CARYLON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARYLON FOUNDATION (EIN 36-6033583)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-21
- IRS object ID
- 202512949349100331
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-21T16:27:41-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362938874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROW REISIN BERK & ABRAMS LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N CITYFRONT PLAZA DR SUITE 1600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366033583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARYLON JULIUS AND MARCIE | BusinessNameLine1Txt |
| Business Name Line2 | HEMMELSTEIN FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARY | BusinessNameControlTxt |
| Phone | 3125004319 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 N CLARK ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA MERVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3125004319 | PhoneNum |
| Signature | 2025-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE M WINKLE | PreparerPersonNm |
| PTIN | P00079656 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Preparation | 2025-10-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,118,766 | 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 | $1,025,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $227,681 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $227,681 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $462,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $700,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,604,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $700,492 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,397 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,397 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,425,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,400,851 | 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 | $188,740 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,740 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,718 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $215,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,312,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,312,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,527,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,312,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $898,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,199,204 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $387,763 | CashBOYAmt |
| Cash EOY | $86,936 | CashEOYAmt |
| Cash EOYFMV | $86,936 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $389,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,498,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,498,695 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $878,233 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,270,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,025,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,513,313 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,665,348 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,873,581 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,019,822 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $24,591,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,484,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,118,766 | 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 | $24,591,584 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,484,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,591,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,484,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,591,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,484,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,591,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $898,566 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,490,150 | SubtotalAmt |
| Other Decreases | $5,186 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,484,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $5,604,635 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,904,143 | CostOrOtherBasisAmt |
| Gain Or Loss | $700,492 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $700,492 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $700,492 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,669 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,669 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,669 | TaxDueAmt |
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 | WWW.HEMMELSTEIN.ORG | WebsiteAddressTxt |
| Individual With Books | REBECCA MERVIS | IndividualWithBooksNm |
| Phone | 3125004319 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 N CLARK ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | 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 |
|---|---|---|---|---|---|---|---|---|
| REBECCA MERVIS | ||||||||
| 3033 N CLARK ST | CHICAGO | IL | 60657 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| JONATHAN MERVIS | ||||||||
| 3033 N CLARK ST | CHICAGO | IL | 60657 | SECRETARY & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARI MERVIS | ||||||||
| 3033 N CLARK ST | CHICAGO | IL | 60657 | TREASURER & 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 S LASALLE ST 25TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $188,740 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,968,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,346,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,315,547 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,315,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $454,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,860,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,493,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,493,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,669 | TotalTaxAmt |
| Distributable Before Adj | $1,476,372 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,476,372 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,476,372 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,312,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,312,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,476,372 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,311,948 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,312,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,311,948 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52 | 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 | $1,476,320 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REBECCA MERVIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 N CLARK ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3125004319 | RecipientPhoneNum |
| Recipient Email Address | RMERVIS@HEMMELSTEIN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | IN WRITING, INCLUDE PURPOSE OF CONTRIBUTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A SAFE HAVEN FOUNDATION | ||||||
| 2750 ROOSEVELT RD | CHICAGO | IL | 60608 | PC | CHARITY | $2,000 |
| ACCESS LIVING | ||||||
| 115 W CHICAGO AVE | CHICAGO | IL | 60654 | PC | CHARITY | $7,500 |
| AMERCIAN MACULAR DEGENERATION FOUNDATION | ||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | PC | CHARITY | $1,000 |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | RELIGIOUS | $15,000 |
| AMMUD | ||||||
| 99 WALL ST 543 | NEW YORK | NY | 10005 | PC | CHARITY | $10,000 |
| ANCONA SCHOOL | ||||||
| 4770 S DORCHESTER AVE | CHICAGO | IL | 60615 | PC | EDUCATION | $5,000 |
| BUMBLEE AGENCY | ||||||
| 3260 N LAKE SHORE DRIVE | CHICAGO | IL | 60657 | PC | CHARITY | $20,000 |
| CENTER ON HALSTED | ||||||
| 3656 N HALSTED ST | CHICAGO | IL | 60613 | PC | CHARITY | $5,000 |
| CHAI LIFELINE | ||||||
| 6600 N LINCOLN AVE | LINCOLNWOOD | IL | 60712 | PC | CHARITY | $5,000 |
| CHICAGO ABORTION FUND | ||||||
| 333 W NORTH AVE STE 267 | CHICAGO | IL | 60610 | PC | CHARITY | $60,000 |
| CHICAGO COALITION FOR THE HOMELESS | ||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | PC | CHARITY | $1,000 |
| CHICAGO PUBLIC LIBRARY FOUNDATION | ||||||
| 20 N MICHIGAN AVE STE 520 | CHICAGO | IL | 60602 | PC | EDUCATION | $10,000 |
| CHILDRENS BRAIN TUMOR FOUNDATION | ||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | PC | CHARITY | $25,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | CHARITY | $10,000 |
| EQUAL HOPE | ||||||
| 300 SOUTH ASHLAND AVE SUITE 202 | CHICAGO | IL | 60607 | PC | CHARITY | $50,000 |
| EQUALITY ILLINOIS | ||||||
| PO BOX 1313 | CHICAGO | IL | 60690 | PC | CHARITY | $5,000 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | CHARITY | $10,000 |
| HEARTLAND ALLIANCE | ||||||
| 208 S LASALLE ST STE 1300 | CHICAGO | IL | 60601 | PC | CHARITY | $15,000 |
| HEARTLAND HUMAN CARE SERVICES | ||||||
| 4822 N BROADWAY 2ND FLOOR | CHICAGO | IL | 60640 | PC | CHARITY | $12,500 |
| HEBREW IMMIGRANT AID SOCIETY | ||||||
| 5150 GOLF ROAD | SKOKIE | IL | 60077 | PC | RELIGIOUS | $35,000 |
| HUMANE WORLD FOR ANIMALS | ||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20090 | PC | CHARITY | $10,000 |
| HYDE PARK DAY SCHOOL | ||||||
| 6254 S ELLIS AVE | CHICAGO | IL | 60637 | PC | CHARITY | $5,000 |
| ILLINOIS HOLOCAUST MUSEUM | ||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | PC | CHARITY | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42ND ST STE 1519 | NEW YORK | NY | 10168 | PC | CHARITY | $10,000 |
| JCFS | ||||||
| 216 W JACKSON BLVD | CHICAGO | IL | 60645 | PC | CHARITY | $5,000 |
| JDC | ||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | PC | CHARITY | $10,000 |
| JEWISH COUNCIL ON URBAN AFFAIRS | ||||||
| 4411 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | PC | CHARITY | $20,000 |
| JEWISH FEDERATION OF ANN ARBOR | ||||||
| 2939 BIRCH HOLLOW DRIVE | ANN ARBOR | MI | 48108 | PC | CHARITY | $100,000 |
| JEWISH LIBERATION FUND CO PROTEUS FUND | ||||||
| 15 RESEARCH DR SUITE B | AMHERST | MA | 01002 | PC | CHARITY | $10,000 |
| JEWISH WOMEN'S ARCHIVE | ||||||
| 1 HARVARD ST | BROOKLINE | MA | 02445 | PC | EDUCATION | $5,000 |
| JEWS OF COLOR INITIATIVE | ||||||
| 1569 SOLANO AVE 474 | BERKLEY | CA | 94707 | PC | CHARITY | $10,000 |
| JOHN HOWARD ASSOCIATION | ||||||
| 70 E LAKE ST STE 410 | CHICAGO | IL | 60601 | PC | EDUCATION | $55,000 |
| KEDZIE CENTER | ||||||
| 4141 N KEDZIE AVE STE 2 | CHICAGO | IL | 60618 | PC | CHARITY | $5,000 |
| KESHET | ||||||
| 8170 N MCCORMICK BLVD | SKOKIE | IL | 60076 | PC | CHARITY | $10,000 |
| MISERICORDIA | ||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | PC | CHARITY | $30,000 |
| MISHKAN CHICAGO | ||||||
| 4001 N RAVENSWOOD AVE STE 101 | CHICAGO | IL | 60613 | PC | RELIGIOUS | $105,000 |
| NATIONAL IMMIGRANT JUSTICE CENTER | ||||||
| 111 W JACKSON BLVD STE 800 | CHICAGO | IL | 60604 | PC | CHARITY | $20,000 |
| NETTLEHORST SCHOOL | ||||||
| 3252 NORTH BROADWAY | CHICAGO | IL | 60657 | PC | EDUCATION | $5,000 |
| NEW ISRAEL FUND | ||||||
| 6 E 39TH ST | NEW YORK | NY | 10016 | PC | RELIGIOUS | $15,000 |
| NOURISHING HOPE | ||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | PC | CHARITY | $3,000 |
| OCEANA | ||||||
| 1025 CONNECTICUT AVE | WASHINGTON | DC | 20036 | PC | CHARITY | $10,000 |
| OVARIAN CANCER RESEARCH ALLIANCE | ||||||
| 14 PENNSYLVANIA PLAZA STE 210 | NEW YORK | NY | 10122 | PC | CHARITY | $50,000 |
| PARKINSON'S FOUNDATION | ||||||
| 1028 N RUSH ST | CHICAGO | IL | 60611 | PC | CHARITY | $5,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | PC | CHARITY | $12,000 |
| PAWS CHICAGO | ||||||
| 3516 W 26TH ST | CHICAGO | IL | 60623 | PC | CHARITY | $10,000 |
| PKD FOUNDATION | ||||||
| 1001 E 101ST TER STE 220 | KANSAS CITY | MO | 64131 | PC | CHARITY | $20,000 |
| PLANNED PARENTHOOD | ||||||
| 17 N STATE STREET 5TH FLOOR | CHICAGO | IL | 60602 | PC | CHARITY | $50,000 |
| RAICES | ||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | PC | CHARITY | $15,000 |
| RASHI SCHOOL | ||||||
| 8000 GREAT MEADOW RD | DEDHAM | MA | 02026 | PC | EDUCATION | $50,000 |
| REACH | ||||||
| 3240 W FRANKLIN BLVD | CHICAGO | IL | 60624 | PC | EDUCATION | $10,000 |
| READING IS FUNDAMENTAL | ||||||
| 750 FRIST ST NE SUITE 920 | WASHINGTON | DC | 20002 | PC | EDUCATION | $1,000 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1620 W HARRISON ST | CHICAGO | IL | 60612 | PC | CHARITY | $100,000 |
| SARAH'S CIRCLE | ||||||
| 4838 N SHERIDAN RD | CHICAGO | IL | 60640 | PC | CHARITY | $1,000 |
| SINAI HEALTH SYSTEM | ||||||
| 1500 S FAIRFIELD AVE | CHICAGO | IL | 60608 | PC | EDUCATION | $25,000 |
| SMILE TRAIN | ||||||
| 633 3RD AVE STE 9 | NEW YORK | NY | 10017 | PC | CHARITY | $10,000 |
| SPERTUS INSTITUTE | ||||||
| 610 S MICHIGAN AVE | CHICAGO | IL | 60605 | PC | EDUCATION | $5,000 |
| STANFORD UNIVERSITY | ||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | PC | EDUCATION | $30,000 |
| STUDIO MUSEUM HARLEM | ||||||
| 144 WEST 125TH ST | NEW YORK | NY | 10027 | PC | CHARITY | $10,000 |
| SVARA | ||||||
| 4411 N RAVENSWOOD AVE SUITE 300 | CHICAGO | IL | 60640 | PC | CHARITY | $10,000 |
| TEXAS CIVIL RIGHTS PROJECT | ||||||
| 502 CLOVER CT | AUSTIN | TX | 78745 | PC | CHARITY | $15,000 |
| THE ARK | ||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | PC | CHARITY | $5,000 |
| THE FLORENCE PROJECT | ||||||
| PO BOX 86299 | TUSCON | AZ | 85754 | PC | CHARITY | $15,000 |
| THE JEWISH MUSEUM NEW YORK | ||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | PC | CHARITY | $5,000 |
| THE TREVOR PROJECT | ||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PC | CHARITY | $10,000 |
| T'RUAH | ||||||
| 266 WEST 37TH ST STE 803 | NEW YORK | NY | 10018 | PC | CHARITY | $20,000 |
| UIC URBAN HEALTH EARLY OUTREACH PROGRAM | ||||||
| 808 S WOOD ST STE 173 | CHICAGO | IL | 60612 | PC | EDUCATION | $15,000 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PC | CHARITY | $50,000 |
| WOMEN FOR WOMEN | ||||||
| 2000 M STREET NW STUIE 200 | WASHINGTON | DC | 20036 | PC | EDUCATION | $1,000 |
| YIDDISH BOOK CENTER | ||||||
| 1021 WEST ST | AMHERST | MA | 01002 | PC | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,312,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,681 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462,281 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,397 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $700,492 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,400,851 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,400,851 | 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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ACE PIPE CLEANING INC | ||||||
| 1 | 4000 TRUMAN RAOD | KANSAS CITY | MO | 64127 | $130,000 | Yes (X) |
| BEARY PROPERTIES INC | ||||||
| 2 | 2500 WEST ARTHINGTON | CHICAGO | IL | 60612 | $25,000 | Yes (X) |
| BIONOMIC SERVICES INC | ||||||
| 3 | 516 ROUNDTREE ROAD | CHARLOTTE | NC | 28217 | $35,000 | Yes (X) |
| DEEP SOUTH INDUSTRIAL SERVICES | ||||||
| 4 | 515 INDUSTRIAL DR | ROCKMART | GA | 30153 | $35,000 | Yes (X) |
| METROPOLITAN ENVIRONMENTAL SERVICES | ||||||
| 5 | 5055 NIKE DRIVE | HILLIARD | OH | 43026 | $35,000 | Yes (X) |
| MOBILE DREDGING & PUMPING | ||||||
| 6 | 3100 BETHEL RD | CHESTER | PA | 19013 | $150,000 | Yes (X) |
| NATIONAL PLANT SERVICES | ||||||
| 7 | 1461 HARBOR AVENUE | LONG BEACH | CA | 90813 | $25,000 | Yes (X) |
| NATIONAL WATER MAIN CLEANING | ||||||
| 8 | 1806 NEWARK TURNPIKE | KEARNY | NJ | 07032 | $400,000 | Yes (X) |
| ROBINSON PIPE CLEANING | ||||||
| 9 | 2656 IDLEWOOD RD | PITTSBURGH | PA | 15205 | $100,000 | Yes (X) |
| SPECIALIZED MAINTENANCE SERVICES | ||||||
| 10 | 4533 PASADENA BLVD | PASADENA | TX | 77503 | $30,000 | Yes (X) |
| VIDEO INDUSTRIAL SERVICES | ||||||
| 11 | 7721 2ND AVENUE NORTH | BIRMINGHAM | AL | 35206 | $60,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ST OF ISRAEL BONDS | $5,000 | $5,000 |
| MORGAN STANLEY #9232 | $7,868,581 | $8,014,822 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #3100 | $7,760,931 | $10,076,347 |
| MORGAN STANLEY #3100 | $7,647,209 | $10,579,634 |
| VANGUARD #7196 | $617,612 | $857,332 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $5,186 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $189 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY | Desc |
| Revenue And Expenses Per Books | $10,397 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,397 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,397 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $188,740 | Amt |
| Net Investment Income | $188,740 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $12,718 | $12,718 | $0 |
| FEDERAL EXCISE TAX | $13,638 | $0 | $0 |