOKIE | IL | 60076 | 18000 | X |
| 4 | LARRY HOCHBERG REV TRUST | 275 N DEERE PARK EAST | HIGHLAND PARK | IL | 60035 | 1000000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $11,120 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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. | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIDELITY - 6775 | 485374 | 647372 |
| FIDELITY - 7053 | 3695538 | 4021414 |
| FIDELITY - 6783 | 489241 | 643384 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT IN SAVILE ROW MANAGED FUTURES T LLC | 250000 | 252185 | 252185 |
| INVESTMENT IN SAVILE ROW DIVERSIFIED HEDGE E LLC | 400000 | 399677 | 399677 |
| INVESTMENT IN SAVILE ROW PORTFOLIO TAIL HEDGE LLC | 0 | 150000 | 150000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED LOSS | $525 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK FEES | 6188 | 6188 | 0 | 0 |
| FILING FEES | 10 | 0 | 0 | 0 |
| THROUGH SAVILE ROW DIVERSIFED HEDGE E | 347 | 347 | 0 | 0 |
| THROUGH SAVILE ROW MANAGED FUTURES T | 15118 | 15118 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 27 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 27 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (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 Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| STATE FEES & TAXES | $15 | 0 | 0 | 0 |
| FOREIGN TAXES | $52 | 52 | 0 | 0 |
| FEDERAL EXCISE TAXES | $7,048 | 0 | 0 | 0 |