BETA

JBS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JBS FOUNDATION (EIN 38-3713152)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202421349349103142
Schema version
2023v5.0
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)
Return2024-05-13T14:37:24-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362787513PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CTM CPAS & BUSINESS ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE OVERLOOK POINT SUITE 190AddressLine1Txt
CityLINCOLNSHIRECityNm
State AbbreviationILStateAbbreviationCd
ZIP60069ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383713152EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JBS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
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
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastLAVINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT P WEINGART CPAPreparerPersonNm
PTINP00047723PTIN
Phone8474441040PhoneNum
Preparation2024-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,278,015FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,492,791ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,694InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,694InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,186DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,186DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,253NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,561,024GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,253CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,554,924TotalRevAndExpnssAmt
Total Net Invst Incm$62,133TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,862LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,862LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,443TaxesRevAndExpnssAmt
Taxes Net Invst Incm$976TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$52,230OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,557OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$57,535TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,395TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$393,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$393,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$450,885TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,395TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$393,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,104,039ExcessRevenueOverExpensesAmt
Net Investment Income$50,738NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1CashBOYAmt
Cash EOY-$3CashEOYAmt
Cash EOYFMV-$3CashEOYFMVAmt
Sav And Temp Cash Invst BOY$73,479SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$112,391SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$112,391SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$8,732AcctRcvblAmt
Acct Rcvbl BOY$8,732AcctRcvblBOYAmt
Acct Rcvbl EOY$8,732AcctRcvblEOYAmt
Corporate Stock BOY$2,544,564CorporateStockBOYAmt
Corporate Stock EOY$3,613,561CorporateStockEOYAmt
Corporate Stock EOYFMV$4,013,414CorporateStockEOYFMVAmt
Other Investments BOY$156,081OtherInvestmentsBOYAmt
Other Investments EOY$152,213OtherInvestmentsEOYAmt
Other Investments EOYFMV$152,213OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,782,855TotalAssetsBOYAmt
Total Assets EOY$3,886,894TotalAssetsEOYAmt
Total Assets EOYFMV$4,278,015TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,782,855RetainedEarningBOYAmt
Retained Earning EOY$3,886,894RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,782,855TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,886,894TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,782,855TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,886,894TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,782,855TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,104,039ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,886,894SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,886,894TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO 7865 - SHORT TERMP2023-01-012023-12-31$1,347,128$1,424,912-$77,784-$77,784
WELLS FARGO 7865 - SHORT TERMP2023-01-012023-12-31$551,534$551,534$0$0
WELLS FARGO 7865 - LONG TERMP2022-01-012023-12-31$617,639$564,325$53,314$53,314
CAPITAL GAINS DIVIDENDSP$44,723$44,723$44,723
FieldValueIRS element (for citing)
Capital Gain Net Income$20,253CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$705InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$705SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$705TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$28EsPenaltyAmt
Tax Due$733TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)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 Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 AllwncExpenseAccountOtherAllwncAmt
RONALD LAVIN
22 ABERDEEN COURTBANNOCKBURNIL60015PRESIDENT1.00$0$0$0
LISA LAVIN
22 ABERDEEN COURTBANNOCKBURNIL60015TREASURER AND SECRETARY1.00$0$0$0
JAMIE LAVIN
22 ABERDEEN COURTBANNOCKBURNIL60015DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,271,384AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$92,934AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$162,879FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,527,197TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,527,197AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,908CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,474,289NetVlNoncharitableAssetsAmt
Minimum Investment Return$173,714MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$173,714MinimumInvestmentReturnAmt
Tax Based On Investment Income$705TaxBasedOnInvestmentIncomeAmt
Total Tax$705TotalTaxAmt
Distributable Before Adj$173,009DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$173,009DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$173,009DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$393,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$393,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$173,009DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$154,381ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$181,517ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$194,362ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$303,145ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$177,888ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,011,293TotalExcessDistributionCyovAmt
Qualifying Distributions$393,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$173,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$220,341RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,231,634TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$154,381ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,077,253ExcessDistriCyovToNextYrAmt
Excess From Year4$181,517ExcessFromYear4Amt
Excess From Year3$194,362ExcessFromYear3Amt
Excess From Year2$303,145ExcessFromYear2Amt
Excess From Year1$177,888ExcessFromYear1Amt
Excess From Current Year$220,341ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD LAVINContributingManagerNm
Contributing ManagerLISA LAVINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
A SAFE PLACE
220 E CHICAGO AVECHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$11,000
BERNIES BOOK BANK
917 N SHORE DRLAKE BLUFFIL60044NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
BULAMU HEALTHCARE
1933 WAVERLEY STPALO ALTOCA94301NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,600
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$508
CHILDRENZ CENTER
1185 SHERIDAN ROADGLENCOEIL60022NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,800
COLLEGE BOUND OPPORTUNITIES
2033 N MILWAUKEE AVE SUITE 246RIVERWOODSIL60601NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
DEERFIELD FOOD PANTRY
601 DEERFIELD ROADDEERFIELDIL60015NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$17,900
FAMILIES AGAINST NARCOTICS OF CHIPPEWA COUNTY
511 ASHMUN ST STE 200SAULT STE MARIEMI49783NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
FIGUEROA WU FAMILY FOUNDATION
2432 N MOZART STCHICAGOIL60647NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$90,000
FRIENDS OF IDF
29 E MADISONCHICAGOIL60602NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$47,000
JUF - JEWISH UNITED FUND
30 S WELLS STREETCHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$36,000
KOHL CHILDREN'S MUSEUM OF GREATER CHICAGO
2100 PATRIOT BOULEVARDGLENVIEWIL60026NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
MATTHIAS ACADEMY
12603 224TH AVEBENET LAKEWI53102NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
NORTH SUBURBAN LEGAL AID CLINIC
491 LAUREL AVEHIGHLAND PARKIL60035NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$10,000
NORTHWESTERN UNIVERSITY
633 CLARK ST EVANSTONEVANSTONIL60208NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
PLANNED PARENTHOOD
434 WEST 33RD STREETNEW YORKNY10001NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$15,250
SANDY HOOK PROMISE FUND
PO BOX 3489NEWTOWNCT06470NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
SCHOLARSHIP AMERICA
7900 INTERNATIONAL DRIVE SUITE 500MINNEAPOLISMN55425NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,800
SHALVA
NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$25,0006 IBN DANAN STREETJERUSALEMIS9134302
TEMPLE BETH EL
3610 W DUNDEE RDNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$20,500
THE ARK
3100 DUNDEE ROAD SUITE 802NORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$15,000
YOUNG MEN'S EDUCATIONAL NETWORK
1241 S PULASKI RDCHICAGOIL60623NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
RAVINIA
418 SHERIDAN ROADHIGHLAND PARKIL60035NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
COUNCIL FOR JEWISH ELDERLY SENIOR LIFE
3003 W TOUHY AVECHICAGOIL60645NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF ROADTRUMBULLCT06611NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,200
VIBRANT EMOTIONAL HEALTH
80 PINE STREET 18TH AND 19TH FLOORNEW YORKNY10005NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,100
BY THE HAND CLUB FOR KIDS
PO BOX 10043CHICAGOIL60610NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO
225 E CHICAGO AVECHICAGOIL60611NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$615
30 BIRDS FOUNDATION
1290 AVENUE OF THE AMERICASNEW YORKNY101040101NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,200
CONWAY PUBLIC SCHOOLS FOUNDATION
PO BOX 62CONWAYAR72033NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,500
IT TAKES A VILLAGE FOUNDATION
102 STARLIGHT DRBONAIREGA31005NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,000
FALCONS HOCKEY ASSOCIATION
436 EISENHOWER LANE NORTHLOMBARDIL60148NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$7,000
GOFUNDMEORG
8605 SANTA MONICA BLVD 88639WEST HOLLYWOODCA90069NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,900
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$17,000
SAN DIEGO FOUNDATION
2508 HISTORIC DECATUR RD STE 200SAN DIEGOCA92106NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$360
KIPP CHICAGO PUBLIC SCHOOLS
2007 S HALSTED STCHICAGOIL60608NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$10,528
ARIZONA CANCER FOUNDATION FOR CHILDREN
7010 EAST COCHISE ROADSCOTTSDALEAZ85253NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
FRIENDS OF MIP
25302 RANCHO NIGUEL ROADLAGUNA NIGUELCA92677NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
FRIENDS OF UNITED HATZALAH
442 5TH AVE SUITE 1866NEW YORKNY10018NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
INVEST FOR KIDS
875 N MICHIGAN AVE SUITE 3400CHICAGOIL60611NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,030
ZAKA INC
2920 AVENUE RBROOKLYNNY11229NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
MOVE FOR HUNGER
7 THIRD AVENUENEPTUNENJ07753NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$263
JCC CHICAGO
300 REVERE DRNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
EXPERIENCE CAMPS
136 MAIN ST SUITE 206WESTPORTCT068803304NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,046
MERONA LEADERSHIP FOUNDATION
15910 VENTURA BLVD SUITE 700ENCINOCA91436NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$750
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 WEST 36TH STREET SUITE 1100NEW YORKNY100189784NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$8,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$393,350TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,694RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35,186RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,253RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$62,133RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,133TotalIncomeProducingActyAmt

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 EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRONALD AND LISA LAVINContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line122 ABERDEEN COURTAddressLine1Txt
CityBANNOCKBURNCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,492,791TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyDONATION OF STOCK SECURITIES. TRANSFER FROM PERSONAL INVESTMENT ACCOUNT.NoncashPropertyDesc
Fair Market Value$1,492,791FairMarketValueAmt
Received2023-12-11ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$3,613,561EOYBookValueAmt
EOYFMV$4,013,414EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$152,213BookValueAmt
EOYFMV$152,213EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL FEES$562$562$0
ACCOUNTING$3,300$3,300$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK AND FILING FEES$121$121$0
INVESTMENT ADVISORY FEES$6,436$6,436$0
INSURANCE EXPENSE$42,750$0$0
MISCELLANEOUS EXPENSES$2,923$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX$467$0$0
FOREIGN TAX$976$976$0

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