Civic Intelligence

Harry & Harriet Bernbaum Family Charitable Foundation

990PF • Fiscal year 2013 • EIN 36-4187530

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 25, 2014

Organization Profile
222 N Lasalle StreetSuite 80060601

(312) 236-3003

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,680,723

Down $10,416 (-0.6%) from 2012

Net Assets

Down

$1,680,723

Down $10,416 (-0.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin21st percentile

Revenue

$82,980

No earlier filing loaded for comparison.

Expenses

Down

$94,013

Down $19,545 (-17%) from 2012

Net Income

-$11,033

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,851,252Liabilities 2011: $5,361Net Assets 2011: $1,845,8912011Assets 2012: $1,691,139Liabilities 2012: $0Net Assets 2012: $1,691,1392012Assets 2013: $1,680,723Liabilities 2013: $0Net Assets 2013: $1,680,7232013Assets 2014: $1,676,190Liabilities 2014: $0Net Assets 2014: $1,676,1902014Assets 2015: $1,517,442Liabilities 2015: $0Net Assets 2015: $1,517,4422015Assets 2017: $1,337,917Liabilities 2017: $0Net Assets 2017: $1,337,9172017Assets 2018: $1,400,187Liabilities 2018: $0Net Assets 2018: $1,400,1872018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$1,680,723
Liabilities$0
Net Assets$1,680,723
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $91,4382011Expenses 2012: $113,5582012Revenue 2013: $82,980Expenses 2013: $94,013Net Income 2013: -$11,0332013Revenue 2014: $112,296Expenses 2014: $116,829Net Income 2014: -$4,5332014Revenue 2015: $125,934Expenses 2015: $266,402Net Income 2015: -$140,4682015Revenue 2017: $66,387Expenses 2017: $177,112Net Income 2017: -$110,7252017Revenue 2018: $84,036Expenses 2018: $21,772Net Income 2018: $62,2642018Revenue 2019: $61,786Expenses 2019: $2,022,704Net Income 2019: -$1,960,9182019

Highlighted filing

2013

Revenue$82,980
Expenses$94,013
Net Income-$11,033
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 25, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY H BERNBAUMPresident-$0--
HARRIET H BERNBAUMSecretary/Trustee-$0--
THOMAS A KORMANAsst Secretary & Treasurer-$0--
Filing and Contact Details

Filer

EIN
36-4187530
In Care Of
% THOMAS A KORMAN
Phone
3122363003

Signing Officer

Name
Thomas a Korman
Title
Treasurer
Phone
3122363003
Signed
2014-06-25
Discuss with paid preparer
Yes

Preparer

Preparer
Gerard R Fellows
Phone
3122363003
Raw XML Appendix362 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt015533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt198336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1170961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt228269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3100680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4102880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BARCLAYS BANK PLC 7.1%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4HSBC HOLDINGS PLC 8.125%
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt071000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt071000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05066
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt083243
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt083243
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11033
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt094631
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06019
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5329
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt066249
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt071000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt094013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt083243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt082980
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016994
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt099960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt094631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010,052 UNTSFT INV GR SEL C/E 38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5329
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11033
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0617
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01680723
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01691139
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01680723
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt090622
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt090622
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt090622
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt091947
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01325
IRS990PF/DistributableAmountGrp/TotalTaxAmt01325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03749
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03749
IRS990PF/FMVAssetsEOYAmt01952798
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0336817
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0336817
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0408001
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01241742
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01324931
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01525822
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01691139
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01680723
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0112580
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt018975
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt018975
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01691139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01680723
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01952798
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01691139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01680723
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01691139
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01680723
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01866951
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt080344
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01542258
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028004
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0244349
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt091947
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01838947
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01866951
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HARRY H BERNBAUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HARRIET H BERNBAUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS A KORMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASST SECRETARY & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10222 N LASALLE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11222 N LASALLE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12222 N LASALLE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode060601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode160601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode260601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt093167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt093829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt099923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt078676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt069576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt072500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt089590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01838947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01747539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01613433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01601685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01419584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01694773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt071000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253315
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt071000
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt071000
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt071000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10222 N LASALLE ST STE 800
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode060601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10THOMAS A KORMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03122363003
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HARRY BERNBAUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10RAVINIA FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11JEWISH UNITED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12JEWISH CHILD & FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10200 RAVINIA PARK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1130 SOUTH WELLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12216 W JACKSON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20SUITE 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0HIGHLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode060035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode160606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode260606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt071000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04934
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt066066
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085688
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt066066
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HARRY BERNBAUM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10675 LONGBOAT CLUB ROAD APT 27A TO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0LONGBOAT KEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode034228
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05066
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06019
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0134111
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1196677
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt299363
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt344616
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4115992
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5243335
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt647752
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt779658
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt80
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt9118969
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1076857
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1182823
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt121589
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0GROWTH FUND OF AMERICA
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INVESTMENT CO. OF AMERICA
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2UNITS FT INVEST GRD SELECT CE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3SPDR S&P 500 EFT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4ISHARES TR CORE TOTAL US BOND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5HARTFORD ANNUITY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6ISHARES TRUST S&P ETF TR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7SPDR DJIA TRUST ETF SER 1
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8VANGUARD TOTAL WORLD STK INDEX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9VANGUARD TOTAL WORLD STK INDEX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10ISHARES INTER CREDIT BOND ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11VANGUARD BD INDEX FD INC TOTAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12MISC RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0145684
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1214646
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt344616
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4115992
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5255502
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6115516
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7107639
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt846687
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt9118969
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1076857
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1182823
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt120
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0184537
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1236655
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt373876
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4117073
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5255502
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt6148520
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt7148923
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt850730
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt9154440
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1075516
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1180050
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt120
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0617
OtherIncreasesSchedule/OtherIncreasesDetail/Description0BOOK/TAX DIFFERENCE ON SECURITY SALE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016994
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT & ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016994
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A KORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03122363003
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10HARRY & HARRIET BERNBAUM FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0364187530
ReturnHeader/Filer/InCareOfNm0% THOMAS A KORMAN
ReturnHeader/Filer/PhoneNum03122363003
ReturnHeader/Filer/USAddress/AddressLine10222 N LASALLE STREET
ReturnHeader/Filer/USAddress/AddressLine20Suite 800
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Gould & Ratner LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10222 N LaSalle St Ste 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0606011086
ReturnHeader/PreparerPersonGrp/PhoneNum03122363003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerard R Fellows
ReturnHeader/ReturnTs02014-06-25T14:20:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,680,723
Liabilities
$0
Net assets
$1,680,723
Revenue
$82,980
Expenses
$94,013
Net income
-$11,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.06$2.02$1.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.02$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.07$0.18$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.13$0.27$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.12$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.09$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.85$0.01$1.85$0.09