HOCHBERG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOCHBERG FAMILY FOUNDATION (EIN 36-3152002)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-03-30
- IRS object ID
- 202600899349100420
- Schema version
- 2024v5.5
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-30T09:13:44-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363152002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOCHBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOCH | BusinessNameControlTxt |
| Phone | 8478812023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 OLD ORCHARD RD 880 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY HOCHBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8478812023 | PhoneNum |
| Signature | 2026-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI PECK | PreparerPersonNm |
| PTIN | P01423033 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2026-03-27 | 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 | $12,352,081 | 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 | $60,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $133 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $352,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $351,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,852,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,932 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $147,113 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $131,930 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $813,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $736,339 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $161,766 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $159,807 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,849 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $231,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $220,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,189 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $913,522 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $913,522 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,144,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $220,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $922,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$330,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $515,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $260,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $279,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $279,087 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,140,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,409,767 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,486,685 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,824,070 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,543,426 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,518,677 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,236,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,067,632 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,067,632 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,460,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,299,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,352,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,460,608 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,299,912 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,460,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,299,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,460,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,299,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,460,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$330,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $170,062 | OtherIncreasesAmt |
| Subtotal | $9,299,912 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,299,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $29,984 | $35,244 | -$5,260 | -$5,260 |
| PUBLICLY TRADED SECURITIES - LT | P | $1,780,994 | $1,621,584 | $159,410 | $159,410 |
| K-1 STCG THRU BAXTER STREET FUND II, LP | P | $3,680 | $3,680 | ||
| K-1 LTCG THRU BAXTER STREET FUND II, LP | P | $56,733 | $56,733 | ||
| K-1 STCL THRU SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A | P | -$1,188 | -$1,188 | ||
| K-1 LTCG THRU SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A | P | $516 | $516 | ||
| K-1 UBI NPCG THRU SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A | P | $2,560 | $2,560 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $39,041 | $39,041 | $39,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,932 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,865 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,865 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,699 | OverpaymentAmt |
| Applied To ES Tax | $1,699 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LARRY J HOCHBERG | IndividualWithBooksNm |
| Phone | 8478812023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 OLD ORCHARD ROAD SUITE 880 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LARRY J HOCHBERG | ||||||||
| 5215 OLD ORCHARD ROAD SUITE 880 | SKOKIE | IL | 60077 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREW S HOCHBERG | ||||||||
| 5215 OLD ORCHARD ROAD SUITE 880 | SKOKIE | IL | 60077 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OXFORD FINANCIAL GROUP LTD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80238 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462800238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $53,686 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,486,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,067,632 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,739,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,739,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,563,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $578,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $578,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,166 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $54 | IncomeTaxAmt |
| Total Tax | $7,220 | TotalTaxAmt |
| Distributable Before Adj | $570,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $580,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $580,971 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $922,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $922,711 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $580,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $426,064 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $502,002 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $928,066 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $922,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $580,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $341,740 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,269,806 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,269,806 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $426,064 | ExcessFromYear2Amt |
| Excess From Year1 | $502,002 | ExcessFromYear1Amt |
| Excess From Current Year | $341,740 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY J HOCHBERG | ContributingManagerNm |
| Contributing Manager | ANDREW S HOCHBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF MUSIC OF PASO | |||||||
| 5400 N LAWLER AVE | CHICAGO | IL | 60630 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $800 | |
| ALZHEIMER'S FOUNDATION | |||||||
| 322 8TH AVENUE 16TH FLOOR | NEW YORK | NY | 10001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| AMCHA INITIATIVE | |||||||
| PO BOX 408 | SANTA CRUZ | CA | 95061 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| AMERICAN CONSERVATION COALITION | |||||||
| 1100 H ST NW STE 1200 | WASHINGTON | DC | 20005 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| AMERICAN FRIENDS ALYN HOSPITAL | |||||||
| 122 E 42ND ST 1519 | NEW YORK | NY | 10168 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| AMERICAN FRIENDS OF NETANYA COLLEGE | |||||||
| 270 MADISON AVENUE | NEW YORK | NY | 100160601 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| AMERICAN SEPHARDI FEDERATION | |||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| AMERICAN TECHNION SOCIETY | |||||||
| 30 NORTH LASALLE ST SUITE 1515 | CHICAGO | IL | 60602 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| AVENUES TO INDEPENDENCE | |||||||
| 515 BUSSE HWY | PARK RIDGE | IL | 60068 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| BCH FOUNDATION | |||||||
| 2050 LARKIN AVE 101 | ELGIN | IL | 60123 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| BEIT RUTH | |||||||
| 150 GREENWICH ST 29TH FL | NEW YORK | NY | 10007 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| BIRTHRIGHT | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $18,000 | |
| BRANDEIS CENTER FOR HUMAN RIGHTS | |||||||
| 1717 PENNSYLVANIA AVENUE NW STE | WASHINGTON | DC | 20006 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | 1025 |
| BRIDGES OUTREACH | |||||||
| 120 MORRIS AVE | SUMMIT | NJ | 07902 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| BRIGHT STAR COMMUNITY OUTREACH | |||||||
| 4518 S COTTAGE GROVE | CHICAGO | IL | 60653 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| BROAD STAGE | |||||||
| 1310 11TH ST | SANTA MONICA | CA | 90401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 6500 WILSHIRE BLVD STE 1100 | LOS ANGELES | CA | 90048 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| CENTER FOR PEACE COMMUNICATIONS | |||||||
| 1623 FLATBUSH AVE 200 | BROOKLYN | NY | 11210 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| CENTRAL FUND OF ISRAEL | |||||||
| 980 AVE OF AMERICAS STE 3RD FL | NEW YORK | NY | 10018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $24,550 | |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,800 | |
| CHRISTIANS UNITED FOR ISRAEL | |||||||
| PO BOX 1307 | SAN ANTONIO | TX | 78295 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $400 | |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING AND ANALYSIS (CAMERA) | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| CONCERN FOUNDATION FOR CANCER RESEARCH | |||||||
| 11111 W OLYMPIC BLVD STE 214 | LOS ANGELES | CA | 90064 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| DAVID AND JANET POLAK FOUNDATION - AKLA PROGRAM | |||||||
| 5215 OLD ORCHARD ROAD STE 880 | SKOKIE | IL | 60077 | PF | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| EAGLE'S WINGS | |||||||
| 514 14TH ST | WEST PALM BEACH | FL | 33401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| EB RESEARCH PARTNERSHIP | |||||||
| 132 EAST 43RD ST STE 432 | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| EDWARD CHARLES FOUNDATION | |||||||
| 269 S BEVERLY DR STE 338 | BEVERLY HILLS | CA | 90212 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| EL MEDIO INC | |||||||
| 20900 NE 30TH AVE STE 800 | AVENTURA | FL | 33180 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| ENDOWMENT FOR MIDDLE EAST TRUTH (EMET) | |||||||
| PO BOX 66366 | WASHINGTON | DC | 20035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| FIRST CONGREGATION SONS OF ISRAEL | |||||||
| PO BOX 352 | ST AUGUSTINE | FL | 32085 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES (FDD) | |||||||
| 1800 M ST NW | WASHINGTON | DC | 20033 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $90,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $65,000 | |
| FRIENDS OF THE JEWISH CHAPEL | |||||||
| 326 FIRST STREET SUITE 22 | ANNAPOLIS | MD | 21403 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| FUENTE LATINA | |||||||
| 1125 NE 125 ST STE 300-3 NORTH | MIAMI | FL | 33161 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| GEVURA FUND | |||||||
| 8 AILEEN TER | GLOUCESTER | MA | 01930 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,100 | |
| GVNGORG | |||||||
| 369 S DOHENY DR 250 | BEVERLY HILLS | CA | 902113508 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| HANDS ON TZEDAKAH | |||||||
| 2901 CLINT MOORE RD | BOCA RATON | FL | 334962041 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $17,500 | |
| HILLEL AT CLAREMONT COLLEGES | |||||||
| LANGDON ST | MADISON | WI | 53703 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| HOLLAND FOUNDATION FOR SIGHT RESTORATION | |||||||
| 1360 DOLWICK DRIVE SUITE 205 | ERLANGER | KY | 41018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 600771025 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| ILLINOIS POLICY INSTITUTE | |||||||
| 300 S RIVERSIDE PLAZA STE 1650 | CHICAGO | IL | 60606 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| IMPACT FORUM FOUNDATION | |||||||
| 15910 VENTURA BLVD STE 700 | ENCINO | CA | 91436 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $27,000 | |
| ISRAEL PARASPORT CENTER | |||||||
| 1 NORTHFIELD PLZ STE 300 | NORTHFIELD | IL | 60093 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| ISRAEL POLICY FORUM | |||||||
| 355 LEXINGTON AVE 4TH FL | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| ISRAELI-AMERICAN COUNCIL | |||||||
| 303 1320 CENTRE ST 301 | NEWTON | MA | 02459 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| JEWISH BOOK COUNCIL | |||||||
| 520 8TH AVE 4TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JEWISH COMMUNITY CENTER CHABAD | |||||||
| 137 W RAND RD | ARLINGTON HEIGHTS | IL | 60004 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| JEWISH FEDERATION OF GREATER INDIANAPOLIS | |||||||
| 6705 HOOVER ROAD | INDIANAPOLIS | IN | 46260 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| JEWISH FEDERATION PALM BEACH | |||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH ST STE 900 | NEW YORK | NY | 10001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,597 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA (JINSA) | |||||||
| 1101 14TH STREET NW STE 1030 | WASHINGTON | DC | 20005 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| JEWISH MIDDLE SCHOOL OF NASHVILLE | |||||||
| 3600 WEST END AVE | NASHVILLE | TN | 37205 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| JEWISH NEWS SYNDICATE | |||||||
| 40 NONANTUM ST | NEWTON | MA | 02458 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| JEWISH TELEGRAPHIC AGENCY | |||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| JEWISH VOCATIONAL SERVICES | |||||||
| 135 N ARLINGTON HEIGHTS RD 104 | BUFFALO GROVE | IL | 60089 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JEWS UNITED FOR DEMOCRACY AND JUSTICE | |||||||
| 11960 W SUNSET BLVD | LOS ANGELES | CA | 90049 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JUDAISM ALIVE | |||||||
| 7 FOXCLIFF CT | BALLWIN | MO | 63011 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,800 | |
| KESHET | |||||||
| 600 ACADEMY DR 130 | NORTHBROOK | IL | 60062 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| KIDS ABOVE ALL ILLINOIS | |||||||
| 8765 W HIGGINS STE 450 | CHICAGO | IL | 60631 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,500 | |
| LAFD FOUNDATION | |||||||
| 1700 STADIUM WAY STE 100 | LOS ANGELES | CA | 90012 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| LAKE SHORE DRIVE SYNAGOGUE | |||||||
| 70 E ELM ST | CHICAGO | IL | 60611 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| LOS ANGELES JEWISH FILM FESTIVAL | |||||||
| 3250 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| MAOT CHITIM OF GREATER CHICAGO | |||||||
| 3710 COMMERCIAL AVE 7 | NORTHBROOK | IL | 60062 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| MIDDLE EAST FORUM | |||||||
| 1920 CHESTNUT ST | PHILADELPHIA | PA | 191034634 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| NORTH SHORE SYNAGOGUE BETHEL | |||||||
| 1175 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| NORTHWESTERN LAW SCHOOL | |||||||
| 375 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 N FAIRBANKS CT STE 800 | CHICAGO | IL | 60611 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| ONETABLE | |||||||
| 79 MADISON AVENUE | NEW YORK | NY | 10016 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| PALESTINIAN MEDIA WATCH | |||||||
| PO BOX 23858 | NEW YORK | NY | 10087 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $22,500 | |
| PROCLAIMING JUSTICE TO THE NATIONS (PJTN) | |||||||
| PO BOX 682711 | FRANKLIN | TN | 370682711 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $35,000 | |
| RAVINIA FESTIVAL | |||||||
| 200 RAVINIA PARK RD | HIGHLAND PARK | IL | 60035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| REPORT INC | |||||||
| PMB 225 1121 N BETHLEHEM PIKE STE | SPRING HOUSE | PA | 19477 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | 60 |
| SHALVA | |||||||
| PO BOX 46375 | CHICAGO | IL | 60646 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| SINAI TEMPLE | |||||||
| 15 W DELAWARE PL | CHICAGO | IL | 60610 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | |
| STANDSTRONG | |||||||
| 5851 POWDER HORN LN | JAMESVILLE | NY | 13078 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| STANDWITHUS | |||||||
| PO BOX 340169 | LOS ANGELES | CA | 90034 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $102,500 | |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 W 68TH ST | NEW YORK | NY | 10023 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| THE CHICAGO CENTER FOR TORAH AND CHESED | |||||||
| 6557 N LINCOLN AVE | LINCOLNWOOD | IL | 60712 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE CHICAGO LIGHTHOUSE | |||||||
| 1850 WEST ROOSEVELT ROAD | CHICAGO | IL | 60608 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE E 92ND ST | NEW YORK | NY | 10128 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $125 | |
| THE PHILLY BAER FOUNDATION | |||||||
| 2723 WOODLAND DR | NORTHBROOK | IL | 60062 | PF | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| THE SCHECHTER INSTITUTE | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 191783566 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE SIX11 PROJECT | |||||||
| 1625 ELLSMERE AVE | LOS ANGELES | CA | 90019 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| TORAH UMESORAH - NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS | |||||||
| 620 FOSTER AVENUE | BROOKLYN | NY | 11230 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| TRIBE MEDIA CORP | |||||||
| 3250 WILSHIRE BLVD STE 1280 | LOS ANGELES | CA | 90010 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| UN WATCH USA | |||||||
| PO BOX 5872 | WASHINGTON | DE | 20016 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| WTTW CHANNEL 11 | |||||||
| 5400 N SAINT LOUIS AVE | CHICAGO | IL | 60625 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $913,522 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $986 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $351,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,560 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $251,760 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| BAXTER STREET FUND II | 14 | -$104 | ||
| EUSF, LLC | 14 | $7,204 | ||
| SAVILE ROW CONVERTIBLE BOND | 14 | $46,469 | ||
| SAVILE ROW DIVERSIFIER STRATEGIES | 14 | $26,693 | 900001 | $5,285 |
| SAVILE ROW GLOBAL MACRO FUND C | 14 | $44,374 | 900001 | $754 |
| SAVILE ROW TAX ADVANTAGED | 14 | $7,294 | 900001 | -$856 |
| RETURNED GRANTS | 01 | $10,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,729 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $745,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $753,896 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LARRY HOCHBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST PEARSON APT 2016 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,680 | Amt |
| Net Investment Income | $7,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,340 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME CL I | $604,453 | $575,288 |
| GMO OPPORTUNISTIC INCOME FUND INSTL | $254,485 | $247,354 |
| J P MORGAN EXCHANGE TRADED FD INFLATION | $208,874 | $210,351 |
| JPMORGAN CORE BOND CLASS I | $439,290 | $455,074 |
| VANGUARD INFLATION PROCTED SEC ADM CL | $36,324 | $30,610 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARGA INTERNATIONAL VALUE INSTL | $460,405 | $585,553 |
| AVANTIS US SMALL CAP VALUE ETF | $324,726 | $409,880 |
| DFA US LARGE CAP VALUE PRTF INSTL | $307,027 | $476,528 |
| GMO RESOURCES FUND I | $169,201 | $190,005 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $306,222 | $398,174 |
| KOPERNIK GLOBAL ALL CAP FUND INSTL | $371,628 | $458,245 |
| LAZARD GLOBAL LISTED INFRASTRUCTE INSTL | $190,960 | $220,386 |
| LISTED FD TR HORIZON KINETICS | $180,899 | $224,724 |
| POLAR CAPITAL EMERG MARKET STARS I | $241,313 | $324,681 |
| POLAR CAPITAL INTL SMALL COMPANY | $188,500 | $192,192 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | $241,468 | $325,031 |
| PZENA INTERNATIONAL SMALL CAP VALUE FD I | $188,500 | $229,857 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $1,743,948 | $3,856,884 |
| VANGUARD WORLD FDS VANGUARD INFORMATION | $6,331 | $45,132 |
| WILLIAM BLAIR INTERNAT'L GROWTH I | $488,639 | $549,413 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EFFICIENT US FUNDS, LLC DIVERSIFIED TREND PLUS SERIES | AT COST | $289,534 | $289,534 |
| SAVILE ROW CONVERTIBLE BOND FUND L 2021-1, LLC | AT COST | $321,425 | $321,425 |
| SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC | AT COST | $980,912 | $980,912 |
| SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLC | AT COST | $338,864 | $338,864 |
| SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLC | AT COST | $136,897 | $136,897 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL FILING FEES | $15 | $0 | $15 |
| CHECK IMPRINT FEE | $53 | $0 | $53 |
| BAXTER STREET FUND K-1 EXPENSES | $9,897 | $9,897 | $0 |
| SAVILE ROW TAX ADVANTAGED K-1 EXPENSES | $58,492 | $58,492 | $0 |
| SAVILE ROW CONVERTIBLE BOND K-1 EXPENSES | $228 | $228 | $0 |
| SAVILE ROW GLOBAL MACRO FUND C K-1 EXPENSES | $7,055 | $6,945 | $0 |
| SAVILE ROW DIVERSIFIER STRATEGIES K-1 EXPENSE | $84,245 | $84,245 | $0 |
| REIMBURSED CHARITABLE EXPENSES | $1,781 | $0 | $1,781 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BAXTER STREET FUND II | -$104 | -$104 | -$104 |
| EUSF, LLC | $7,204 | $7,204 | $7,204 |
| SAVILE ROW CONVERTIBLE BOND | $46,469 | $46,469 | $46,469 |
| SAVILE ROW DIVERSIFIER STRATEGIES | $31,978 | $26,693 | $31,978 |
| SAVILE ROW GLOBAL MACRO FUND C | $45,128 | $44,374 | $45,128 |
| SAVILE ROW TAX ADVANTAGED | $6,438 | $7,294 | $6,438 |
| RETURNED GRANTS | $10,000 | $10,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT BASIS ADJUSTMENT | Desc |
| Amt | $170,062 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY FEES | CategoryTxt |
| Amt | $53,686 | Amt |
| Net Investment Income | $53,686 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAYMENT | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |