FRANKEL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FAMILY FOUNDATION (EIN 36-7337220)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202221369349105862
- Schema version
- 2021v4.2
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T17:47:38-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362663249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 PATRIOT BOULEVARD-SUITE 400 | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367337220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 8474947916 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 W IRVING PARK ROAD 203 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER FRANKEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7733605412 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | FRANKEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES HAMILTON | PreparerPersonNm |
| PTIN | P01065919 | PTIN |
| Phone | 8474418800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,990,806 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $122,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,306,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,775 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $289,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,489 | 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 |
| Other Prof Fees Rev And Expnss | $142,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,572 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $93,828 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $535 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $663 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $663 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $864 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,430 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,107 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,365 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $998,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $998,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,147,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,107 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,093,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$857,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $253,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $253,919 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,415,467 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,437,436 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,451,981 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,707,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $681,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,103,027 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,701,079 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,705,968 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,767,054 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $423,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $432,783 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $413,282 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,297 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,543 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,543 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,371,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,513,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,990,806 | 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 | $5,371,554 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,513,613 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,371,554 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,513,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,371,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,513,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,371,554 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$857,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,513,613 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,513,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RMB 649-459984 | P | $177,960 | $175,481 | $2,479 | $2,479 |
| RMB 649-459984 | P | $1,237,978 | $1,135,586 | $102,392 | $102,392 |
| RMB 649-459810 | P | $6,254 | $6,804 | -$550 | -$550 |
| RMB 649-459810 | P | $75,309 | $34,362 | $40,947 | $40,947 |
| RMB 649-460010 | P | $799,078 | $786,404 | $12,674 | $12,674 |
| RMB 656-179390 | P | $755 | $636 | $119 | $119 |
| CAPITAL GAINS DIVIDENDS | P | $8,714 | $8,714 | $8,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,775 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,341 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,341 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,880 | 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 | $4,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,539 | OverpaymentAmt |
| Applied To ES Tax | $1,539 | 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 | FRANKELFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER FRANKEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7733605412 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 W IRVING PARK RD SUITE 203 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MIRIAM FRANKEL | ||||||||
| 1700 W IRVING PARK ROAD SUITE 203 | CHICAGO | IL | 60613 | VICE PRES/SECRETARY/DIRECT | 1.00 | $0 | $0 | $0 |
| PETER FRANKEL | ||||||||
| 1700 W IRVING PARK ROAD SUITE 203 | CHICAGO | IL | 60613 | PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| MATTHEW FRANKEL | ||||||||
| 1700 W IRVING PARK ROAD SUITE 203 | CHICAGO | IL | 60613 | DIRECTOR | 1.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STRATEGIC PHILANTHROPY LTD | |||||
| 1700 W IRVING PARK ROAD SUITE 203 | CHICAGO | IL | 60613 | CONSULTING | $93,460 |
| RMB CAPITAL MANAGEMENT LLC | |||||
| 115 S LASALLE ST 34TH FLOOR | CHICAGO | IL | 60603 | INVESTMENT ADVISOR | $48,582 |
| 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 | $5,681,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,916,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,916,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,827,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $291,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $291,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,341 | TotalTaxAmt |
| Distributable Before Adj | $288,057 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $288,057 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $288,057 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,093,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,093,365 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,057 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,110,841 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $806,160 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $872,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $824,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,613,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,093,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $288,057 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $805,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,418,866 | 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 | $1,110,841 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,308,025 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $806,160 | ExcessFromYear4Amt |
| Excess From Year2 | $872,543 | ExcessFromYear2Amt |
| Excess From Year1 | $824,014 | ExcessFromYear1Amt |
| Excess From Current Year | $805,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER FRANKEL | ContributingManagerNm |
| Contributing Manager | MATTHEW FRANKEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF ARIZONA | ||||||||||||
| PO BOX 17148 | PHOENIX | AZ | 85011 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $10,000 | |||||
| ACLU FOUNDATION OF ARIZONA | ||||||||||||
| PO BOX 17148 | PHOENIX | AZ | 85011 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $25,000 | |||||
| ADOPT-A-NATIVE ELDER | ||||||||||||
| 328 GREGSON AVE | SALT LAKE CITY | UT | 84115 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $250 | |||||
| BOOKS AND BREAKFAST | ||||||||||||
| 419 GREENWOOD | EVANSTON | IL | 60201 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $2,500 | |||||
| BULLETIN OF THE ATOMIC SCIENTISTS | ||||||||||||
| PO BOX 422 | HOPEDALE | IL | 61747 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $5,000 | |||||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $10,000 | |||||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $50,000 | |||||
| CHANGING WOMAN INITIATIVE | ||||||||||||
| 460 SAINT MICHAELS DR STE 804 | SANTA FE | NM | 87505 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $500 | |||||
| CHELONIAN RESEARCH FOUNDATION | ||||||||||||
| 168 GOODRICH ST | LUNENBERG | MA | 04162 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $10,000 | |||||
| CHICAGO COUNCIL ON GLOBAL AFFAIRS | ||||||||||||
| 180 N STETSON AVE 1400 | CHICAGO | IL | 60601 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $2,500 | |||||
| CHICAGO SHAKESPEARE THEATER | ||||||||||||
| 800 E GRAND AVENUE | CHICAGO | IL | 60611 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $5,000 | |||||
| COALITION FOR COMPASSION AND JUSTICE | ||||||||||||
| PO BOX 1882 | PRESCOTT | AZ | 86302 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $2,000 | |||||
| COLIBR CENTER FOR HUMAN RIGHTS | ||||||||||||
| 738 N 5TH AVE SUITE 235 | TUCSON | AZ | 85705 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $500 | |||||
| CONCERN WORLDWIDE | ||||||||||||
| 332 S MICHIGAN AVE 9TH FLOOR | CHICAGO | IL | 60604 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $10,000 | |||||
| CREIGHTON UNIVERSITY SCHOOL OF NURSING | ||||||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $3,000 | |||||
| CULTURAL SURVIVAL | ||||||||||||
| PO BOX 381569 | CAMBRIDGE | MA | 02238 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $500 | |||||
| CURE VIOLENCE | ||||||||||||
| 227 W MONROE ST SUITE 1025 | CHICAGO | IL | 60606 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $5,000 | |||||
| EARTH LAW CENTER | ||||||||||||
| PO BOX 3164 | BOULDER | CO | 80307 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $500 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $5,000 | |||||
| ERIE FAMILY HEALTH CENTER | ||||||||||||
| 1701 WEST SUPERIOR STREET 3RD FLOOR | CHICAGO | IL | 60622 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $10,000 | |||||
| EVANSTON SCHOLARS | ||||||||||||
| PO BOX 7044 | EVANSTON | IL | 60204 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $10,000 | |||||
| EVANSTON SCHOLARS | ||||||||||||
| PO BOX 7044 | EVANSTON | IL | 60204 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $2,500 | |||||
| FAMILY PROMISE CHICAGO NORTH SHORE | ||||||||||||
| PO BOX 484 | GLENCOE | IL | 60022 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $5,000 | |||||
| FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT | ||||||||||||
| PO BOX 86299 | TUCSON | AZ | 85754 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $75,000 | |||||
| FORGING OPPORTUNITIES FOR REFUGEES IN AMERICA INC NFP | ||||||||||||
| 5822 S BLACKSTONE AVE APT 2 | CHICAGO | IL | 60637 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $5,000 | |||||
| FRIENDS OF THE ROBERT CROWN CENTER | ||||||||||||
| PO BOX 8064 | EVANSTON | IL | 60204 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $20,000 | |||||
| GIRLS PLAY SPORTS | ||||||||||||
| 3536 HILLSIDE ROAD | EVANSTON | IL | 60201 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $5,000 | |||||
| GIVAT HAVIVA EDUCATIONAL FOUNDATION | ||||||||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | N/A | 501 (C) (3) | GENERAL OPERATING | $20,000 | |||||
| GLOBAL HEALTH COMMITTEE CAMBODIAN HEALTH COMMITTEE | ||||||||||||
| C/O IDI INSTITUTE WARREN ALPERT | BOSTON | MA | 02115 | N/A | 501 (C) (3) | GENERAL OPERATING | $10,000 | BUILDING 200 LONGWOOD AVENUE | ||||
| GRACIA INC | ||||||||||||
| 1341 W FULLERTON 203 | CHICAGO | IL | 60614 | N/A | 501 (C) (3) | GENERAL OPERATING | $5,000 | |||||
| HAND IN HANDCENTER FOR JEWISH ARAB EDUCATION IN ISRAEL | ||||||||||||
| N/A | 501 (C) (3) | GENERAL OPERATING | $70,000 | PO BOX 10339 | JERUSALEM | IS | 91102 | |||||
| HANDS OF PEACE | ||||||||||||
| 1000 ELM STREET | GLENVIEW | IL | 60025 | N/A | 501 (C) (3) | GENERAL OPERATING | $7,500 | |||||
| HEARTLAND ALLIANCE INTERNATIONAL | ||||||||||||
| 208 S LASALLE ST SUITE 1300 | CHICAGO | IL | 60608 | N/A | 501 (C) (3) | GENERAL OPERATING | $5,000 | |||||
| HERITAGE PARK ZOO | ||||||||||||
| 1403 HERITAGE PARK ROAD | PRESCOTT | AZ | 86301 | N/A | 501 (C) (3) | GENERAL OPERATING | $10,000 | |||||
| HIAS INC | ||||||||||||
| 333 SEVENTH AVE 16TH FLOOR | NEW YORK | NY | 10001 | N/A | 501 (C) (3) | GENERAL OPERATING | $2,500 | |||||
| HUMAN RIGHTS WATCH | ||||||||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $15,000 | |||||
| HYDE SCHOOL | ||||||||||||
| 616 HIGH STREET | BATH | ME | 04530 | N/A | 501 (C) (3) | GENERAL OPERATING | $10,000 | |||||
| INDIGENOUS ENVIRONMENTAL NETWORK | ||||||||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | N/A | 501 (C) (3) | GENERAL OPERATING | $25,000 | |||||
| INTERNATIONAL INDIGENOUS YOUTH COUNCIL | ||||||||||||
| 938 W 8TH AVE | DENVER | CO | 80204 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| J STREET EDUCATION FUND INC | ||||||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | 501 (C) (3) | GENERAL OPERATING | $5,000 | |||||
| J STREET EDUCATION FUND INC | ||||||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | 501 (C) (3) | GENERAL OPERATING | $5,000 | |||||
| JAMES B MORAN CENTER FOR YOUTH ADVOCACY | ||||||||||||
| 1900A DEMPSTER ST | EVANSTON | IL | 60202 | N/A | 501 (C) (3) | GENERAL OPERATING | $5,000 | |||||
| JEWISH COMMUNITY FOUNDATION OF GREATER PRESCOTT INC | ||||||||||||
| PO BOX 2684 | PRESCOTT | AZ | 86302 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| JEWISH COMMUNITY FOUNDATION OF GREATER PRESCOTT INC | ||||||||||||
| PO BOX 2684 | PRESCOTT | AZ | 86302 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $10,000 | |||||
| JEWISH FAMILY SERVICE OF SAN DIEGO | ||||||||||||
| JOAN IRWIN JACOBS CAMPUS TURK | SAN DIEGO | CA | 92123 | N/A | 501 (C) (3) | GENERAL OPERATING | $2,500 | FAMILY CENTER 8804 BALBOA AVENUE | ||||
| JEWISH RECONSTRUCTIONIST CONGREGATION | ||||||||||||
| JEWISH RECONSTRUCTIONIST CONGREGATI | EVANSTON | IL | 60202 | N/A | 501 (C) (3) | GENERAL OPERATING | $2,500 | N 303 DODGE AVE | ||||
| JOFFREY BALLET | ||||||||||||
| 10 E RANDOLPH STREET | CHICAGO | IL | 60601 | N/A | 501 (C) (3) | GENERAL OPERATING | $2,000 | |||||
| JUSTIN WYNN MEMORIAL FUND | ||||||||||||
| PO BOX 1057 | EVANSTON | IL | 60204 | N/A | 501 (C) (3) | GENERAL OPERATING | $5,000 | |||||
| KINO BORDER INITIATIVE | ||||||||||||
| PO BOX 159 | NOGALES | AZ | 85628 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $30,000 | |||||
| LAKOTA PEOPLE'S LAW PROJECT | ||||||||||||
| 210 HIGH STREET 2ND FLOOR | SANTA CRUZ | CA | 95060 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| MARQUETTE UNIVERSITY | ||||||||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | N/A | 501 (C) (3) | GENERAL OPERATING | $26,000 | |||||
| MCGAW YMCA | ||||||||||||
| 1000 GROVE ST | EVANSTON | IL | 60201 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $20,000 | |||||
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | ||||||||||||
| 14747 N NORTHSIGHT BLVD STE 111-228 | SCOTTSDALE | AZ | 85260 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $500 | |||||
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | ||||||||||||
| 14747 N NORTHSIGHT BLVD STE 111-228 | SCOTTSDALE | AZ | 85260 | N/A | 501 (C) (3) | GENERAL OPERATIONS | $5,000 | |||||
| NATIONAL IMMIGRANT JUSTICE CENTER OF HEARTLAND ALLIANCE FOR HUMAN NEEDS AND | ||||||||||||
| 224 S MICHIGAN AVENUE SUITE 600 | CHICAGO | IL | 60604 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $25,000 | |||||
| NATIVE AMERICAN ADVANCEMENT FOUNDATION INC | ||||||||||||
| PO BOX 64877 | TUCSON | AZ | 85728 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE | ||||||||||||
| PO BOX 68 | SCANDIA | MN | 55073 | N/A | 501 (C) (3) | GENERAL OPERATING | $750 | |||||
| NATIVE CONSERVANCY | ||||||||||||
| PO BOX 456 | CORDOVA | AK | 99574 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| NATURAL HISTORY INSTITUTE | ||||||||||||
| 126 N MARINA STREET | PRESCOTT | AZ | 86301 | N/A | 501 (C) (3) | GENERAL OPERATING | $50,000 | |||||
| NATURE RIGHTS COUNCIL | ||||||||||||
| 2274 EASTERN AVE | ARCATA | CA | 95521 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| NDN COLLECTIVE | ||||||||||||
| 408 KNOLLWOOD DR | RAPID CITY | SD | 57701 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| NEW ISRAEL FUND | ||||||||||||
| PO BOX 70358 FOR DONATIONS ONLYALL | PHILADELPHIA | PA | 19176 | N/A | 501 (C) (3) | GENERAL OPERATING | $5,000 | OTHER MAIL SEND TO HEADQUARTERS IN | ||||
| NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS | ||||||||||||
| 3626 GARFIELD AVE | MINNEAPOLIS | MN | 55409 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| OUR CHILDREN'S TRUST | ||||||||||||
| PO BOX 5181 | EUGENE | OR | 97405 | N/A | 501 (C) (3) | GENERAL OPERATING | $25,000 | |||||
| PEOPLE FOR COMMUNITY RECOVERY | ||||||||||||
| 13330 S CORLISS | CHICAGO | IL | 60827 | N/A | 501 (C) (3) | GENERAL OPERATING | $20,000 | |||||
| PLANNED PARENTHOOD ARIZONA | ||||||||||||
| 5651 NORTH 7TH STREET | PHOENIX | AZ | 85014 | N/A | 501 (C) (3) | GENERAL OPERATING | $2,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| PO BOX 97166 ATTN ONLINE SERVICES | WASHINGTON | DC | 20090 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| PRESCOTT FARMERS MARKET | ||||||||||||
| PO BOX 1853 | PRESCOTT | AZ | 86302 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| SEEDING SOVEREIGNTY | ||||||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $500 | |||||
| SHOREFRONT | ||||||||||||
| PO BOX 1894 | EVANSTON | IL | 60204 | N/A | 501 (C) (3) | GENERAL OPERATING | $5,000 | |||||
| STANDEARTH (FORMERLY FORESTETHICS) | ||||||||||||
| 548 MARKET STREET SUITE 74196 | SAN FRANCISCO | CA | 94104 | N/A | 501 (C) (3) | GENERAL OPERATING | $50,000 | |||||
| THE FULLER PROJECT FOR INTERNATIONAL REPORTING | ||||||||||||
| 712 H ST NE PMB 37 | WASHINGTON | DC | 20002 | N/A | 501 (C) (3) | GENERAL OPERATING | $5,000 | |||||
| THE GOLDIN INSTITUTE | ||||||||||||
| 1235 A N CLYBOURN AVE SUITE 327 | CHICAGO | IL | 60610 | N/A | 501 (C) (3) | GENERAL OPERATING | $30,000 | |||||
| THE GROWING SEASON | ||||||||||||
| 1603 ORRINGTON AVE FL 13 | EVANSTON | IL | 60201 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $7,500 | |||||
| TUCSON JEWISH COMMUNITY CENTER | ||||||||||||
| 3800 E RIVER RD | TUCSON | AZ | 85718 | N/A | 501 (C) (3) | GENERAL OPERATING | $500 | |||||
| UNION OF CONCERNED SCIENTISTS INC | ||||||||||||
| 2 BRATTLE SQUARE 6TH FLOOR | CAMBRIDGE | MA | 02138 | N/A | 501 (C) (3) | GENERAL OPERATING | $10,000 | |||||
| UNION OF CONCERNED SCIENTISTS INC | ||||||||||||
| 2 BRATTLE SQUARE 6TH FLOOR | CAMBRIDGE | MA | 02138 | N/A | 501 (C) (3) | GENERAL OPERATING | $25,000 | |||||
| UNITED STATES ASSOCIATION FOR UNHCR | ||||||||||||
| 1310 L STREET NW STE 450 | WASHINGTON | DC | 20005 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $5,000 | |||||
| UNIVERSITY OF MAINE | ||||||||||||
| BUCHANAN ALUMNI HOUSE TWO ALUMNI | ORONO | ME | 04469 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $5,000 | PLACE | ||||
| USAHELLO (FORMERLY REFUGEE CENTER ONLINE) | ||||||||||||
| 2420 SE SANDY BLVD SUITE 102 | PORTLAND | OR | 97232 | N/A | 501 (C) (3) | GENERAL OPERATING | $10,000 | |||||
| UUCTNO MORE DEATHSKEEP TUCSON TOGETHER | ||||||||||||
| 730 S OSBORNE AVE | TUCSON | AZ | 85701 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $500 | |||||
| UUCTNO MORE DEATHSKEEP TUCSON TOGETHER | ||||||||||||
| 730 S OSBORNE AVE | TUCSON | AZ | 85701 | N/A | 501 (C) (3) | PROGRAM OR PROJECT | $50,000 | |||||
| VILLAGE HEALTH WORKS | ||||||||||||
| 45 W 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | N/A | 501 (C) (3) | GENERAL OPERATING | $1,000 | |||||
| WESTERN STATES CENTER | ||||||||||||
| PO BOX 40305 | PORTLAND | OR | 97240 | N/A | 501 (C) (3) | GENERAL OPERATING | $25,000 | |||||
| WOMEN'S REFUGEE COMMISSION | ||||||||||||
| 15 WEST 37TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | N/A | 501 (C) (3) | GENERAL OPERATING | $15,000 | |||||
| YAVAPAI CASA FOR KIDS FOUNDATION | ||||||||||||
| PO BOX 12457 | PRESCOTT | AZ | 86304 | N/A | 501 (C) (3) | GENERAL OPERATING | $2,000 | |||||
| YOUTH OPPORTUNITY UNITED INC (YOU) | ||||||||||||
| 1911 CHURCH STREET | EVANSTON | IL | 60201 | N/A | 501 (C) (3) | GENERAL OPERATING | $20,000 | |||||
| YWCA NORTH SHORE EVANSTON | ||||||||||||
| 1215 CHURCH | EVANSTON | IL | 60201 | N/A | 501 (C) (3) | GENERAL OPERATING | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $998,000 | 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 | $122,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,775 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $289,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,489 | 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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FRANKEL FAMILY FOUNDATION HEREBY ELECTS TO TREAT AS A CURRENT DISTRIBUTION OUT OF CORPUS AMOUNTS DISTRIBUTED IN PRIOR YEARS WHICH WERE TREATED AS DISTRIBUTIONS OUT OF CORPUS BUT WERE NOT AVAILED OF FOR ANY OTHER PURPOSE PURSUANT TO REGULATION SECTION 53-4942(A)-3(C)(2)(IV) AND TO DESIGNATE QUALIFYING DISTRIBUTIONS FOR 2017 AS BEING MADE OUT OF CORPUS PURSUANT TO REG. SEC. 53-4942(A)-3(D)(2). | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RMB 649-460010 | BondNm |
| EOY Book Value | $1,705,968 | EOYBookValueAmt |
| EOYFMV | $1,767,054 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RMB 649-459810 | $411,059 | $794,364 |
| RMB 656-179390 | $144,572 | $181,550 |
| RMB 676-065642 | $126,333 | $127,113 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,437,436 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,451,981 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RMB 649-460010 - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $432,783 | BookValueAmt |
| EOYFMV | $413,282 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND & INTEREST RECEIVABLE | $4,004 | $0 | $0 |
| ACCRUED INTEREST PAID | $293 | $0 | $0 |
| FEDERAL TAX DEPOSIT | $0 | $1,543 | $1,543 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE COSTS | $858 | $0 | $858 |
| BANK CHECKBOOK | $6 | $0 | $6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $93,460 | $0 | $93,460 |
| RMB CAPITAL MANAGEMENT - INVESTMENT ADVISORY FEES | $48,572 | $48,572 | $0 |
| LEGAL EXPENSES | $368 | $0 | $368 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $535 | $535 | $0 |
| BUSINESS LICENSES AND FEES | $10 | $0 | $10 |
| EXCISE TAX | $4,958 | $0 | $0 |