LEFKOVITZ FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEFKOVITZ FOUNDATION (EIN 36-3734049)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-21
- IRS object ID
- 202433269349100413
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-21T11:34:43-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363734049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lefkovitz Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONNA NESHEK | InCareOfNm |
| Business Name Control | LEFK | BusinessNameControlTxt |
| Phone | 2627236006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 75 | AddressLine1Txt |
| City | Elkhorn | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA NESHEK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2627236006 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Hodges | PreparerPersonNm |
| PTIN | P00742715 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,403,197 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $90 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,129 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$5,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$6,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | -$2,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | -$4,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,004 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,558 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,775 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,775 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $44,772 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $44,772 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $48,166 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $481,237 | CorporateStockBOYAmt |
| Corporate Stock EOY | $473,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,343,256 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $610,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $529,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,403,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $610,567 | RetainedEarningBOYAmt |
| Retained Earning EOY | $529,647 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $610,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $529,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $610,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $529,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $610,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,920 | ExcessRevenueOverExpensesAmt |
| Subtotal | $529,647 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $529,647 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 113 SHS - BERKSHIRE HATHAWAY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $37,266 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,137 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,129 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,129 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,129 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $431 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $431 | SubtotalAmt |
| Tax Based On Investment Income | $431 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,069 | OverpaymentAmt |
| Applied To ES Tax | $1,069 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA NESHEK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627236006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W2912 WALCOWIS DRIVE | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Arlene Lefkovitz | |||||||||
| 420 Sheridan Road | 7C | WILMETTE | IL | 60091 | President | 0 | $0 | $0 | $0 |
| Gayle Dougherty | |||||||||
| 1114 S High Street | Denver | CO | 80210 | Director | 0 | $0 | $0 | $0 | |
| Nina Mann | |||||||||
| 550 WASHINGTON STREET | GLENCOE | IL | 60022 | DIRECTOR | 0 | $0 | $0 | $0 | |
| Shelley Loyd-Lawton | |||||||||
| 660 Linden Avenue | Boulder | CO | 80304 | Director | 0 | $0 | $0 | $0 | |
| Donna Neshek | |||||||||
| N 8001 PLEASANT LAKE ROAD | EAST TROY | WI | 53120 | Treasurer | 0 | $0 | $0 | $0 | |
| Veronica Lefkovitz | |||||||||
| 1141 Michigan Avenue | WILMETTE | IL | 60091 | Director | 0 | $0 | $0 | $0 | |
| Alex Loyd | |||||||||
| 4693 18th Street | Boulder | CO | 803044357 | secretary | 0 | $0 | $0 | $0 | |
| Samuel Neshek | |||||||||
| 211 N Dorchester Avenue | ROYAL OAK | MI | 48067 | director | 0 | $0 | $0 | $0 | |
| LINDSEY DOUGHERTY | |||||||||
| 481 S Williams | DENVER | CO | 80209 | DIRECTOR | 0 | $0 | $0 | $0 | |
| JOHN LEFKOVITZ | |||||||||
| 2052 N Halsted | Apt 2R | CHICAGO | IL | 60614 | DIRECTOR | 0 | $0 | $0 | $0 |
| CHARLES MANN | |||||||||
| 934 N Wood Street | Unit 3 | CHICAGO | IL | 60622 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,258,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,324,108 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,324,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,289,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $431 | TotalTaxAmt |
| Distributable Before Adj | $114,031 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,031 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,031 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $111,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,031 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,720 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,133 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,266 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,356 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $111,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,081 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,081 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,394 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $639 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,755 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,133 | ExcessFromYear3Amt |
| Excess From Year2 | $8,266 | ExcessFromYear2Amt |
| Excess From Year1 | $3,356 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ravinia Festival Association | |||||||
| 400 Iris Lane | Highland Park | IL | 60035 | none | PC | Education | $1,000 |
| Chicago Botanic Gardens | |||||||
| 1000 Lake Cook Road | Glencoe | IL | 600220400 | none | PC | Education | $1,000 |
| The Chicago Lighthouse | |||||||
| 1850 W Roosevelt Road | Chicago | IL | 60608 | none | PC | Health | $3,000 |
| The Field Museum | |||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | none | PC | Education | $1,000 |
| Jewish Federation of Palm Beach County | |||||||
| 4601 Community Drive | West Palm Beach | FL | 334172760 | none | PC | Education | $20,000 |
| Jewish United Fund Metropolitan Chicago | |||||||
| 30 S Wells Street | Chicago | IL | 60606 | none | PC | Education | $3,000 |
| John G Shedd Aquarium | |||||||
| PO Box N | Chicago | IL | 606909410 | none | PC | Education | $1,000 |
| Misericordia Women's Auxiliary | |||||||
| 6300 N Ridge Blvd | Chicago | IL | 60660 | none | PC | Health | $3,000 |
| Simon Wiesenthal Center | |||||||
| 1399 South Roxberry Drive | Los Angeles | CA | 90035 | none | PC | Education | $1,000 |
| Special Olympics Illinois | |||||||
| PO Box 129 | Normal | IL | 617610129 | none | PC | Special needs | $1,000 |
| American Heart Association | |||||||
| 208 S LaSalle St Ste 900 | Chicago | IL | 60604 | none | PC | Education | $1,000 |
| The Art Institute of Chicago | |||||||
| 111 S Michigan Ave | Chicago | IL | 60603 | none | PC | Education | $1,000 |
| VIP Services | |||||||
| 811 E Geneva St | Elkhorn | WI | 53121 | none | PC | Special needs | $3,000 |
| Cancer Wellness | |||||||
| 215 Revere Dr | Northbrook | IL | 60062 | none | PC | Health | $3,000 |
| Raymond Kravis Center | |||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | none | PC | Education | $1,000 |
| Make a Wish Foundation | |||||||
| 4742 N 24th Street Suite 400 | Phoenix | AZ | 85016 | none | PC | Special needs | $1,000 |
| Rush University Medical Center | |||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | NONE | PC | Education | $5,000 |
| Illinois Holocaust Museum | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | EDUCATION | $1,000 |
| Museum of Science and Industry | |||||||
| 5700 S Lake Shore Drive | Chicago | IL | 60637 | none | PC | Education | $1,000 |
| Anti Defamation League | |||||||
| 120 S LaSalle St 1150 | Chicago | IL | 60603 | none | PC | Education | $3,000 |
| St Jude's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | none | PC | Health | $3,000 |
| Lurie Children's Hospital of Chicago | |||||||
| 225 East Chicago Ave Box 4 | Chicago | IL | 60611 | none | PC | Health | $5,000 |
| Preeclampsia Foundation | |||||||
| 6767 N Wickman Road Suite 400 | Melbourne | FL | 32940 | NONE | PC | Health | $3,000 |
| The Family Institute | |||||||
| 8 S Michigan Avenue Suite 500 | Chicago | IL | 60603 | NONE | PC | Health | $1,000 |
| Intercambio Uniting Communities | |||||||
| 4735 Walnut Street Suite B | Boulder | CO | 80301 | NONE | PC | Education | $1,000 |
| Alliance for the Mentally Ill of Greater Chicago | |||||||
| 1536 West Chicago Avenue | Chicago | IL | 60622 | NONE | PC | Health | $1,000 |
| KESHET | |||||||
| 617 Landwehr Road | Northbrook | IL | 60062 | NONE | PC | Education | $3,000 |
| March of Dimes | |||||||
| PO Box 2547 | Decatur | IL | 62525 | NONE | PC | Health | $1,000 |
| Shirley Ryan Ability Lab | |||||||
| 35 East Erie Street | Chicago | IL | 60611 | NONE | PC | Health | $3,000 |
| Fragile X | |||||||
| 1861 International Drive Suite 200 | Mclean | VA | 22102 | NONE | PC | GENERAL | $3,000 |
| Safehouse Progressive Alliance of Nonviolence | |||||||
| 835 North Street | Boulder | CO | 80304 | NONE | PC | GENERAL | $5,000 |
| JAFCO | |||||||
| 4200 N University Drive | Sunrise | FL | 33351 | NONE | PC | GENERAL | $1,800 |
| Michael J Fox Foundation | |||||||
| PO Box 4777 | New York | NY | 10163 | NONE | PC | GENERAL | $3,000 |
| WTTW CHANNEL 11 | |||||||
| PO BOX 598777 | Chicago | IL | 60659 | NONE | PC | GENERAL | $1,000 |
| Planned Parenthood Federation of America | |||||||
| PO Box 96771 | Washington | DC | 20090 | NONE | PC | Health | $5,000 |
| Community Foundation of Boulder County | |||||||
| 1123 Spruce Street | Boulder | CO | 80302 | NONE | PC | GENERAL | $1,000 |
| World Central Kitchen Inc | |||||||
| 200 Mass Ave NW 7th Floor | Washington | DC | 20001 | NONE | PC | GENERAL | $5,000 |
| Huntington's Disease Society of America | |||||||
| 505 Eighth Ave Suite 902 | New York | NY | 10018 | NONE | PC | HEALTH | $2,000 |
| IRC of Denver | |||||||
| PO Box 6068 | Albert Lea | MN | 56007 | NONE | PC | GENERAL | $2,000 |
| Open Arms Free Clinic | |||||||
| PO Box 678 Elkhorn WI 53121 | Elkhorn | WI | 53121 | NONE | PC | HEALTH | $2,500 |
| AM Shalom | |||||||
| 840 Vernon Ave | Glencoe | IL | 60022 | NONE | PC | Education | $2,000 |
| Brent's Place | |||||||
| 11980 East 16th Avenue | Aurora | CO | 80010 | NONE | PC | Health | $3,000 |
| Denver Health Foundation | |||||||
| 601 Broadway MC 0111 | Denver | CO | 80203 | none | PC | Health | $1,000 |
| Har HaShem | |||||||
| 3950 Baseline Rd | Boulder | CO | 80303 | none | PC | charity | $1,000 |
| Avenues for Youth | |||||||
| 1708 Oak Park Ave N | Minneapolis | MN | 55411 | none | PC | charity | $1,000 |
| Wellington UCC | |||||||
| 2649 W 21st St | Chicago | IL | 60608 | none | charity | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,744 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $1,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK - AMERIPRISE | StockNm |
| EOY Book Value | $473,100 | EOYBookValueAmt |
| EOYFMV | $2,343,256 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $44,772 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $48,166 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $28 | $0 | $0 | $0 |
| GRANT REFUNDS | -$6,000 | -$6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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