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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 12-01-2024 , and ending 11-30-2025
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$12,352,081J 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) 60,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 133 133  
4 Dividends and interest from securities... 352,330 351,344  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 254,320
b Gross sales price for all assets on line 6a 1,852,579
7 Capital gain net income (from Part IV, line 2)... 252,932
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
147,113 131,930  
12 Total. Add lines 1 through 11........ 813,896 736,339  
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
14,680 7,340   7,340
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
53,686 53,686   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,000 0   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
161,766 159,807   1,849
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 231,132 220,833   9,189
25 Contributions, gifts, grants paid....... 913,522 913,522
26 Total expenses and disbursements. Add lines 24 and 25 1,144,654 220,833   922,711
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -330,758
b Net investment income (if negative, enter -0-) 515,506
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 260,233 279,087 279,087
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)....... 5,140,151 Click to see attachment
List of Attached Documents:
// Content
5,409,767 		8,486,685
c Investments—corporate bonds (attach schedule)....... 1,824,070 Click to see attachment
List of Attached Documents:
// Content
1,543,426 		1,518,677
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).......... 2,236,154 Click to see attachment
List of Attached Documents:
// Content
2,067,632 		2,067,632
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) 9,460,608 9,299,912 12,352,081
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 9,460,608 9,299,912
29 Total net assets or fund balances (see instructions)..... 9,460,608 9,299,912
30 Total liabilities and net assets/fund balances (see instructions). 9,460,608 9,299,912
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
9,460,608
2
Enter amount from Part I, line 27a .....................
2
-330,758
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
170,062
4
Add lines 1, 2, and 3 ..........................
4
9,299,912
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,299,912
Form 990-PF (2024)
Form 990-PF (2024)
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 - ST P    
b PUBLICLY TRADED SECURITIES - LT P    
c K-1 STCG THRU BAXTER STREET FUND II, LP P    
d K-1 LTCG THRU BAXTER STREET FUND II, LP P    
e K-1 STCL THRU SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A P    
K-1 LTCG THRU SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A P    
K-1 UBI NPCG THRU SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 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 29,984   35,244 -5,260
b 1,780,994   1,621,584 159,410
c       3,680
d       56,733
e       -1,188
      516
2,560   2,560 0
39,041     39,041
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       -5,260
b       159,410
c       3,680
d       56,733
e       -1,188
      516
      0
      39,041
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 2 252,932
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  
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 7,166
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 7,166
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 7,166
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,865
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 8,865
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,699
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,699 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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 2024 or the taxable year beginning in 2024? 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
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
Yes
 
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 (2024)
Form 990-PF (2024)
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
OXFORD FINANCIAL GROUP LTD INVESTMENT MANAGEMENT 53,686
PO BOX 80238
INDIANAPOLIS,IN462800238
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 (2024)
Form 990-PF (2024)
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
9,486,642
b
Average of monthly cash balances.......................
1b
185,640
c
Fair market value of all other assets (see instructions)................
1c
2,067,632
d
Total (add lines 1a, b, and c).........................
1d
11,739,914
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
11,739,914
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
176,099
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,563,815
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
578,191
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
578,191
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,166
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
54
c
Add lines 2a and 2b............................
2c
7,220
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
570,971
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
580,971
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
580,971
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
922,711
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
922,711
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 580,971
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 426,064
e From 2023...... 502,002
f Total of lines 3a through e ........ 928,066
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 922,711
a Applied to 2023, 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)........ 		0
d Applied to 2024 distributable amount..... 580,971
e Remaining amount distributed out of corpus 341,740
5 Excess distributions carryover applied to 2024. 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 1,269,806
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,269,806
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 426,064
d Excess from 2023.... 502,002
e Excess from 2024.... 341,740
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ACADEMY OF MUSIC OF PASO

5400 N LAWLER AVE
CHICAGO,IL60630 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 800

ALZHEIMER'S FOUNDATION

322 8TH AVENUE 16TH FLOOR
NEW YORK,NY10001 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

AMCHA INITIATIVE

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

AMERICAN CONSERVATION COALITION

1100 H ST NW STE 1200
WASHINGTON,DC20005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

AMERICAN FRIENDS ALYN HOSPITAL

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

AMERICAN FRIENDS OF NETANYA COLLEGE

270 MADISON AVENUE
NEW YORK,NY100160601 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

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

ANTI DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

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

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

BEIT T'SHUVAH

8831 VENICE BLVD
LOS ANGELES,CA90034 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

BIRTHRIGHT

PO BOX 21615
NEW YORK,NY10087 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 18,000

BRANDEIS CENTER FOR HUMAN RIGHTS

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

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

BROAD STAGE

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

CEDARS-SINAI MEDICAL CENTER

6500 WILSHIRE BLVD STE 1100
LOS ANGELES,CA90048 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

CENTER FOR PEACE COMMUNICATIONS

1623 FLATBUSH AVE 200
BROOKLYN,NY11210 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

CENTRAL FUND OF ISRAEL

980 AVE OF AMERICAS STE 3RD FL
NEW YORK,NY10018 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 24,550

CHILDREN'S BURN FOUNDATION

5000 VAN NUYS BLVD
SHERMAN OAKS,CA91403 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,800

CHRISTIANS UNITED FOR ISRAEL

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

COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING AND ANALYSIS (CAMERA)

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

CONCERN FOUNDATION FOR CANCER RESEARCH

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

DAVID AND JANET POLAK FOUNDATION - AKLA PROGRAM

5215 OLD ORCHARD ROAD STE 880
SKOKIE,IL60077 		  PF TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

EAGLE'S 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

EDWARD CHARLES FOUNDATION

269 S BEVERLY DR STE 338
BEVERLY HILLS,CA90212 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

EL MEDIO INC

20900 NE 30TH AVE STE 800
AVENTURA,FL33180 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

ENDOWMENT FOR MIDDLE EAST TRUTH (EMET)

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

FIRST CONGREGATION SONS OF ISRAEL

PO BOX 352
ST AUGUSTINE,FL32085 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

FOUNDATION FOR DEFENSE OF DEMOCRACIES (FDD)

1800 M ST NW
WASHINGTON,DC20033 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 90,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 65,000

FRIENDS OF THE JEWISH CHAPEL

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

GEVURA FUND

8 AILEEN TER
GLOUCESTER,MA01930 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,100

GVNGORG

369 S DOHENY DR 250
BEVERLY HILLS,CA902113508 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

HADASSAH

40 WALL STREET
NEW YORK,NY10005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

HANDS ON TZEDAKAH

2901 CLINT MOORE RD
BOCA RATON,FL334962041 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

HARMONY PROJECT

4322 WILSHIRE BLVD STE 101
LOS ANGELES,CA90010 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 17,500

HILLEL AT CLAREMONT COLLEGES

LANGDON ST
MADISON,WI53703 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

HOLLAND FOUNDATION FOR SIGHT RESTORATION

1360 DOLWICK DRIVE SUITE 205
ERLANGER,KY41018 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER

9603 WOODS DRIVE
SKOKIE,IL600771025 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

ILLINOIS POLICY INSTITUTE

300 S RIVERSIDE PLAZA STE 1650
CHICAGO,IL60606 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

IMPACT FORUM FOUNDATION

15910 VENTURA BLVD STE 700
ENCINO,CA91436 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 27,000

ISRAEL PARASPORT CENTER

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

ISRAEL POLICY FORUM

355 LEXINGTON AVE 4TH FL
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

ISRAELI-AMERICAN COUNCIL

303 1320 CENTRE ST 301
NEWTON,MA02459 		  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

137 W RAND RD
ARLINGTON HEIGHTS,IL60004 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

JEWISH FEDERATION OF GREATER INDIANAPOLIS

6705 HOOVER ROAD
INDIANAPOLIS,IN46260 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

JEWISH FEDERATION PALM BEACH

1 HARVARD CIR 100
WEST PALM BEACH,FL33409 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

JEWISH FUNDERS NETWORK

150 WEST 30TH ST STE 900
NEW YORK,NY10001 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,597

JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA (JINSA)

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

JEWISH MIDDLE SCHOOL OF NASHVILLE

3600 WEST END AVE
NASHVILLE,TN37205 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

JEWISH NEWS SYNDICATE

40 NONANTUM ST
NEWTON,MA02458 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

JEWISH TELEGRAPHIC AGENCY

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

JEWISH UNITED FUND

30 S WELLS ST
CHICAGO,IL60606 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

JEWISH VOCATIONAL SERVICES

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 5,000

JEWS UNITED FOR DEMOCRACY AND JUSTICE

11960 W SUNSET BLVD
LOS ANGELES,CA90049 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

JUDAISM ALIVE

7 FOXCLIFF CT
BALLWIN,MO63011 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,800

KESHET

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

KIDS ABOVE ALL ILLINOIS

8765 W HIGGINS STE 450
CHICAGO,IL60631 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,500

LAFD FOUNDATION

1700 STADIUM WAY STE 100
LOS ANGELES,CA90012 		  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

LOS ANGELES JEWISH FILM FESTIVAL

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

MAOT CHITIM OF GREATER CHICAGO

3710 COMMERCIAL AVE 7
NORTHBROOK,IL60062 		  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 20,000

MOVING PICTURE INSTITUTE

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

NAVY SEAL FOUNDATION

1619 D STREET
VIRGINIA BEACH,VA23459 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

NORTH SHORE SYNAGOGUE BETHEL

1175 SHERIDAN RD
HIGHLAND PARK,IL60035 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

NORTHWESTERN LAW SCHOOL

375 EAST CHICAGO AVENUE
CHICAGO,IL60611 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

NORTHWESTERN MEMORIAL FOUNDATION

541 N FAIRBANKS CT STE 800
CHICAGO,IL60611 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

ONETABLE

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

PALESTINIAN MEDIA WATCH

PO BOX 23858
NEW YORK,NY10087 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

PEF ISRAEL ENDOWMENT FUNDS

630 THIRD AVE STE 1501
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 22,500

PROCLAIMING JUSTICE TO THE NATIONS (PJTN)

PO BOX 682711
FRANKLIN,TN370682711 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 35,000

RAVINIA FESTIVAL

200 RAVINIA PARK RD
HIGHLAND PARK,IL60035 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

REPORT INC

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

SHALVA

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

SINAI TEMPLE

15 W DELAWARE PL
CHICAGO,IL60610 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

ST JUDE CHILDREN'S HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 6,000

STANDSTRONG

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

STANDWITHUS

PO BOX 340169
LOS ANGELES,CA90034 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 102,500

STEPHEN WISE FREE SYNAGOGUE

30 W 68TH ST
NEW YORK,NY10023 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

THE CHICAGO CENTER FOR TORAH AND 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 PHILLY BAER FOUNDATION

2723 WOODLAND DR
NORTHBROOK,IL60062 		  PF TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

THE SCHECHTER INSTITUTE

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

THE SIX11 PROJECT

1625 ELLSMERE AVE
LOS ANGELES,CA90019 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

TORAH UMESORAH - NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS

620 FOSTER AVENUE
BROOKLYN,NY11230 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

TRIBE MEDIA CORP

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,DE20016 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

WTTW CHANNEL 11

5400 N SAINT LOUIS AVE
CHICAGO,IL60625 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
Total .................................right arrow 3a 913,522
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 133  
4 Dividends and interest from securities .... 900001 986 14 351,344  
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 ............ 		900001 2,560 18 251,760  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aBAXTER STREET FUND II 		    14 -104  
bEUSF, LLC     14 7,204  
cSAVILE ROW CONVERTIBLE BOND     14 46,469  
dSAVILE ROW DIVERSIFIER STRATEGIES 900001 5,285 14 26,693  
eSAVILE ROW GLOBAL MACRO FUND C 900001 754 14 44,374  
fSAVILE ROW TAX ADVANTAGED 900001 -856 14 7,294  
gRETURNED GRANTS     01 10,000  
12 Subtotal. Add columns (b), (d), and (e) .. 8,729 745,167 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
753,896
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

36-3152002
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
HOCHBERG FAMILY FOUNDATION
  		Employer identification number
36-3152002
Part I
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

$ 60,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,680 7,340   7,340

TY 2024 InvestmentsCorpBondsSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Name of Bond End of Year Book Value End of Year Fair Market Value
DODGE & COX INCOME CL I 604,453 575,288
GMO OPPORTUNISTIC INCOME FUND INSTL 254,485 247,354
J P MORGAN EXCHANGE TRADED FD INFLATION 208,874 210,351
JPMORGAN CORE BOND CLASS I 439,290 455,074
VANGUARD INFLATION PROCTED SEC ADM CL 36,324 30,610

TY 2024 InvestmentsCorpStockSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Name of Stock End of Year Book Value End of Year Fair Market Value
ARGA INTERNATIONAL VALUE INSTL 460,405 585,553
AVANTIS US SMALL CAP VALUE ETF 324,726 409,880
DFA US LARGE CAP VALUE PRTF INSTL 307,027 476,528
GMO RESOURCES FUND I 169,201 190,005
GOLDMAN SACHS GQG PARTNERS INTL OPP I 306,222 398,174
KOPERNIK GLOBAL ALL CAP FUND INSTL 371,628 458,245
LAZARD GLOBAL LISTED INFRASTRUCTE INSTL 190,960 220,386
LISTED FD TR HORIZON KINETICS 180,899 224,724
POLAR CAPITAL EMERG MARKET STARS I 241,313 324,681
POLAR CAPITAL INTL SMALL COMPANY 188,500 192,192
PZENA EMERGING MRKTS FOCUSED VAL INSTL 241,468 325,031
PZENA INTERNATIONAL SMALL CAP VALUE FD I 188,500 229,857
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 1,743,948 3,856,884
VANGUARD WORLD FDS VANGUARD INFORMATION 6,331 45,132
WILLIAM BLAIR INTERNAT'L GROWTH I 488,639 549,413

TY 2024 InvestmentsOtherSchedule2
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EFFICIENT US FUNDS, LLC DIVERSIFIED TREND PLUS SERIES AT COST 289,534 289,534
SAVILE ROW CONVERTIBLE BOND FUND L 2021-1, LLC AT COST 321,425 321,425
SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC AT COST 980,912 980,912
SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLC AT COST 338,864 338,864
SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLC AT COST 136,897 136,897

TY 2024 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 15 0   15
CHECK IMPRINT FEE 53 0   53
BAXTER STREET FUND K-1 EXPENSES 9,897 9,897   0
SAVILE ROW TAX ADVANTAGED K-1 EXPENSES 58,492 58,492   0
SAVILE ROW CONVERTIBLE BOND K-1 EXPENSES 228 228   0
SAVILE ROW GLOBAL MACRO FUND C K-1 EXPENSES 7,055 6,945   0
SAVILE ROW DIVERSIFIER STRATEGIES K-1 EXPENSE 84,245 84,245   0
REIMBURSED CHARITABLE EXPENSES 1,781 0   1,781


TY 2024 OtherIncomeSchedule2
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BAXTER STREET FUND II -104 -104 -104
EUSF, LLC 7,204 7,204 7,204
SAVILE ROW CONVERTIBLE BOND 46,469 46,469 46,469
SAVILE ROW DIVERSIFIER STRATEGIES 31,978 26,693 31,978
SAVILE ROW GLOBAL MACRO FUND C 45,128 44,374 45,128
SAVILE ROW TAX ADVANTAGED 6,438 7,294 6,438
RETURNED GRANTS 10,000   10,000


TY 2024 OtherIncreasesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Description Amount
INVESTMENT BASIS ADJUSTMENT 170,062


TY 2024 OtherProfessionalFeesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIDELITY FEES 53,686 53,686   0


TY 2024 TaxesSchedule
Name:
HOCHBERG FAMILY FOUNDATION
EIN:
36-3152002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX PAYMENT 1,000 0   0