LOHENGRIN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOHENGRIN FOUNDATION INC (EIN 13-6141339)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349101944
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:40:24-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 SOUTH WACKER DR SUITE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | 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 | 136141339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOHENGRIN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PETER & LUCY ASCOLI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOHE | BusinessNameControlTxt |
| Phone | 7736674220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 S CHICAGO BEACH DRIVE 13A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER ASCOLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7736674220 | PhoneNum |
| Signature | 2022-11-14 | 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 | ASCOLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY R MILLER | PreparerPersonNm |
| PTIN | P00933186 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,053,647 | 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 | $1,700,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,717,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,065 | 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 | $20,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $865 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $765 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $765 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,943,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,943,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,965,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,944,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,248,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,731,119 | CashEOYAmt |
| Cash EOYFMV | $1,731,119 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,107,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,158,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,158,483 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,970,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,164,045 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,107,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,859,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,053,647 | 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 | $30,107,934 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,859,683 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,107,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,859,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,107,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,859,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,107,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,248,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,859,783 | SubtotalAmt |
| Other Decreases | $100 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,859,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BANK OF AMERICA | PropertyDesc |
| Gross Sales Price | $56 | GrossSalesPriceAmt |
| Gain Or Loss | $56 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $56 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,130 | 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 | $12,130 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,130 | OverpaymentAmt |
| Applied To ES Tax | $12,130 | 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 |
| Org Report Or Register State | NY | 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 | PETER ASCOLI | IndividualWithBooksNm |
| Phone | 7736674220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 S CHICAGO BEACH DRIVE APT 13A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60615 | 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 |
|---|---|---|---|---|---|---|---|---|
| PETER M ASCOLI | ||||||||
| 4950 S CHICAGO BEACH DRIVE APT 13A | CHICAGO | IL | 60615 | PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| LUCY ASCOLI | ||||||||
| 4950 S CHICAGO BEACH DRIVE APT 13A | CHICAGO | IL | 60615 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH ASCOLI | ||||||||
| 327 CLARK ROAD | BROOKLINE | MA | 02445 | VICE PRESIDENT | 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 |
| 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,104,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,688,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,793,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,793,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $446,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,346,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,467,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,467,320 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,467,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,467,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,467,320 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,944,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,944,390 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,467,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $157,916 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $679,790 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $611,694 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $561,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,200,523 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,944,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,467,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,477,070 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,677,593 | 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 | $157,916 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,519,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,723 | ExcessFromYear4Amt |
| Excess From Year3 | $679,790 | ExcessFromYear3Amt |
| Excess From Year2 | $611,694 | ExcessFromYear2Amt |
| Excess From Year1 | $561,400 | ExcessFromYear1Amt |
| Excess From Current Year | $1,477,070 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER M ASCOLI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERIVCE | |||||||
| 45 W 36TH STREET 11 | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL FUND | $10,000 |
| AMERICANS FOR OXFORD | |||||||
| 500 5TH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | 501(C)(3) | ST. CATHERINE'S COLLEGE | $1,500 |
| BPI | |||||||
| 25 E WASHINGTON STREET SUITE 1515 | CHICAGO | IL | 60602 | N/A | 501(C)(3) | GENERAL FUND | $16,000 |
| CHANGING WORLDS | |||||||
| 329 W 18TH ST 506 | CHICAGO | IL | 60616 | N/A | 501(C)(3) | GENERAL FUND | $30,000 |
| CIESLA FOUNDATION | |||||||
| 5005 LINNEAN AVENUE NW | WASHINGTON | DC | 20008 | N/A | 501(C)(3) | GENERAL FUND | $20,000 |
| COLLEGIATE SCHOOL | |||||||
| 301 FREEDOM PLACE SOUTH | NEW YORK | NY | 10069 | N/A | 501(C)(3) | PETER ASCOLI SCHOLARSHIP FUND | $18,000 |
| EQUAL JUSTICE WORKS | |||||||
| 1730 M STREET NW SUITE 800 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL FUND | $16,000 |
| FRIENDS OF THE CHILDREN | |||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | N/A | 501(C)(3) | GENERAL FUND | $100,000 |
| HARRIS THEATER FOR MUSIC & DANCE | |||||||
| 205 E RANDOLPH STREET | CHICAGO | IL | 60601 | N/A | 501(C)(3) | GENERAL FUND | $45,000 |
| HUMAN RIGHTS WATCH | |||||||
| 314 W SUPERIOR STREET 300 | CHICAGO | IL | 60654 | N/A | 501(C)(3) | GENERAL FUND | $10,000 |
| INGENUITY | |||||||
| 440 N WELLS STREET 505 | CHICAGO | IL | 60654 | N/A | 501(C)(3) | GENERAL FUND | $12,500 |
| KAM ISAIAH ISRAEL | |||||||
| 1100 E HYDE PARK BLVD | CHICAGO | IL | 60615 | N/A | 501(C)(3) | GENERAL FUND | $50,000 |
| MANUFACTURING RENAISSANCE | |||||||
| 3411 W DIVERSEY AVENUE 10 | CHICAGO | IL | 60647 | N/A | 501(C)(3) | GENERAL FUND | $8,000 |
| MISSISSIPPI CENTER FOR JUSTICE | |||||||
| 120 COURT AVE | INDIANOLA | MS | 38751 | N/A | 501(C)(3) | GENERAL FUND | $150,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | N/A | 501(C)(3) | GENERAL FUND | $14,625 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 53 W JACKSON BLVD SUITE 350 | CHICAGO | IL | 60604 | N/A | 501(C)(3) | AFRICAN AMERICAN CULTURAL HERITAGE FUND | $10,000 |
| NEW ISRAEL FUND | |||||||
| 235 MONTGOMERY STREET SUITE 920 | SAN FRANCISCO | CA | 94104 | N/A | 501(C)(3) | GENERAL FUND | $15,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL FUND | $10,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | N/A | 501(C)(3) | GENERAL FUND | $10,000 |
| READING BETWEEN THE LINES | |||||||
| 641 W LAKE STREET SUITE 200 | CHICAGO | IL | 60661 | N/A | 501(C)(3) | GENERAL FUND | $12,000 |
| SECOND SENSE | |||||||
| 65 E WACKER PL 1010 | CHICAGO | IL | 60601 | N/A | 501(C)(3) | GENERAL FUND | $100,000 |
| SHARED INTEREST | |||||||
| 121 W 27TH STREET SUITE 805 | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL FUND | $10,000 |
| THE PEOPLE'S MUSIC SCHOOL | |||||||
| 931 W EASTWOOD AVE | CHICAGO | IL | 60640 | N/A | 501(C)(3) | GENERAL FUND | $30,000 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | 501(C)(3) | GENERAL FUND | $50,000 |
| UNIVERSITY OF CHICAGO MEDICINE | |||||||
| 5235 SOUTH HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | N/A | 501(C)(3) | ROOS KRATSIOS LABS | $435,000 |
| UNIVERSITY OF ILLINOIS OF CHICAGO | |||||||
| 1200 W HARRISON ST | CHICAGO | IL | 60607 | N/A | 501(C)(3) | IDA B. WELLS SCHOLARSHIP | $5,000 |
| WOMEN EMPLOYED | |||||||
| 1 E WACKER DR SUITE 3110 | CHICAGO | IL | 60601 | N/A | 501(C)(3) | GENERAL FUND | $65,000 |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | |||||||
| 505 EIGHTH AVENUE SUITE 902 | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL FUND | $240,000 |
| PBS FOUNDATION | |||||||
| 1225 SOUTH CLARK STREET | ARLINGTON | VA | 22202 | N/A | 501(C)(3) | GENERAL FUND | $500,000 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | N/A | 501(C)(3) | GENERAL FUND | $500,000 |
| SINAI HEALTH SYSTEM | |||||||
| 1500 S FAIRFIELD AVE | CHICAGO | IL | 60608 | N/A | 501(C)(3) | GENERAL FUND | $250,000 |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVE 20 | CHICAGO | IL | 60647 | N/A | 501(C)(3) | GENERAL FUND | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,943,625 | 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 | $17,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,065 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCY ASCOLI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 S CHICAGO BEACH DRIVE APT 13A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS C - 100 SHS | $273,922 | $289,359 |
| APTIV PLC - 1,600 SHS | $242,928 | $263,920 |
| BECTON DICKINSON CO - 1,000 SHS | $241,200 | $251,480 |
| BLACKROCK INC - 250 SHS | $235,969 | $228,890 |
| CROWN CASTLE REIT INC - 1,200 SHS | $233,712 | $250,488 |
| MICROSOFT CORP - 900 SHS | $260,910 | $302,688 |
| PROCTER & GAMBLE CO - 1,800 SHS | $255,852 | $294,444 |
| THERMO FISHER SCIENTIFIC INC - 500 SHS | $271,945 | $333,620 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC - 1,600 SHS | $242,656 | $241,040 |
| PLUG POWER INC - 8,000 SHS | $215,999 | $225,840 |
| XYLEM INC - 2,000 SHS | $257,760 | $239,840 |
| TRANE TECHNOLOGIES PLC - 1,200 SHS | $237,228 | $242,436 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES/ROUNDING ERRORS | Desc |
| Amt | $100 | Amt |
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 | $115 | $0 | $15 |
| NEW YORK DEPARTMENT OF LAW | $750 | $0 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $20,726 | Amt |
| Net Investment Income | $20,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |