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← EMANUEL FRIEND TRUST 01-11565 AND 01-11566

Form 990 for tax year 2023

Filed by EMANUEL FRIEND TRUST 01-11565 AND 01-11566.

Totals

Total revenue
$1,286,319
Total expenses
$869,017
Contributions and grants received
$0
Grants paid
$687,438
Program service revenue
$0
Investment income
$1,234,344
Other revenue
$51,975
Total assets, end of year
$17,505,178
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$17,505,178
Program services expenses (Part IX)
$687,438
Management and general expenses
$181,579
Fundraising expenses
$0
Program service expenses (Part III)
$687,438

Program services were 79.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $580,923 · excluded $580,923

  • 7a · Gross sales of assets other than inventory

    securities $4,849,970

  • 7b · Less cost or other basis and sales expenses

    securities $4,196,549

  • 7c · Gain or loss

    securities $653,421

  • 7d · Net gain or loss

    total $653,421 · excluded $653,421

  • 11a · Other revenue: PARTNERSHIP INCOME

    total $51,975 · unrelated business $5,109 · excluded $46,866

  • 11e · Other revenue, total

    $51,975

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $687,438 · program services $687,438

  • 5 · Compensation of officers, directors and key employees

    total $101,194 · management and general $101,194

  • 11c · Fees: accounting

    total $2,500 · management and general $2,500

  • 11f · Fees: investment management

    total $37,806 · management and general $37,806

  • 11g · Fees: other

    total $50 · management and general $50

  • 24a · Other expenses: FOREIGN TAX ON INVESTMENT

    total $11,001 · management and general $11,001

  • 24b · Other expenses: IL ATTORNEY GENERAL

    total $15 · management and general $15

  • 24c · Other expenses: PY 990T TAX PAYMENT

    total $14,013 · management and general $14,013

  • 24d · Other expenses: 990T ESTIMATED TAX PAYMENTS

    total $15,000 · management and general $15,000

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $414,630 · end of year $628,972

  • 11 · Investments: publicly traded securities

    beginning of year $16,373,322 · end of year $16,579,087

  • 12 · Investments: other securities

    beginning of year $294,831 · end of year $297,119

  • 29 · Capital stock, trust principal or current funds

    beginning of year $17,082,783 · end of year $17,505,178

Mission and programs · 2023

Mission

TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I

  • GRANT PAID TO SUPPORTED ORGANIZATION - JEWISH FEDERATION OF METROPOLITAN CHICAGO

    Expenses $395,000 · Grants $395,000

  • GRANT PAID TO SUPPORTED ORGANIZATION - UNIVERSITY OF CHICAGO HOSPITALS

    Expenses $292,438 · Grants $292,438

As filed on the 2023 return.

Listed in Part VII

  • NORTHERN TRUST COMPANY

    TRUSTEE

    Total calculated
    $101,194
    From this org
    $101,194
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
30 July 2025
IRS schema version
2023v6.0
Source object
202512119349301786

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