Civic Intelligence

Alfred J and Lotte Gruen Foundation

990PF • Fiscal year 2021 • EIN 23-7433092

Dec 01, 2020 to Nov 30, 2021 • Filed on Sep 15, 2022

Organization Profile
1822 N Sedgwick StreetChicago, IL 60614-5306

(561) 998-7847

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-166%

Higher net margin than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

12th percentile

-5.5%

Faster asset growth than 12% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,430,096

Down $83,553 (-5.5%) from 2020

Net Assets

Down

$1,430,096

Down $83,553 (-5.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

Down

$50,255

Down $7,442 (-13%) from 2020

Expenses

Up

$133,808

Up $130,239 (+3649%) from 2020

Net Income

Down

-$83,553

Down $137,681 (-254%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $971,022Liabilities 2010: $0Net Assets 2010: $971,0222010Assets 2011: $953,223Liabilities 2011: $11,426Net Assets 2011: $941,7972011Assets 2012: $950,845Liabilities 2012: $35,676Net Assets 2012: $915,1692012Assets 2013: $1,037,408Liabilities 2013: $61,976Net Assets 2013: $975,4322013Assets 2014: $1,041,862Liabilities 2014: $89,626Net Assets 2014: $952,2362014Assets 2015: $1,557,971Liabilities 2015: $0Net Assets 2015: $1,557,9712015Assets 2016: $1,537,206Liabilities 2016: $0Net Assets 2016: $1,537,2062016Assets 2017: $1,493,749Liabilities 2017: $0Net Assets 2017: $1,493,7492017Assets 2018: $1,433,024Liabilities 2018: $0Net Assets 2018: $1,433,0242018Assets 2019: $1,459,521Liabilities 2019: $0Net Assets 2019: $1,459,5212019Assets 2020: $1,513,649Liabilities 2020: $0Net Assets 2020: $1,513,6492020Assets 2021: $1,430,096Liabilities 2021: $0Net Assets 2021: $1,430,0962021Assets 2022: $1,573,581Liabilities 2022: $15,000Net Assets 2022: $1,558,5812022Assets 2023: $1,879,614Liabilities 2023: $0Net Assets 2023: $1,879,6142023Assets 2024: $2,691,723Liabilities 2024: $0Net Assets 2024: $2,691,7232024

Highlighted filing

2021

Assets$1,430,096
Liabilities$0
Net Assets$1,430,096
Open 2021 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $87,9372010Expenses 2011: $74,9272011Expenses 2012: $87,8172012Expenses 2013: $91,9882013Revenue 2014: $78,492Expenses 2014: $101,688Net Income 2014: -$23,1962014Revenue 2015: $753,035Expenses 2015: $147,300Net Income 2015: $605,7352015Revenue 2016: $61,571Expenses 2016: $82,336Net Income 2016: -$20,7652016Revenue 2017: $94,850Expenses 2017: $138,307Net Income 2017: -$43,4572017Revenue 2018: $50,596Expenses 2018: $111,321Net Income 2018: -$60,7252018Revenue 2019: $59,215Expenses 2019: $27,060Net Income 2019: $32,1552019Revenue 2020: $57,697Expenses 2020: $3,569Net Income 2020: $54,1282020Revenue 2021: $50,255Expenses 2021: $133,808Net Income 2021: -$83,5532021Revenue 2022: $146,821Expenses 2022: $18,336Net Income 2022: $128,4852022Revenue 2023: $459,185Expenses 2023: $138,152Net Income 2023: $321,0332023Revenue 2024: $952,042Expenses 2024: $139,933Net Income 2024: $812,1092024

Highlighted filing

2021

Revenue$50,255
Expenses$133,808
Net Income-$83,553
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Sep 15, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALFRED J GRUENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOCA RATON REGIONAL HOSPITAL FOUNDATIONGENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSIONPCBOCA RATON, FL, US$40,000
Paid GrantGEMILUTH CHESED LOTTE GRUEN FUND OF EZRA-HABONIM JEWISH CONGREGATIONGENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSIONPCSKOKIE, IL, US$30,000
Paid GrantNEW LIGHT CEMETERY ASSOCIATIONGENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSIONPCLINCOLNWOOD, IL, US$20,000
Paid GrantMAGEN DAVID ADOMGENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSIONPCNORTHBROOK, IL, US$20,000
Paid GrantNORTHWESTERN UNIVERSITYGENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSIONPCCHICAGO, IL, US$20,000
Filing and Contact Details

Filer

Filer Name
Alfred J & Lotte Gruen Foundation
EIN
23-7433092
Phone
5619987847
Address
1822 N SEDGWICK STREET, CHICAGO, IL 60614-5306

Signing Officer

Name
Seth Gruen
Title
Co-trustee
Phone
5619987847
Signed
2022-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Porte Brown LLC
Address
1752 CAPITAL ST SUITE 400, ELGIN, IL 60124
Preparer
Matthew J Schambach
Phone
8476951775
Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION ELECTS TO HAVE THE CURRENT YEARS EXCESS QUALIFYING CONTRIBUTIONS TO PRIOR YEARS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1113300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt364876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt450015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5435108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt639933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt761902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt97901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt108584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1137942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt074620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1925680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt268930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3238245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5169519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt697840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7149820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt963912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1085940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1137703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALTRIA GROUP, INC. - 1,750 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1APPLE, INC. - 5,600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GILEAD SCIENCES, INC. - 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3JP MORGAN CHASE & COMPANY - 1,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4JPMORGAN & CHASE PREFERRED - 1,950 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5KINDER MORGAN, INC. - 10,965 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6MCDONALDS CORPORATION - 400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MERCK & COMPANY, INC. - 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ORGANON & COMPANY - 200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PEPSICO, INC. - 400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PHILIP MORRIS INT'L, INC. - 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VERIZON COMMUNICATIONS, INC. - 750 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt052479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt226813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKROCK CORPORATE HIGH YIELD FUND - 5,000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY ADVISOR HIGH INCOME FUND - 10,841.478 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INVESCO FINANCIAL PREFERRED PORTFOLIO ETF - 1,500 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3INVESCO STEELPATH MLP INCOME FUND - 4,412.537 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt060550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt193128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt227570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt318444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt061602
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-11376
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt050255
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt050255
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0130000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0130000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt061602
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt061602
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-83553
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-11376
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt059035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02596
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02596
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0130000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02596
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0133808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt061631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt050255
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02596
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-11376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-11376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-11376
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-83553
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01430096
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01513649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01430096
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0115740
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0115740
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0115740
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0116561
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0821
IRS990PF/DistributableAmountGrp/TotalTaxAmt0821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FMVAssetsEOYAmt02455125
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0927394
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0916018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01970647
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0229292
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0229292
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0199692
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01513649
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01430096
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0356963
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0284786
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0284786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01513649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01430096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02455125
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01513649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01430096
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01513649
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01430096
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02366715
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0357346
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02009369
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035501
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0116561
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02331214
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02366715
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALFRED J GRUEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01500 S OCEAN BOULEVARD APT S-1501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033432
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0130000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0130000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0130000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MATTHEW SCHAMBACH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01752 CAPITAL STREET SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ELGIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0601247869
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08476951775
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT TO SUPPORT ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOCA RATON REGIONAL HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GEMILUTH CHESED LOTTE GRUEN FUND OF EZRA-HABONIM JEWISH CONGREGATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NEW LIGHT CEMETERY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MAGEN DAVID ADOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NORTHWESTERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0800 MEADOWS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14500 DEMPSTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26807 E PRAIRIE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33175 COMMERCIAL AVENUE SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4420 E SUPERIOR STREET 9TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SKOKIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LINCOLNWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORTHBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0103332
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt026668
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0115740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012408
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026668
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02596
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02596
TaxesSchedule/TaxesDetail/Amt01212
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SETH GRUEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05619987847
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALFRED J & LOTTE GRUEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALFR
ReturnHeader/Filer/EIN0237433092
ReturnHeader/Filer/PhoneNum05619987847
ReturnHeader/Filer/USAddress/AddressLine1Txt01822 N SEDGWICK STREET
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606145306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362663358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTE BROWN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01752 CAPITAL ST SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELGIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060124
ReturnHeader/PreparerPersonGrp/PhoneNum08476951775
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J SCHAMBACH
ReturnHeader/ReturnTs02022-09-15T14:54:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRUEN
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,430,096
Liabilities
$0
Net assets
$1,430,096
Revenue
$50,255
Expenses
$133,808
Net income
-$83,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.95$0.14$0.81
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.46$0.14$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.02$1.56$0.15$0.02$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.06$0.00$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.06$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.11$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.09$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.06$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.75$0.15$0.61
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.09$0.95$0.08$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.06$0.98$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.95$0.04$0.92$0.09
2011Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.09