BETA

JBS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JBS FOUNDATION (EIN 38-3713152)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-22
IRS object ID
202632039349100763
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-22T14:36:02-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUM SMITH BROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 OVERLOOK POINTAddressLine1Txt
CityLINCOLNSHIRECityNm
State AbbreviationILStateAbbreviationCd
ZIP60069ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383713152EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JBS FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RONALD AND LISA LAVINInCareOfNm
Business Name ControlJBSFBusinessNameControlTxt
Phone8473170677PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 Aberdeen CourtAddressLine1Txt
CityBannockburnCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRonald LavinPersonNm
Person TitlePresidentPersonTitleTxt
Phone8473170677PhoneNum
Signature2026-06-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT P WEINGARTPreparerPersonNm
PTINP00047723PTIN
Phone8474441040PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,699,692FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,212InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,212InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$130,166DividendsRevAndExpnssAmt
Dividends Net Invst Incm$130,166DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$244,233NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,361,184GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$244,233CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$381,611TotalRevAndExpnssAmt
Total Net Invst Incm$381,611TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,700AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,592OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,592OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$7,201TaxesRevAndExpnssAmt
Taxes Net Invst Incm$822TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$57,644OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,883OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$71,137TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,997TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$429,992ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$429,992ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$501,129TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,997TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$429,992TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$119,518ExcessRevenueOverExpensesAmt
Net Investment Income$359,614NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$72,349SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$109,478SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$109,478SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$45,651AcctRcvblAmt
Acct Rcvbl BOY$28,322AcctRcvblBOYAmt
Acct Rcvbl EOY$45,651AcctRcvblEOYAmt
Prepaid Expenses EOY$6,400PrepaidExpensesEOYAmt
Corporate Stock BOY$3,229,965CorporateStockBOYAmt
Corporate Stock EOY$2,555,630CorporateStockEOYAmt
Corporate Stock EOYFMV$3,557,766CorporateStockEOYFMVAmt
Other Investments BOY$538,489OtherInvestmentsBOYAmt
Other Investments EOY$1,032,448OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,032,448OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,869,125TotalAssetsBOYAmt
Total Assets EOY$3,749,607TotalAssetsEOYAmt
Total Assets EOYFMV$4,699,692TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,869,125RetainedEarningBOYAmt
Retained Earning EOY$3,749,607RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,869,125TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,749,607TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,869,125TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,749,607TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,869,125TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$119,518ExcessRevenueOverExpensesAmt
Subtotal$3,749,607SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,749,607TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WELLS FARGO - ST COVERED #78652025-01-012025-12-31$830,125$868,975-$38,850-$38,850
WELLS FARGO - ST NONCOVERED #78652025-01-012025-12-31$23,884$23,884
WELLS FARGO - LT COVERED #78652024-01-012025-12-31$1,483,441$1,221,097$262,344$262,344
WELLS FARGO - LT COVERED #82562024-01-012025-12-31$6,925$2,995$3,930$3,930
CAPITAL GAIN DIVIDENDS$16,809P
CAPITAL GAIN DIVIDENDS$16,809P
CAPITAL GAIN DIVIDENDS$16,809P
CAPITAL GAIN DIVIDENDS$16,809P
FieldValueIRS element (for citing)
Capital Gain Net Income$244,233CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,999InvestmentIncomeExciseTaxAmt
Subtotal$4,999SubtotalAmt
Tax Based On Investment Income$4,999TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$6,400TotalPaymentsAndCreditsAmt
Es Penalty$54EsPenaltyAmt
Overpayment$1,347OverpaymentAmt
Applied To ES Tax$1,347AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RONALD AND LISA LAVINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8473170677PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line122 ABERDEEN COURTAddressLine1Txt
CityBannockburnCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
Ronald Lavin
22 Aberdeen CourtBannockburnIL60015President1.0$0$0$0
Lisa Lavin
22 Aberdeen CourtBannockburnIL60015Treasurer and Secretary1.0$0$0$0
Jamie Elias
2335 N Lincoln AvenueChicagoIL60614Director1.0$0$0$0Apt 513
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,801,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,913AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$822,455FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,715,001TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,715,001AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,725CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,644,276NetVlNoncharitableAssetsAmt
Minimum Investment Return$232,214MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$232,214MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,999TaxBasedOnInvestmentIncomeAmt
Total Tax$4,999TotalTaxAmt
Distributable Before Adj$227,215DistributableBeforeAdjAmt
Distributable Before Ded$227,215DistributableBeforeDedAmt
Distributable As Adjusted$227,215DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$429,992ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$429,992QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$227,215DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr5$194,362ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$303,145ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$177,888ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$220,341ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$196,894ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,092,630TotalExcessDistributionCyovAmt
Qualifying Distributions$429,992QualifyingDistributionsAmt
Applied To Current Year$227,215AppliedToCurrentYearAmt
Remaining Distri From Corpus$202,777RemainingDistriFromCorpusAmt
Total Corpus$1,295,407TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$194,362ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,101,045ExcessDistriCyovToNextYrAmt
Excess From Year4$303,145ExcessFromYear4Amt
Excess From Year3$177,888ExcessFromYear3Amt
Excess From Year2$220,341ExcessFromYear2Amt
Excess From Year1$196,894ExcessFromYear1Amt
Excess From Current Year$202,777ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
112 Education Foundation
445 Sheridan RoadHighwoodIL60040NONEPCTo further the goals of the charitable organization$52
5K Fun Run
300 Mill Street Suite 200MoorestownNJ08057NONEPCTo further the goals of the charitable organization$520
99 Pledge - Megan Bern
555 Bryant Street Suite 400Palo AltoCA94301NONEPCTo further the goals of the charitable organization$525
A Safe Place
2710 17th Street Suite 100ZionIL60099NONEPCTo further the goals of the charitable organization$22,050
Athletes for Israel
152 W 57th St STE 3703New YorkNY101193310NONEPCTo further the goals of the charitable organization$3,600
Bernies Book Bank
917 N Shore DrLake BluffIL60044NONEPCTo further the goals of the charitable organization$2,000
Birch Aquarium at Scripps
2300 Expedition WayLa JollaCA92037NONEPCTo further the goals of the charitable organization$119
College Bound Opportunities
PO Box 392Highland ParkIL60035NonePCTo further the goals of the charitable organization$3,000
Center for Immigrant Progress
2424 Washington St Suite 210WaukeganIL60085NONEPCTo further the goals of the charitable organization Waukegan, Illinois$3,500
Camp Ramah
3080 Broadway Apt B208New YorkNY10027NONEPCTo further the goals of the charitable organization$7,000
Chicago Botanic Garden
1000 Lake Cook RoadGlencoeIL60022NONEPCTo further the goals of the charitable organization$800
Conway Foundation
PO Box 1489QuogueNY11959NONEPCTo further the goals of the charitable organization$1,200
Council for Jewish Elderly
3003 W Touhy AveChicagoIL60645NONEPCTo further the goals of the charitable organization$6,000
Deerfield Food Pantry
601 Deerfield RoadDeerfieldIL60015NONEPCTo further the goals of the charitable organization$18,000
Falcons Hockey Association
PO Box 391Highland ParkIL60035NONEPCTo further the goals of the charitable organization$7,000
Families Against Narcotics
43800 Garfield Road Suite 200Clinton TownshipMI48038NONEPCTo further the goals of the charitable organization$2,000
Figueroa Wu Family Foundation
2124 S Ashland AveChicagoID60608NONEPCTo further the goals of the charitable organization$20,000
First Tee Greater Chicago
3701 N Recreation Dr Suite 2ChicagoIL60613NONEPCTo further the goals of the charitable organization$2,500
Friends of JCC
74 Lafayette Ave Suite 101SuffernNY10901NONEPCTo further the goals of the charitable organization$360
Friends of the IDF
29 E Madison StChicagoIL60602NONEPCTo further the goals of the charitable organization$6,800
Green City Market
4044 N Lincoln Ave Suite 373ChicagoIL60618NONEPCTo further the goals of the charitable organization$914
HIAS
PO Box 97077WashingtonDC20090NONEPCTo further the goals of the charitable organization$8,000
HP Community Foundation
PO Box 398Highland ParkIL60035NONEPCTo further the goals of the charitable organization$2,000
Hiawatha Skating Club
PO Box 1232Sault Sainte MarieMI49783NONEPCTo further the goals of the charitable organization$1,600
IC Catholic Prep
217 Cottage Hill AvenueElmhurstIL60126NONEPCTo further the goals of the charitable organization$3,000
IDF Impact Program
29 E Madison St 1010ChicagoIL60602NONEPCTo further the goals of the charitable organization$25,000
IL Policy
300 S Riverside Plaza Suite 1650ChicagoIL60606NONEPCTo further the goals of the charitable organization$1,000
IL Railway Museum
PO Box 427UnionIL60180NONEPCTo further the goals of the charitable organization$1,000
JCC Chicago
300 Revere DrNorthbrookIL60062NONEPCTo further the goals of the charitable organization$2,000
JNF
42 E 69th StNew YorkNY10021NONEPCTo further the goals of the charitable organization$12,000
JUF
30 S Wells StreetChicagoIL60606NONEPCTo further the goals of the charitable organization$2,300
Jewish Family Services
3201 South Tamarac DrDenverCA80231NONEPCTo further the goals of the charitable organization$6,600
Jewish Federation of LA
6505 Wilshire BlvdLos AngelesCA90048NONEPCTo further the goals of the charitable organization$20,000
LCCAC
123 N OPlaine RoadGurneeIL60031NONEPCTo further the goals of the charitable organization$9,000
MIPS
2901 Downing AvenueWestchesterIL60154NONEPCTo further the goals of the charitable organization$6,300
Mano a Mano
925 Pierce Butler RouteSt PaulMN55104NONEPCTo further the goals of the charitable organization$7,000
Morraine Township Food Pantry
800 Central AveHighland ParkIL60035NONEPCTo further the goals of the charitable organization$9,000
North Suburban Legal Aid
3500 Western Ave Suite 2Highland ParkIL60035NONEPCTo further the goals of the charitable organization$10,000
Northwestern University
1201 Davis StreetEvanstonIL60208NONEPCTo further the goals of the charitable organization$2,000
Planned Parenthood
PO Box 97166WashingtonDC20090NONEPCTo further the goals of the charitable organization$25,000
RSU
1701 W Will Rogers BlvdClaremoreOK74017NONEPCTo further the goals of the charitable organization$520
Reading Power
900 North Shore Drive Suite 178Lake BluffIL60044NONEPCTo further the goals of the charitable organization$3,000
Rising Heroes
141 Washington Ave Suite 201LawrenceNY11559NONEPCTo further the goals of the charitable organization$5,000
Ronald McDonald House Chicago
110 N Carpenter StChicagoIL60607NONEPCTo further the goals of the charitable organization$266
Rush Movement Disorder
1725 W Harrison St Suite 755ChicagoIL60612NONEPCTo further the goals of the charitable organization$300
SCN
540 N Dearborn StChicagoIL60610NONEPCTo further the goals of the charitable organization$5,000
SHALVA
441 Lexington Avenue Suite 602New YorkNY10017NonePCTo further the goals of the charitable organization$35,000
Sandy Hook Promise
PO Box 3489NewtownCT06470NonePCTo further the goals of the charitable organization$3,000
Sault Area Schools
876 Marquette AveSault Ste MarieMI49783NonePCTo further the goals of the charitable organization$10,000
Soo Eagle Booster Club
PO Box 1432Sault Sainte MarieMI49783NonePCTo further the goals of the charitable organization$2,500
Stand With Us
1801 W Olympic BlvdPasadenaCA91199NonePCTo further the goals of the charitable organization$5,000
TBE Mens Club
250 W Greggs PkwyVernon HillsIL60061NonePCTo further the goals of the charitable organization$6,000
Temple Beth El
3610 Dundee RoadNorthbrookIL60062NonePCTo further the goals of the charitable organization$20,000
The Ark
6450 N California AveChicagoIL60645NonePCTo further the goals of the charitable organization$30,000
San Diego Food Bank
9850 Distribution AveSan DiegoCA92121NonePCTo further the goals of the charitable organization$5,000
Torrey Pines Club
PO Box 3003Del MarCA92014NonePCTo further the goals of the charitable organization$166
Trust Bridge Care Center
5300 East AvenueWest Palm BeachFL33407NonePCTo further the goals of the charitable organization$500
The V Foundation
14600 Weston ParkwayCaryNC27513NONEPCTo further the goals of the charitable organization$3,000
Wellspring Health Access
918 E 2nd StCasperWY82601NONEPCTo further the goals of the charitable organization$15,000
Worldwide Friends Foundation
1178 Broadway 3rd Floor suite 404New YorkNY10001NONEPCTo further the goals of the charitable organization$5,000
Young Mens Educational Network
1241 S Pulaski RoadChicagoIL60623NONEPCTo further the goals of the charitable organization$1,000
Zaka
2920 Avenue R Suite 208BrooklynNE11229NONEPCTo further the goals of the charitable organization$10,000
Zaka Tel Aviv
39 Bryant DriveJackson TownshipNJ08527NONEPCTo further the goals of the charitable organization$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$429,992TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,212RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$130,166RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$244,233RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$381,611RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$381,611TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3The foundation invests its assets in various securities and money market funds in order to generate revenue from which further grants and contributions can be made.
4The foundation invests its assets in various securities and money market funds in order to generate revenue from which further grants and contributions can be made.
8The foundation invests its assets in various securities and money market funds in order to generate revenue from which further grants and contributions can be made.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,700Amt
Net Investment Income$3,700NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$2,555,630EOYBookValueAmt
EOYFMV$3,557,766EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,032,448BookValueAmt
EOYFMV$1,032,448EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT ADVISORY FEES$10,058$10,058
INSURANCE EXPENSE$42,750
MISCELLANEOUS EXPENSES$11
MANAGEMENT FEES$4,561$4,561
OTHER DEDUCTIONS$149$149
FILING FEES$115$115

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEES - K1CategoryTxt
Amt$2,592Amt
Net Investment Income$2,592NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAX$6,379
FOREIGN TAX$822$822

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