HABERMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HABERMAN FAMILY FOUNDATION (EIN 36-4003623)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-14
- IRS object ID
- 202631959349100973
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-14T15:38:03-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 30 S WACKER DRIVE STE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364003623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HABERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOEL HABERMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HABE | BusinessNameControlTxt |
| Phone | 8475014470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1091 SAXONY DRIVE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH HABERMAN STERN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8475014470 | PhoneNum |
| Signature | 2026-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC VOGEL | PreparerPersonNm |
| PTIN | P00934100 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2026-07-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $10,007,302 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $214,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $214,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,965,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $281,984 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,888 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,888 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $517,926 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $520,388 | 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 |
| Legal Fees Rev And Expnss | $490 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $382 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $108 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,020 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,128 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,303 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,113 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $429,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $429,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $516,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $431,613 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $453,555 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $954,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $834,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $834,528 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $999,701 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,250,931 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,256,990 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,605,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,322,544 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,306,167 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $445,766 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $599,367 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $609,617 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,005,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,007,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,007,302 | 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 | $7,005,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,007,370 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,005,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,007,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,005,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,007,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,005,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,480 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,007,370 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,007,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $29,162 | $35,058 | -$5,896 | -$5,896 |
| PUBLICLY TRADED SECURITIES | $1,895,913 | $1,647,326 | $248,587 | $248,587 |
| PUBLICLY TRADED SECURITIES | $40,131 | $838 | $39,293 | $39,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,984 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,304 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,304 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,606 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,106 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,802 | OverpaymentAmt |
| Applied To ES Tax | $7,802 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH HABERMAN STERN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8475014470 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 SANCTUARY DRIVE | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH HABERMAN STERN | ||||||||
| 545 SANCTUARY DRIVE | LONGBOAT KEY | FL | 34228 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| RANDALL B HABERMAN | ||||||||
| 7865 TRIESTE PL | DELRAY BEACH | FL | 334464403 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOEL S HABERMAN | ||||||||
| 1091 SAXONY DRIVE | HIGHLAND PARK | IL | 60035 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| AUDREY E HABERMAN CO JOEL HABERMAN | ||||||||
| 1091 SAXONY DRIVE | HIGHLAND PARK | IL | 60035 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BENJAMIN N FEDER CO JOEL HABERMAN | ||||||||
| 1091 SAXONY DRIVE | HIGHLAND PARK | IL | 60035 | ASSISTANT SECRETARY | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,445,300 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,004,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,449,620 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,449,620 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,307,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $465,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $465,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,304 | TotalTaxAmt |
| Distributable Before Adj | $459,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $459,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $459,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $431,613 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $431,613 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $459,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $259,560 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $431,613 | QualifyingDistributionsAmt |
| Applied To Year1 | $259,560 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,053 | 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 | $287,037 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDITH HABERMAN STERN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A BETTER CHICAGO - EMERGENCY FUND | ||||||||
| 200 W MADISON STREET | CHICAGO | IL | 60606 | GENERAL | PC | CHARITABLE | $25,000 | |
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | GENERAL | PC | CHARITABLE | $3,400 | |
| AJC | ||||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | GENERAL | PC | CHARITABLE | $500 | |
| ALL FAITHS FOOD BANK | ||||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | GENERAL | PC | CHARITABLE | $500 | |
| ALS | ||||||||
| 939 W RANDOLPH ST 2W | CHICAGO | IL | 60607 | GENERAL | PC | CHARITABLE | $750 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | GENERAL | PC | CHARITABLE | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVENUE SUITE 1210 | CHICAGO | IL | 60601 | GENERAL | PC | CHARITABLE | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 208 S LASALLE STREET SUITE 1500 | CHICAGO | IL | 60604 | GENERAL | PC | CHARITABLE | $5,000 | |
| AMERICAN MACULAR DEGENERATION FOUNDATION | ||||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | GENERAL | PC | CHARITABLE | $200 | |
| AMERICAN RED CROSS | ||||||||
| 2200 W HARRISON STREET | CHICAGO | IL | 60612 | GENERAL | PC | CHARITABLE | $10,500 | |
| ANTI-CRUELTY SOCIETY | ||||||||
| 510 N LASALLE DR | CHICAGO | IL | 60654 | GENERAL | PC | CHARITABLE | $5,000 | |
| ART INSTITUE | ||||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | GENERAL | PC | CHARITABLE | $250 | |
| ARTIST TRUST | ||||||||
| 1835 12TH AVENUE | SEATTLE | WA | 98122 | GENERAL | PC | CHARITABLE | $2,500 | |
| BIRTHRIGHT FOUNDATION | ||||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | GENERAL | PC | CHARITABLE | $2,000 | |
| BOCA RATON REGIONAL HOSPITAL | ||||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | GENERAL | PC | CHARITABLE | $1,500 | |
| CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | GENERAL | PC | CHARITABLE | $1,000 | |
| CASA OF COOK COUNTY | ||||||||
| 1100 S HAMILTON NAVE 8W | CHICAGO | IL | 60612 | GENERAL | PC | CHARITABLE | $5,000 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | GENERAL | PC | CHARITABLE | $250 | |
| CHICAGO BRITTLE BONE FOUNDATION | ||||||||
| PO BOX 2462 | CHICAGO | IL | 60690 | GENERAL | PC | CHARITABLE | $1,000 | |
| CHICAGO HEARING SOCIETY | ||||||||
| 2017 N MENDELL ST SUITE 3NE | CHICAGO | IL | 60614 | GENERAL | PC | CHARITABLE | $250 | |
| CLEARBROOK | ||||||||
| 1835 WEST CENTRAL ROAD | ARLINGTON HEIGHTS | IL | 60005 | GENERAL | PC | CHARITABLE | $1,000 | |
| COAST SALISH YOUTH | ||||||||
| PO BOX 755 | ANACORTES | WA | 98221 | GENERAL | PC | CHARITABLE | $2,500 | |
| CONGREGATION BETH JUDEA | ||||||||
| 5304 RFD | LONG GROVE | IL | 60047 | GENERAL | PC | CHARITABLE | $3,600 | |
| EL CENTER AT TEMPLE BETH ISRAEL | ||||||||
| 3601 DEMPSTER ST | SKOKIE | IL | 60076 | GENERAL | PC | CHARITABLE | $250 | |
| EL ENTRO DE LA RAZA | ||||||||
| 2524 16TH AVENUE SOUTH | SEATTLE | WA | 98144 | GENERAL | PC | CHARITABLE | $1,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 17 N STATE STREET SUITE 650 | CHICAGO | IL | 60602 | GENERAL | PC | CHARITABLE | $300 | |
| FEEDING AMERICA | ||||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | GENERAL | PC | CHARITABLE | $3,300 | |
| FLORIDA STUDIO THEATTRE | ||||||||
| 1241 N PALM AVENUE | SARASOTA | FL | 342365602 | GENERAL | PC | CHARITABLE | $1,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | GENERAL | PC | CHARITABLE | $2,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | GENERAL | PC | CHARITABLE | $500 | |
| HALLIE225 FOUNDATION | ||||||||
| 229 PARK AVE | HIGHLAND PARK | IL | 60035 | GENERAL | PC | CHARITABLE | $3,400 | |
| HELP HOPE LIVE | ||||||||
| TWO RADNOR CORPORATE CENTER 100 | RADNOR | PA | 19087 | GENERAL | PC | CHARITABLE | $5,000 | MATSONFORD RD SUITE 100 |
| HIAS | ||||||||
| 411 FIFTH AVENUE SUITE 1006 | NEW YORK | NY | 10016 | GENERAL | PC | CHARITABLE | $2,500 | |
| INVITED FOUNDATION | ||||||||
| 5221 NORTH OCONNOR BLVD SUITE 300 | IRVING | TX | 75039 | GENERAL | PC | CHARITABLE | $900 | |
| ISLANDWOOD | ||||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE | WA | 98110 | GENERAL | PC | CHARITABLE | $7,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 3201 S TAMARAC DRIVE | DENVER | CO | 80231 | GENERAL | PC | CHARITABLE | $5,000 | |
| JEWISH FEDERATION OF SARASOTA-MANATEE | ||||||||
| 580 MCINTOSH ROAD | SARASOTA | FL | 34232 | GENERAL | PC | CHARITABLE | $7,000 | |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | GENERAL | PC | CHARITABLE | $12,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | GENERAL | PC | CHARITABLE | $5,000 | |
| JEWISH UNITED FUND | ||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | GENERAL | PC | CHARITABLE | $34,000 | |
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | GENERAL | PC | CHARITABLE | $7,500 | |
| KUOW PUGET SOUND PUBLIC RADIO | ||||||||
| 4518 UNIVERSITY WAY NE SUITE 310 | SEATTLE | WA | 98105 | GENERAL | PC | CHARITABLE | $5,000 | |
| LAMBDA LEGAL | ||||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 100053919 | GENERAL | PC | CHARITABLE | $1,000 | |
| LAURI S BAUER FOUNDATION | ||||||||
| PO BOX 737 | LINCOLNSHIRE | IL | 60069 | GENERAL | PC | CHARITABLE | $1,000 | |
| LEGAL VOICE | ||||||||
| 907 PINE STREET SUITE 500 | SEATTLE | WA | 98101 | GENERAL | PC | CHARITABLE | $1,000 | |
| LURIE CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | GENERAL | PC | CHARITABLE | $10,000 | |
| MAKE-A-WISH | ||||||||
| 4742 NORTH 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | GENERAL | PC | CHARITABLE | $5,000 | |
| MARK SCHONWETTER HOLOCAUST EDUCATION FOUNDATION | ||||||||
| 184 SOUTH LIVINGSTON AVE SUITE 9349 | LIVINGSTON | NJ | 07039 | GENERAL | PC | CHARITABLE | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | GENERAL | PC | CHARITABLE | $500 | |
| METHOW CONSERVANCY | ||||||||
| 414 RIVERSIDE AVENUE PO BOX 71 | WINTHROP | WA | 98862 | GENERAL | PC | CHARITABLE | $2,500 | |
| MLK SCHOLARSHIP | ||||||||
| PO BOX 839966 | SAN ANTONIO | TX | 78283 | GENERAL | PC | CHARITABLE | $1,000 | |
| NATIONAL RUNAWAY SAFELINE | ||||||||
| 3141B N LINCOLN | CHICAGO | IL | 60657 | GENERAL | PC | CHARITABLE | $2,500 | |
| NATURE CONSERVATORY | ||||||||
| 400 N MICHIGAN AVE SUITE 1100 | CHICAGO | IL | 60611 | GENERAL | PC | CHARITABLE | $2,500 | |
| NORTH SHORE CONGREGATION ISRAEL | ||||||||
| 1185 SHERIDAN ROAD | GLENCOE | IL | 60022 | GENERAL | PC | CHARITABLE | $21,000 | |
| NORTH SHORE UNIVERSITY HEALTH SYSTEM | ||||||||
| 1033 UNIVERSITY PLACE SUITE 450 | EVANSTON | IL | 60201 | GENERAL | PC | CHARITABLE | $300 | |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | ||||||||
| 615 2ND AVENUE SUITE 400 | SEATTLE | WA | 98104 | GENERAL | PC | CHARITABLE | $4,000 | |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||||
| 541 NORTH FAIRBANKS COURT SUITE 800 | CHICAGO | IL | 60611 | GENERAL | PC | CHARITABLE | $15,000 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH ST NW STE 800 | WASHINGTON | DC | 20036 | GENERAL | PC | CHARITABLE | $3,300 | |
| PAWS | ||||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | GENERAL | PC | CHARITABLE | $3,300 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA FOUNDATION | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | GENERAL | PC | CHARITABLE | $7,000 | |
| PLYMOUTH HOUSING | ||||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | GENERAL | PC | CHARITABLE | $500 | |
| PRIDE FOUNDATION | ||||||||
| 1122 E PIKE STREET PMB 1001 | SEATTLE | WA | 98122 | GENERAL | PC | CHARITABLE | $1,000 | |
| RANIER VALLEY FOOD BANK | ||||||||
| 4205 RAINIER AVE S | SEATTLE | WA | 98118 | GENERAL | PC | CHARITABLE | $2,500 | |
| RAVINIA FESTIVAL | ||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | GENERAL | PC | CHARITABLE | $15,000 | |
| RAVINIA NURSERY SCHOOL | ||||||||
| 686 RED OAK LN | HIGHLAND PARK | IL | 60035 | GENERAL | PC | CHARITABLE | $3,300 | |
| RONALD MCDONALD HOUSE | ||||||||
| PO BOX 2489 | NEW YORK | NY | 101310601 | GENERAL | PC | CHARITABLE | $500 | |
| SALVATION ARMY | ||||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | GENERAL | PC | CHARITABLE | $500 | |
| SARASOTA BALLET | ||||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | GENERAL | PC | CHARITABLE | $400 | |
| SCLERODERMA FOUNDATION | ||||||||
| 134 N LASALLE STREET SUITE 1360 | CHICAGO | IL | 60602 | GENERAL | PC | CHARITABLE | $35,000 | |
| SHIRLEY RYAN ABILITY LAB | ||||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | GENERAL | PC | CHARITABLE | $10,000 | |
| TEMPLE BETH AM | ||||||||
| 225 MCHENRY ROAD | BUFFALO GROVE | IL | 60289 | GENERAL | PC | CHARITABLE | $3,500 | |
| TEMPLE BETH EL | ||||||||
| 3610 DUNDEE ROAD | NORTHBROOK | IL | 60062 | GENERAL | PC | CHARITABLE | $7,000 | |
| THE ARK | ||||||||
| 6450 N CALIFORNIA AVENUE | CHICAGO | IL | 60645 | GENERAL | PC | CHARITABLE | $500 | |
| THE HUMANE SOCIETY | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | GENERAL | PC | CHARITABLE | $2,500 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVENUE SUITE 007 | CHICAGO | IL | 60637 | GENERAL | PC | CHARITABLE | $25,000 | |
| UNIVERSITY OF CHICAGO LAB SCHOOL | ||||||||
| 1362 E 59TH ST | CHICAGO | IL | 60637 | GENERAL | PC | CHARITABLE | $300 | |
| VASCULITUS FOUNDATION | ||||||||
| PO BOX 28660 | KANSAS CITY | MO | 64188 | GENERAL | PC | CHARITABLE | $50,000 | |
| WASHINGTON TRAILS ASSOCIATION | ||||||||
| 705 2D AVE 300 | SEATTLE | WA | 98104 | GENERAL | PC | CHARITABLE | $1,000 | |
| WESTERN GOLF ASSOCIATION EVAN SCHOLARSHIP | ||||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | GENERAL | PC | CHARITABLE | $500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | GENERAL | PC | CHARITABLE | $2,500 | |
| WTTW | ||||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 606254698 | GENERAL | PC | CHARITABLE | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $429,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,516 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,522 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $517,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $517,926 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $7,020 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,980 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PERSHING A/C 09432 | BondNm |
| EOY Book Value | $599,367 | EOYBookValueAmt |
| EOYFMV | $609,617 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH A/C 04305 | $834 | $202,104 |
| MERRILL LYNCH A/C 04441 | $272,640 | $458,537 |
| MERRILL LYNCH A/C 04441 | $647,620 | $827,602 |
| PERSHING A/C 09432 | $3,281,264 | $5,710,482 |
| PERSHING A/C 09432 | $120,186 | $107,442 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,250,931 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,256,990 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $490 | LegalFeesAmt |
| Net Investment Income | $382 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $108 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU FUND | $15 | $0 | $15 |
| OTHER FEE | $10 | $0 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $23,888 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23,888 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,888 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH - 04305 | $150 | $150 | $0 |
| MERRILL LYNCH - 04441 | $14,113 | $14,113 | $0 |
| HARRIS ASSOCIATES - 09432 | $39,865 | $39,865 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $43 | $43 | $0 |
| OTHER EXPENSES | $5,260 | $5,260 | $0 |
| TAXES | $18,000 | $0 | $0 |