Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 12-01-2022 , and ending 11-30-2023
Name of foundation
HOCHBERG FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5215 OLD ORCHARD RD 880
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SKOKIE, IL60077
A Employer identification number

36-3152002
B Telephone number (see instructions)

(847) 881-2023
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$11,106,590J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 725,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 148 148  
4 Dividends and interest from securities... 269,168 269,168  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,919,988
b Gross sales price for all assets on line 6a 1,107,305
7 Capital gain net income (from Part IV, line 2)... 1,919,988
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
168,390 168,143  
12 Total. Add lines 1 through 11........ 3,082,694 2,357,447  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,980 6,490   6,490
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
46,925 46,925   0
17 Interest............... 20,808 20,808   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,225 4,052   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,605 43,423   3,182
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 138,543 121,698   9,672
25 Contributions, gifts, grants paid....... 1,029,572 1,029,572
26 Total expenses and disbursements. Add lines 24 and 25 1,168,115 121,698   1,039,244
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,914,579
b Net investment income (if negative, enter -0-) 2,235,749
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 324,707 222,639 222,639
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,953,414 Click to see attachment
List of Attached Documents:
// Content
5,111,371 		6,372,053
c Investments—corporate bonds (attach schedule)....... 1,913,133 Click to see attachment
List of Attached Documents:
// Content
1,908,548 		1,773,237
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,772,195 Click to see attachment
List of Attached Documents:
// Content
2,747,437 		2,738,661
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,963,449 9,989,995 11,106,590
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,963,449 9,989,995
29 Total net assets or fund balances (see instructions)..... 9,963,449 9,989,995
30 Total liabilities and net assets/fund balances (see instructions). 9,963,449 9,989,995
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,963,449
2
Enter amount from Part I, line 27a .....................
2
1,914,579
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
47,296
4
Add lines 1, 2, and 3 ..........................
4
11,925,324
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,935,329
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,989,995
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - LT      
b BAXTER STREET FUND II, LP P    
c SAVILE ROW HEALTHCARE HEDGED EQUITY P    
d SAVILE ROW TAX ADVANTAGED P    
e SAVILE ROW GLOBAL MACRO FUND C P    
NEXT FOUNTAIN SQUARE P    
SAVILE ROW DIVERSIFIER STRATEGIES P    
PUBLICLY TRADED SECURITIES - ST      
BAXTER STREET FUND II, LP P    
SAVILE ROW HEALTHCARE HEDGED EQUITY P    
SAVILE ROW TAX ADVANTAGED P    
SAVILE ROW GLOBAL MACRO FUND C P    
SAVILE ROW DIVERSIFIER STRATEGIES P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 908,287   807,817 100,470
b       -44,825
c       64
d       -3,785
e       56
      1,935,329
      -4,234
133,986   132,485 1,501
      -96,075
      4
      -23,372
      702
      -10,879
65,032     65,032
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       100,470
b       -44,825
c       64
d       -3,785
e       56
      1,935,329
      -4,234
      1,501
      -96,075
      4
      -23,372
      702
      -10,879
      65,032
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,919,988
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 31,077
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 31,077
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 31,077
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 7,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 23,877
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowLARRY J HOCHBERG Telephone no.right arrow (847) 881-2023

Located atright arrow5215 OLD ORCHARD ROAD SUITE 880SKOKIEIL ZIP+4right arrow60077
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LARRY J HOCHBERG DIRECTOR
0.25 		0 0 0
5215 OLD ORCHARD ROAD SUITE 880
SKOKIE,IL60077
ANDREW S HOCHBERG DIRECTOR
0.25 		0 0 0
5215 OLD ORCHARD ROAD SUITE 880
SKOKIE,IL60077
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,720,529
b
Average of monthly cash balances.......................
1b
212,301
c
Fair market value of all other assets (see instructions)................
1c
2,738,661
d
Total (add lines 1a, b, and c).........................
1d
10,671,491
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,671,491
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
160,072
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,511,419
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
525,571
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
525,571
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
31,077
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,077
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
494,494
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
494,494
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
494,494
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,039,244
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,039,244
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 494,494
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,039,244
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
118,686
d Applied to 2022 distributable amount..... 494,494
e Remaining amount distributed out of corpus 426,064
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 544,750
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		118,686
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		426,064
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 426,064
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
LARRY J HOCHBERG
ANDREW S HOCHBERG
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMCHA INITIATIVE

PO BOX 408
SANTA CRUZ,CA95061 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

AMERICAN FRIENDS OF ALYN HOSPITAL

122 E 42ND ST 1519
NEW YORK,NY10168 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

AMERICAN FRIENDS OF ISRAEL SPORT CENTER FOR THE DISABLED

1 NORTHFIELD PLZ STE 300
NORTHFIELD,IL60093 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

AMERICAN FRIENDS OF LUBAVITCH CHABAD

525 LEFFERTS AVE
BROOKLYN,NY11225 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST
NEW YORK,NY10022 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

AMERICAN SEPHARDI FEDERATION

15 W 16TH ST
NEW YORK,NY10011 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

AMERICAN TECHNION SOCIETY

30 NORTH LASALLE ST SUITE 1515
CHICAGO,IL60602 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

ARTHITIS FOUNDATION

1355 PEACHTREE ST NE SUITE 600
ATLANTA,GA30309 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,250

AVENUES TO INDEPENDENCE

515 BUSSE HWY
PARK RIDGE,IL60068 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

BCH FOUNDATION

2050 LARKIN AVE 101
ELGIN,IL60123 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

BEIT RUTH (AMERICAN FRIENDS OF BEIT RUTH)

150 GREENWICH ST 29TH FL
NEW YORK,NY10007 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

BEIT T'SHUVAH - LOS ANGELES YOU MATTER - HONOR OF REZNIK AND SHAPIRO

8831 VENICE BLVD
LOS ANGELES,CA90034 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,250

BRIDGES OUTREACH

120 MORRIS AVE
SUMMIT,NJ07902 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

BRIGHT STAR COMMUNITY OUTREACH

4518 S COTTAGE GROVE
CHICAGO,IL60653 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

CAMERA

PO BOX 35040
BOSTON,MA02135 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

CENTER FOR ISRAEL EDUCATION

825 HOUSTON MILL RD NE STE 114
ATLANTA,GA30329 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

CENTER FOR PEACE COMMUNICATIONS

1623 FLATBUSH AVE 200
BROOKLYN,NY11210 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

CENTRAL FUND OF ISRAEL

980 AVE OF AMERICAS STE 3RD FL
NEW YORK,NY10018 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

CHABAD OF POTOMAC

10500 BURBANK DRIVE
POTOMAC,MD20854 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

CHILDREN'S BURN FOUNDATION

5000 VAN NUYS BLVD
SHERMAN OAKS,CA91403 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

CHRISTIANS UNITED FOR ISRAEL

PO BOX 1307
SAN ANTONIO,TX78295 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 400

CONCERN FOUNDATION

11111 W OLYMPIC BLVD STE 214
LOS ANGELES,CA90064 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

CONFERENCE OF PRESIDENTS

633 THIRD AVENUE
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

COUNCIL FOR JEWISH ELDERLY

3003 W TOUHY AVE
CHICAGO,IL60645 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

CREATIVE COMMUNITY FOR PEACE

PO BOX 34122
LOS ANGELES,CA90034 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

CREATIVE VISIONS FOUNDATION (WORKINGNATION)

18820 PACIFIC COAST HIGHWAY STE 201
MALIBU,CA90265 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

DAVID HOROWITZ FREEDOM CENTER

PO BOX 55089
SHERMAN OAKS,CA91499 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

DYAUTONOMIA INTERNATIONAL

PO BOX 596
EAST MORICHES,NY11940 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

EAGLES' WINGS

514 14TH ST
WEST PALM BEACH,FL33401 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

EB RESEARCH PARTNERSHIP

132 EAST 43RD ST STE 432
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

EDUCATION THROUGH MUSIC

122 E 42ND ST STE 1501
NEW YORK,NY10168 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

EMET

PO BOX 66366
WASHINGTON,DC20035 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

FDD - (FOUNDATION FOR DEFENSE OF DEMOCRACIES)

1800 M ST NW
WASHINGTON,DC20033 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150,000

FELNET - FRIENDS OF ELNET

5215 OLD ORCHARD ROAD STE 880
SKOKIE,IL60077 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,250

FIRST CONGREGATION SONS OF ISRAEL

161 CORDOVA ST
ST AUGUSTINE,FL32084 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

FRIENDS OF IDF

PO BOX 4224
NEW YORK,NY10163 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 140,000

FRIENDS OF THE JEWISH CHAPEL (URIAH P LEVY CENTER)

326 FIRST STREET SUITE 22
ANNAPOLIS,MD21403 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

FUENTE LATINA

1125 NE 125 ST STE 300-3 NORTH
MIAMI,FL33161 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

GOOD PEOPLE FUND

384 WYOMING AVENUE
MILLBURN,NJ07041 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

HARMONY PROJECT

4322 WILSHIRE BLVD STE 101
LOS ANGELES,CA90010 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

HILLEL CLAREMONT COLLEGE

915 W FOOTHILL BLVD STE C-120
CLAREMONT,CA91711 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

IL HOLOCAUST MUSEUM & EDUC CTR

9603 WOODS DRIVE
SKOKIE,IL600771025 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,200

IMPACT FORUM FOUNDATION

15910 VENTURA BLVD STE 700
ENCINO,CA91436 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

ISRAAID GLOBAL HUMANITARIAN ASSISTANCE INC

PO BOX 61227
PALO ALTO,CA94306 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

ISRAEL POLICY FORUM

355 LEXINGTON AVE 4TH FL
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

ISRAEL TENNIS CENTERS

165 EAST 56 STREET 2ND FL
NEW YORK,NY10022 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

ISRAELI AMERICAN COUNCIL

303 1320 CENTRE ST 301
NEWTON,MA02459 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

JEW IN THE CITY

PO BOX 2168
TEANECK,NJ07666 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

JEWISH BOOK COUNCIL

520 8TH AVE 4TH FLOOR
NEW YORK,NY10018 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

JEWISH COMMUNITY CENTER CHABAD

3661 GRENOBLE CT
ROCKFORD,IL61114 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

JEWISH CONTINUITY NETWORK (THE PLURALISM PROJECT)

2 ARROW ST 4TH FLOOR
CAMBRIDGE,MA02138 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

JEWISH FUNDERS NETWORK

150 WEST 30TH ST STE 900
NEW YORK,NY10001 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,497

JEWISH VOCATIONAL SERVICE

135 N ARLINGTON HEIGHTS RD 104
BUFFALO GROVE,IL60089 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

JEWISH WORLD WATCH

5551 BALBOA BLVD
ENCINO,CA91316 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

JEWS UNITED FOR DEMOCRACY & JUSTICE

11960 W SUNSET BLVD
LOS ANGELES,CA90049 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

JINSA - JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA

1101 14TH STREET NW STE 1030
WASHINGTON,DC20005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

JTA (GLOBAL NEWS SERVICE)

520 8TH AVENUE 4TH FLOOR
NEW YORK,NY10018 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

KESHET

600 ACADEMY DR 130
NORTHBROOK,IL60062 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

KIDS ABOVE ALL

8765 W HIGGINS STE 450
CHICAGO,IL60631 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

LAJFFJFILM LA

3250 WILSHIRE BLVD
LOS ANGELES,CA90010 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

LAKE SHORE DRIVE SYNAGOGUE

70 E ELM ST
CHICAGO,IL60611 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

LOUIS BRANDEIS CENTER FOR HUMAN RIGHTS

1717 PENNSYLVANIA AVE NW STE 1025
WASHINGTON,DC20006 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

MAGIVIM ORG

1550 SOUTH BEVERLY DRIVE SUITE 2
LOS ANGELES,CA90035 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

MAOT CHITIM GREATER CHICAGO

3710 COMMERCIAL AVE 7
NORTHBROOK,IL60062 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

MEMRI

PO BOX 27837
WASHINGTON,DC20038 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

MICHAEL J FOX FUND FOR PARKINSONS

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

MIDDLE EAST FORUM

1920 CHESTNUT ST
PHILADELPHIA,PA191034634 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

MOVING PICTURE INSTITUTE

375 GREENWICH ST
NEW YORK,NY10013 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

NORTH SHORE CONGREGATION ISRAEL

1185 SHERIDAN RD
GLENCOE,IL60022 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

NSS BETH EL

1175 SHERIDAN RD
HIGHLAND PARK,IL60035 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

ONETABLE ONE TABLE

79 MADISON AVENUE
NEW YORK,NY10016 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE STE 1501
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 30,500

PJTN - PROCLAIMING JUSTICE TO THE NATIONS

PO BOX 682711
FRANKLIN,TN370682711 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

RAND CORP

1776 MAIN STREET
SANTA MONICA,CA904013208 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

RAVINIA FESTIVAL

200 RAVINIA PARK RD
HIGHLAND PARK,IL60035 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 4,000

REPORT INC

PMB 225 1121 N BETHLEHEM PIKE STE
60
SPRING HOUSE,PA19477 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

ROLFE FOUNATION

4809 N RAVENSWOOD AVE 326
CHICAGO,IL60640 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

SCHECHTER INSTITUTES

BOX 3566 PO BOX 8500
PHILADELPHIA,PA191783566 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

SHALVA

PO BOX 46375
CHICAGO,IL60646 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

SHER KAGEN PRODUCTIONS

233 E 69TH ST APT 2I
NEW YORK,NY10021 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

SINAI TEMPLE

15 W DELAWARE PL
CHICAGO,IL60610 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

SISTER ROSE THERING

400 SOUTH ORANGE AVE
SOUTH ORANGE,NJ07079 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

ST JUDE'S HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

STAND WITH US

PO BOX 340169
LOS ANGELES,CA90034 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 97,500

STANDSTRONG

5851 POWDER HORN LN
JAMESVILLE,NY13078 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

SUSAN KOMEN BREAST CANCER FOUNDATION

5005 LBJ FREEWAY STE 526
DALLAS,TX75244 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

THE ALGEMEINER

20 E 51ST STREET 185
NEW YORK,NY10022 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

THE ARTHRITIS FOUNDATION

1355 PEACHTREE ST SUITE 600
ATLANTA,GA30309 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,250

THE BINYAMIN FUND

11 BAKER LN
SUFFERN,NY10901 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

THE BROAD STAGE

1310 11TH ST
SANTA MONICA,CA90401 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

THE CHICAGO CENTER FOR TORAH & CHESED

6557 N LINCOLN AVE
LINCOLNWOOD,IL60712 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

THE CHICAGO LIGHTHOUSE

1850 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

THE JEWISH MUSEUM

1109 5TH AVE E 92ND ST
NEW YORK,NY10128 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 125

THE LAWFARE PROJECT

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

TRIBE MEDIA CORPORATION

3250 WILSHIRE BLVD STE 1280
LOS ANGELES,CA90010 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

UN WATCH USA

PO BOX 5872
WASHINGTON,DC20016 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

UNIVERISTY OF TOLEDO FOUNDATION

2801 W BANCROFT ST
TOLEDO,OH43606 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 115,000

WTTW CHANNEL 11

5400 N SAINT LOUIS AVE
CHICAGO,IL60625 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

ZACHOR LEGAL INSTITUTE

PO BOX 6774
BOZEMAN,MT59771 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

ZIONESS

244 FIFTH AVENUE SUITE A205
NEW YORK,NY10001 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
Total .................................right arrow 3a 1,029,572
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 148  
4 Dividends and interest from securities ....     14 269,168  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,919,988  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSAVILE ROW DIVERSIFIER STRATEGIES 		    14 21,136  
bSAVILE ROW TAX ADVANTAGED     14 -3,360  
cSAVILE ROW CONVERTIBLE BOND     14 -5,450  
dSAVILE ROW GLOBAL MACRO FUND C     14 87,576  
eEUSF, LLC     14 68,416  
fIRS REFUND     01 2,229  
gBAXTER STREET FUND II     14 -175  
hSAVILE ROW DIVERSIFIER STRATEGIES 900001 -1,982 14    
12 Subtotal. Add columns (b), (d), and (e) .. -1,982 2,359,676 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,357,694
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
HOCHBERG FAMILY FOUNDATION
 
Employer identification number

36-3152002
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
HOCHBERG FAMILY FOUNDATION
  		Employer identification number
36-3152002
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LARRY HOCHBERG
180 EAST PEARSON APT 2016
 
CHICAGO, IL60611

$ 725,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
HOCHBERG FAMILY FOUNDATION
  		Employer identification number

36-3152002
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
HOCHBERG FAMILY FOUNDATION
  		Employer identification number

36-3152002
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,980 6,490   6,490

TY 2022 DistributionFromCorpusElection
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Election:
PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.

TY 2022 InvestmentsCorpBondsSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Name of Bond End of Year Book Value End of Year Fair Market Value
CARILLON REAMS CORE PLUS BOND CL I 578,304 548,292
DODGE & COX INCOME CL I 827,475 751,014
GMO OPPORTUNISTIC INCOME FUND INSTL 259,450 245,284
J P MORGAN EXCHANGE TRADED FD INFLATION 208,874 200,666
VANGUARD INFLATION PROCTED SEC ADM CL 34,445 27,981

TY 2022 InvestmentsCorpStockSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Name of Stock End of Year Book Value End of Year Fair Market Value
AMERICAN CENTY ETF TR AVANTIS US 324,726 363,959
APPLE INC 5,766 78,552
CAUSEWAY INTERNATNAL VALUE INSTL 296,379 297,803
DFA US LARGE CAP VALUE PRTF INSTL 355,881 441,366
GMO RESOURCES FUND I 355,769 402,550
GOLDMAN SACHS GQG PARTNERS INTL OPP I 267,499 307,718
KOPERNIK GLOBAL ALL CAP FUND INSTL 442,209 353,925
LAZARD GLOBAL LISTED INFRASTRUCTE INSTL 178,328 169,832
POLAR CAPITAL EMERG MARKET STARS I 347,996 356,908
PZENA EMERGING MRKTS FOCUSED VAL INSTL 387,432 399,501
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 2,143,055 3,170,899
VANGUARD WORLD FDS VANGUARD INFORMATION 6,331 29,040

TY 2022 InvestmentsOtherSchedule2
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BAXTER STREET FUND II, LP AT COST 650,637 641,806
EUSF LLC AT COST 306,318 306,318
SAVILE ROW CONVERTIBLE BOND AT COST 246,220 246,220
SAVILE ROW GLOBAL MACRO FUND C AT COST 332,964 332,964
SAVILE ROW HEALTHCARE HEDGED EQUITY AT COST 7,427 7,427
SAVILE ROW TAX ADVANTAGED AT COST 197,379 197,379
SR DIVERSIFIED STRATEGIES AT COST 1,006,492 1,006,547

TY 2022 OtherDecreasesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Description Amount
TIMING DIFFERENCE ON NEXT FOUNTAIN SQUARE K-1 1,935,329


TY 2022 OtherExpensesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IL FILING FEES 315 0   315
BAXTER STREET FUND K-1 EXPENSES 8,329 8,329   0
SAVILE ROW HEALTHCARE HEDGED K-1 EXPENSES 430 430   0
SAVILE ROW TAX ADVANTAGED K-1 EXPENSES 18,246 18,246   0
SAVILE ROW CONVERTIBLE BOND K-1 EXPENSES 216 216   0
SAVILE ROW GLOBAL MACRO FUND C K-1 EXPENSES 1,654 1,654   0
SAVILE ROW DIVERSIFIER STRATEGIES K-1 EXPENSE 14,548 14,548   0
REIMBURSED CHARITABLE EXPENSES 2,867 0   2,867


TY 2022 OtherIncomeSchedule2
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SAVILE ROW DIVERSIFIER STRATEGIES 21,136 21,136 21,136
SAVILE ROW TAX ADVANTAGED -3,360 -3,360 -3,360
SAVILE ROW CONVERTIBLE BOND -5,450 -5,450 -5,450
SAVILE ROW GLOBAL MACRO FUND C 87,576 87,576 87,576
EUSF, LLC 68,416 68,416 68,416
IRS REFUND 2,229   2,229
BAXTER STREET FUND II -175 -175 -175
SAVILE ROW DIVERSIFIER STRATEGIES -1,982 0 -1,982


TY 2022 OtherIncreasesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Description Amount
BOOK/TAX DIFFERENCE 47,296


TY 2022 OtherProfessionalFeesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIDELITY FEES 46,925 46,925   0


TY 2022 TaxesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRS - ESTIMATED PAYMENTS 7,173 0   0
FOREIGN TAXES 4,052 4,052   0