LANDAU FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LANDAU FAMILY FOUNDATION (EIN 36-6089098)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-03-20
- IRS object ID
- 202520799349100632
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-20T15:43:50-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 NORTH WACKER DRIVE SUITE 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366089098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDAU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 7732717639 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 577880 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606147880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY BERKSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7732717639 | PhoneNum |
| Signature | 2025-03-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY FULLER | PreparerPersonNm |
| PTIN | P00776287 | PTIN |
| Phone | 3127268353 | PhoneNum |
| Preparation | 2025-03-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,885,694 | 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 |
| Interest On Sav Rev And Expnss | $128,244 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128,244 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $303,592 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,181,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $303,592 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,263 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,263 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $561,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $561,241 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,440 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,956 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,450 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,161 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $438 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $554,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $554,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $711,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $597,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $464,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,485 | CashBOYAmt |
| Cash EOY | $89,127 | CashEOYAmt |
| Cash EOYFMV | $89,127 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $351,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $305,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $305,300 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,332,834 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,504,369 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,473,502 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,306,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,199,033 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,707,698 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $403,798 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $307,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $310,067 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $7,455 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,555,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,405,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,885,694 | 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 | $6,555,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,405,329 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,555,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,405,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,555,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,405,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,555,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,244 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,405,329 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,405,329 | 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 | $1,181,351 | GrossSalesPriceAmt |
| Cost Or Other Basis | $877,759 | CostOrOtherBasisAmt |
| Gain Or Loss | $303,592 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $303,592 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $303,592 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,451 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,451 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,043 | 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 | $12,043 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,592 | OverpaymentAmt |
| Applied To ES Tax | $5,592 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CITRIN COOPERMAN ADVISORS LLC | IndividualWithBooksNm |
| Phone | 3127268353 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N WACKER DRIVE 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KAY BERKSON | ||||||||
| PO BOX 577880 | CHICAGO | IL | 606577880 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENNETH J LANDAU | ||||||||
| PO BOX 577880 | CHICAGO | IL | 606577880 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SIDNEY HOLLANDER | ||||||||
| PO BOX 577880 | CHICAGO | IL | 606577880 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL BERKSON | ||||||||
| PO BOX 577880 | CHICAGO | IL | 606577880 | 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 | NEUBERGER BERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 145443 | AddressLine1Txt |
| City | CINCINATTI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL SERVICES | ServiceTypeTxt |
| Compensation | $53,645 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,306,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $368,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $327 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,675,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,675,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,500,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $575,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $575,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,451 | TotalTaxAmt |
| Distributable Before Adj | $568,580 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $568,580 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $568,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $597,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $597,328 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $568,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,533 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,988 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $79,094 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $126,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $597,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $568,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,748 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,363 | 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 | $6,533 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $148,830 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,988 | ExcessFromYear4Amt |
| Excess From Year1 | $79,094 | ExcessFromYear1Amt |
| Excess From Current Year | $28,748 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LANDAU FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 577880 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606577880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7732717639 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | NO FORMAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT APPLYING ORGANIZATIONS MUST BE QUALIFIED 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBANY PARK THEATRE PROJECT | ||||||||
| 3320 W FOSTER AVE PMB 120 | CHICAGO | IL | 60625 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| AMERICAN FRIENDS OF NEVE SHALOMWAHAT AL-SALAM | ||||||||
| 229 N CENTRAL AVE SUITE 401 | GLENDALE | CA | 91203 | N/A | PC | PRIMARY SCHOOL LANGUAGE CENTER | $12,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| AMERICANS FOR PEACE NOW | ||||||||
| 1320 19TH STREET NW SUITE 400 | WASHINGTON | DC | 200361635 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ARISE CHICAGO | ||||||||
| 1700 W HUBBARD ST 2E | CHICAGO | IL | 60622 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AVODAH | ||||||||
| 195 MONTAGUE ST 14TH FLOOR - WEWORK | NEW YORK | NY | 100385041 | N/A | PC | AVODAH CHICAGO | $10,000 | OFFICE 1249 |
| CHANGING WORLDS | ||||||||
| 231 S LASALLE ST SUITE 2100 | CHICAGO | IL | 60604 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| CHICAGO COALITION TO END HOMELESSNESS | ||||||||
| 70 E LAKE STREET SUITE 720 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| CHICAGO RELIGIOUS LEADERSHIP NETWORK | ||||||||
| 5655 S UNIVERSITY AVE | CHICAGO | IL | 60637 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| CORPORATE ACCOUNTABILITY | ||||||||
| 10 MILK STREET SUITE 610 | BOSTON | MA | 02108 | N/A | PC | CLIMATE JUSTICE | $20,000 | |
| CROSSROADS FUND | ||||||||
| 3411 W DIVERSEY AVENUE SUITE 20 | CHICAGO | IL | 60647 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| INTERNATIONAL LABOR RIGHTS FORUM | ||||||||
| 1634 I ST NW SUITE 1000 | WASHINGTON | DC | 20006 | N/A | PC | US LABOR EDUCATION IN THE AMERICAS PROJECT | $20,000 | |
| IL COALITION FOR IMMIGRANT & REFUGEE RIGHTS | ||||||||
| 228 S WABASH SUITE 800 | CHICAGO | IL | 60604 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| IL COMMUNITY FOR DISPLACED IMMIGRANTS | ||||||||
| 303 EAST WACKER DRIVE SUITE 2108 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| J STREET EDUCATION FUND | ||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| JEWISH COUNCIL ON URBAN AFFAIRS | ||||||||
| 4411 N RAVENSWOOD AVENUE SUITE 300 | CHICAGO | IL | 60640 | N/A | PC | GENERAL SUPPORT | $45,000 | |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||
| BEN GURION WAY 30 S WELLS STREET | CHICAGO | IL | 60606 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| LATINO UNION OF CHICAGO | ||||||||
| 4811 N CENTRAL PARK AVENUE | CHICAGO | IL | 60625 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| MITCHELL MUSEUM OF THE AMERICAN INDIAN | ||||||||
| 3001 CENTRAL STREET | EVANSTON | IL | 60201 | N/A | PC | GENERAL SUPPORT | $12,000 | |
| NATIONAL PUBLIC HOUSING MUSEUM | ||||||||
| 625 N KINGSBURY ST | CHICAGO | IL | 60654 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NEW ISRAEL FUND | ||||||||
| PO BOX 70358 | PHILADELPHIA | PA | 191760358 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ONE NORTHSIDE | ||||||||
| 4648 N RACINE AVENUE | CHICAGO | IL | 60640 | N/A | PC | HOUSING JUSTICE | $15,000 | |
| PALENQUE LSNA | ||||||||
| 2840 N MILWAUKEE AVE | CHICAGO | IL | 60618 | N/A | PC | EQUITABLE HOUSING INITIATIVES | $15,000 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SHRIVER CENTER ON POVERTY LAW | ||||||||
| 67 E MADISON STREET SUITE 2000 | CHICAGO | IL | 60603 | N/A | PC | HOUSING JUSTICE | $30,000 | |
| SILK ROAD RISING | ||||||||
| 150 N MICHIGAN AVE SUITE 1970 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| VOICE OF THE PEOPLE IN UPTOWN INC | ||||||||
| 4611 N SHERIDAN ROAD | CHICAGO | IL | 60640 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $554,000 | 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 | $128,244 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,142 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $303,592 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $561,241 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $561,241 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $19,440 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,440 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 CITIGROUP INC MTN 3.30000% | $50,039 | $49,701 |
| 50,000 ORACLE CORP NOTE CALL MAKE WHOLE | $50,427 | $49,572 |
| 25,000 INTERCONTINENTAL EXCHANGE INC NOTE | $24,448 | $24,860 |
| 75,000 BANK AMER CORP MTN 3.87500% 08/01/2025 | $76,460 | $74,667 |
| 100,000 AT&T INC NOTE CALL | $106,126 | $99,325 |
| ACCRUED INTEREST ALLOCABLE AS OF 11/30/2023 | $0 | $11,942 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SHS ABBOTT LABORATORIES | $20,885 | $59,385 |
| 300 SHS ABBVIE INC | $21,333 | $54,879 |
| 500 SHS AIR PRODUCTS & CHEMICALS INC | $127,291 | $167,165 |
| 1,500 SHS ALPHABET INC - CL C | $40,168 | $255,735 |
| 600 SHS AMAZON.COM INC | $29,808 | $124,734 |
| 600 SHS AMERICAN EXPRESS CO | $48,038 | $182,808 |
| 1,000 SHS APOLLO GLOBAL MANAGEMENT INC | $13,796 | $175,030 |
| 1,000 SHS APPLE INC | $27,061 | $237,330 |
| 5,000 SHS AT&T INC COM | $95,488 | $115,800 |
| 400 SHS CATERPILLAR INC | $12,442 | $162,444 |
| 600 SHS CHEVRON CORP | $46,235 | $97,158 |
| 1,000 SHS COMCAST CORP-A | $36,464 | $43,190 |
| 500 CONSTELLATION BRANDS INC-CL A | $110,648 | $120,475 |
| 500 SHS CORTEVA INC | $12,201 | $31,120 |
| 300 SHS DANAHER CORP | $26,174 | $71,907 |
| 500 SHS DISNEY (THE WALT) COMPANY | $53,625 | $58,735 |
| 2,000 SHS DRAFTKINGS INC COM | $68,295 | $87,300 |
| 500 SHS ECOLAB INC | $25,690 | $124,385 |
| 2,000 SHS FISERV INC | $23,720 | $441,920 |
| 300 SHS HONEYWELL INTERNATIONAL INC | $51,021 | $69,879 |
| 5,000 SHS HUNTINGTON BANCSHARES | $59,649 | $90,050 |
| 1,500 SHS INTERCONTINENTAL EXCHANGE INC | $31,058 | $241,440 |
| 1,000 SHS JOHNSON & JOHNSON | $21,762 | $155,010 |
| 1,000 SHS JP MORGAN CHASE & CO | $50,140 | $249,720 |
| 1,000 SHS MEDTRONIC PLC | $83,033 | $86,540 |
| 500 SHS MERCK & CO INC | $21,034 | $50,820 |
| 300 SHS META PLATFORMS INC | $27,606 | $172,296 |
| 300 SHS MICROSOFT CORP COM | $48,779 | $127,038 |
| 500 SHS PALO ALTO NETWORKS INC | $91,225 | $193,910 |
| 600 SHS PAYPAL HOLDINGS INC | $34,924 | $52,062 |
| 1,500 SHS PROCTER & GAMBLE CO | $45,565 | $268,890 |
| 1,000 SHS RAYTHEON TECHNOLOGIES CORP | $17,511 | $121,830 |
| 300 SHS SALESFORCE INC | $44,590 | $98,997 |
| 300 SHS SHIFT4 PAYMENTS INC | $28,261 | $34,224 |
| 400 THERMO FISHER SCIENTIFIC INC | $16,635 | $211,852 |
| 400 SHS ZSCALER | $68,480 | $82,636 |
| 300 SHS ASML HOLDING NV | $26,616 | $205,983 |
| 1,000 SHS ASTRAZENECA PLC SPONS ADR | $33,192 | $67,620 |
| 3,000 SHS INFINEON TECHNOLOGIES AG-ADR | $93,809 | $97,500 |
| 1,000 SHS NESTLE SA SPONSORED ADR | $20,332 | $86,780 |
| 900 SHS NOVARTIS AG ADR | $40,560 | $95,193 |
| 2,000 SHS UNILEVER PLC-SPONSORED | $66,498 | $119,680 |
| 1,000 SHS ALCON INC | $69,222 | $88,850 |
| 2,358 SHS SCHLUMBERGER LTD | $64,273 | $103,611 |
| 1,000 SHS CROWN CASTLE | $98,723 | $106,250 |
| 1,000 SHS ROBO GLOBAL HEALTHCARE TECH | $30,188 | $30,161 |
| 100,000 JPMORGAN CHASE FINANCIAL 9.7500% 1/07/2027 | $100,000 | $100,320 |
| 496 SHS CENCORA INC COM | $36,503 | $124,769 |
| 959 COLGATE-PALMOLIVE CO COM | $66,281 | $92,668 |
| 74 SHS COSTCO WHOLESALE CORP COM | $38,042 | $71,919 |
| 189 SHS IQVIA HLDGS INC COM | $36,997 | $37,959 |
| 458 SHS THE CIGNA GROUP COM | $83,832 | $154,712 |
| 124 SHS UNITED RENTALS INC | $18,390 | $107,384 |
| 4,494 SHS VESTAS WIND SYS | $23,223 | $23,099 |
| 2,097 AMAZON.COM INC | $223,494 | $435,945 |
| 3,930 COMPASS GROUP PLC SPON ADR | $75,870 | $135,624 |
| 93 SHS HOME DEPOT INC | $28,085 | $39,909 |
| 233 SHERWIN-WILLIAMS CO | $31,141 | $92,594 |
| 2,406 SHS COTERRA ENERGY INC COM | $61,221 | $64,288 |
| 825 NATIONAL GRID SPON | $44,376 | $52,536 |
| 2,171 BK OF AMERICA CORP COM | $64,528 | $103,144 |
| 681 BERKSHIRE HATHAWAY INC COM | $187,336 | $328,937 |
| 1,243 INTERACTIVE BROKERS GROUP INC COM CL A | $105,534 | $237,525 |
| 389 JPMORGAN CHASE & CO | $22,098 | $97,141 |
| 635 PROGRESSIVE CORP COM | $10,861 | $170,739 |
| 193 SHS BECTON DICKINSON & CO COM | $14,285 | $42,827 |
| 188 DANAHER CORP | $1,829 | $45,062 |
| 1,451 SHS ROCHE HOLDINGS ADR | $26,437 | $52,548 |
| 536 SHS APPLIED MATERIALS INC COM | $78,284 | $93,645 |
| 2,170 CSX CORP COM | $46,417 | $79,314 |
| 93 GRAINGER W W INC COM | $10,113 | $112,097 |
| 2,010 SHS ALPHABET INC CAP STK CL A | $102,830 | $339,590 |
| 570 APPLE INC | $93,796 | $135,278 |
| 270 SHS ARISTA NETWORKS INC COM | $13,219 | $109,571 |
| 557 FISERV INC | $62,360 | $123,075 |
| 1,090 GODADDY INC CL A | $83,953 | $215,351 |
| 141 SHS INTUIT INC | $7,911 | $90,484 |
| 2,217 KYNDRYL HLDGS INC COMMON STOCK | $62,900 | $76,952 |
| 420 SHS MASTERCARD INCORPORATED | $37,396 | $223,835 |
| 935 SHS MICROSOFT CORP | $130,300 | $395,935 |
| 698 SHS OTIS WORLDWIDE CORP | $32,622 | $71,880 |
| 535 TEXAS INSTRUMENTS INC COM | $12,521 | $107,551 |
| ACCRUED DIVIDENDS ALLOCABLE AS OF 11/30/2023 | $0 | $1,169 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $153,339 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $146,629 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,351,030 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,326,873 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $7,455 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $30 | $30 | $0 |
| POSTAGE EXPENSE | $400 | $0 | $400 |
| IL ANNUAL REPORT FEE | $15 | $0 | $15 |
| LICENSE EXPENSE | $23 | $0 | $23 |
| MISCELLANEOUS EXPENSE | $10 | $10 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $1,263 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES - GOFEN & GLOSSBERG | $40,311 | $40,311 | $0 |
| BROKERAGE FEES - NEUBERGER BERMAN | $53,645 | $53,645 | $0 |
| CONSULTING FEES | $23,450 | $0 | $23,450 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2023 FEDERAL ESTIMATED PAYMENTS | $17,000 | $0 | $0 |
| FOREIGN TAXES | $3,161 | $3,161 | $0 |