JBS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JBS FOUNDATION (EIN 38-3713152)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202341289349103384
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T15:14:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362787513 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTM CPAS & BUSINESS ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE OVERLOOK POINT SUITE 190 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383713152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JBS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JBSF | BusinessNameControlTxt |
| Phone | 8473170677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 ABERDEEN COURT | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD LAVIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8473170677 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | LAVIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT P WEINGART CPA | PreparerPersonNm |
| PTIN | P00047723 | PTIN |
| Phone | 8474441040 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,767,644 | 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 | $6,289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,289 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$244,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,102,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$202,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,808 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $178 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $178 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $168 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,875 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,991 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,991 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $340,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$603,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $85,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,479 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,732 | AcctRcvblAmt |
| Acct Rcvbl EOY | $8,732 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,732 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,141,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,544,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,529,353 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $159,275 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $156,081 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $156,081 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,386,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,782,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,767,644 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,386,514 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,782,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,386,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,782,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,386,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,782,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,386,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$603,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,782,855 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,782,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO 7865 - SHORT TERM | P | 2022-01-01 | 2022-12-31 | $1,824,041 | $2,098,781 | -$274,740 | -$274,740 |
| WELLS FARGO 7865 - SHORT TERM | P | 2021-12-31 | 2022-12-31 | $560,642 | $560,615 | $27 | $27 |
| WELLS FARGO 7865 - LONG TERM | P | 2021-12-31 | 2022-12-31 | $1,650,508 | $1,687,175 | -$36,667 | -$36,667 |
| CAPITAL GAINS DIVIDENDS | P | $67,190 | $67,190 | $67,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$244,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $467 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD AND LISA LAVIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8473170677 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 ABERDEEN COURT | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD LAVIN | ||||||||
| 22 ABERDEEN COURT | BANNOCKBURN | IL | 60015 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LISA LAVIN | ||||||||
| 22 ABERDEEN COURT | BANNOCKBURN | IL | 60015 | TREASURER AND SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMIE LAVIN | ||||||||
| 22 ABERDEEN COURT | BANNOCKBURN | IL | 60015 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,079,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $162,044 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,321,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,321,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,271,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $467 | TotalTaxAmt |
| Distributable Before Adj | $163,103 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,103 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,103 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $340,991 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $340,991 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $105,608 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $154,381 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $181,517 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,362 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $303,145 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $939,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $340,991 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,888 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,116,901 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $105,608 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,011,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $154,381 | ExcessFromYear4Amt |
| Excess From Year3 | $181,517 | ExcessFromYear3Amt |
| Excess From Year2 | $194,362 | ExcessFromYear2Amt |
| Excess From Year1 | $303,145 | ExcessFromYear1Amt |
| Excess From Current Year | $177,888 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD LAVIN | ContributingManagerNm |
| Contributing Manager | LISA LAVIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A SAFE PLACE | |||||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $16,600 | ||||
| BERNIES BOOK BANK | |||||||||||
| 917 N SHORE DR | LAKE BLUFF | IL | 60044 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||
| CANAL SHORES GOLF COURSE | |||||||||||
| 1030 CENTRAL STREET | EVANSTON | IL | 60201 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $300 | ||||
| COLLEGE BOUND OPPORTUNITIES | |||||||||||
| 2033 N MILWAUKEE AVE SUITE 246 | RIVERWOODS | IL | 60601 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||
| CONWAY FARMS FDN | |||||||||||
| 425 S CONWAY FARM DR | LAKE FOREST | IL | 60045 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||
| DEERFIELD FOOD PANTRY | |||||||||||
| 601 DEERFIELD ROAD | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $17,000 | ||||
| FAMILIES AGAINST NARCOTICS OF CHIPPEWA COUNTY | |||||||||||
| 511 ASHMUN ST STE 200 | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||
| FIGUEROA WU FAMILY FOUNDATION | |||||||||||
| 2432 N MOZART ST | CHICAGO | IL | 60647 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $31,000 | ||||
| FRIENDS OF IDF | |||||||||||
| 29 E MADISON | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $20,000 | ||||
| HELPING HANDS NETWORK INC | |||||||||||
| 1106 ADIRONDACK DR | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||
| JCC CHICAGO | |||||||||||
| 300 REVERE DR | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,720 | ||||
| JUF - JEWISH UNITED FUND | |||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $61 | ||||
| MIRACLES IN PROGRESS | |||||||||||
| 2901 DOWNING AVE | WESTCHESTER | IL | 60154 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||
| NORTH SUBURBAN LEGAL AID CLINIC | |||||||||||
| 491 LAUREL AVE | HIGHLAND PARK | IL | 60035 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $10,000 | ||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 633 CLARK ST EVANSTON | EVANSTON | IL | 60208 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | ||||
| NORTHWESTERN UNIVERSITY - ATHLETIC DEPARTMENT | |||||||||||
| 1800 SHERIDAN RD | EVANSTON | IL | 60208 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $10,000 | ||||
| PLANNED PARENTHOOD | |||||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $11,000 | ||||
| POLARIS PROJECT | |||||||||||
| PO BOX 65323 | WASHINGTON | DC | 20035 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 | ||||
| SANDY HOOK PROMISE FUND | |||||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||
| SCHOLARSHIP AMERICA | |||||||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,800 | ||||
| SHALVA | |||||||||||
| NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $50,000 | 6 IBN DANAN STREET | JERUSALEM | IS | 9134302 | ||||
| STAND WITH US FOUNDATION | |||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | ||||
| TEMPLE BETH EL | |||||||||||
| 3610 W DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $37,440 | ||||
| THE ARK | |||||||||||
| 3100 DUNDEE ROAD SUITE 802 | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $47,000 | ||||
| YOUNG MEN'S EDUCATIONAL NETWORK | |||||||||||
| 1241 S PULASKI RD | CHICAGO | IL | 60623 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $6,000 | ||||
| ALZHEIMER'S ASSOCIATION | |||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 606017633 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $200 | ||||
| ARH FOUNDATION | |||||||||||
| PO BOX 8086 | LEXINGTON | KY | 40533 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||
| BRADY UNITED | |||||||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 | ||||
| BULAMU HEALTHCARE | |||||||||||
| 1933 WAVERLEY ST | PALO ALTO | CA | 94301 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,600 | ||||
| CHELSEA'S FUND | |||||||||||
| PO BOX 1472 | LANDER | WY | 82520 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $10,000 | ||||
| HIAS | |||||||||||
| PO BOX 97077 | WASHINGTON | DC | 200907077 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $14,000 | ||||
| SOO EAGLE BOOSTER CLUB | |||||||||||
| PO BOX 1432 | SAULT SAINTE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | ||||
| DONORSCHOOSE | |||||||||||
| 134 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $200 | ||||
| MATTHIAS ACADEMY | |||||||||||
| 12603 224TH AVE | BENET LAKE | WI | 53102 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 | ||||
| PUBLIC INTEREST LAW INITIATIVE | |||||||||||
| 105 WEST MADISON STREET SUITE 610 | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,030 | ||||
| SANTA MONICA PICKLEBALL CLUB | |||||||||||
| 2231 20TH ST APT 4 | SANTA MONICA | CA | 90405 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $375 | ||||
| CHICAGO BOTANIC GARDEN | |||||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $300 | ||||
| KOHL CHILDREN'S MUSEUM OF GREATER CHICAGO | |||||||||||
| 2100 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||
| FIRST TEE - GREATER CHICAGO | |||||||||||
| 3701 N RECREATION DRIVE SUITE 2 | CHICAGO | IL | 60613 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | ||||
| CHILDRENZ CENTER | |||||||||||
| 1185 SHERIDAN ROAD | GLENCOE | IL | 60022 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||
| FRIENDSHIP HOUSE | |||||||||||
| PO BOX 1517 | WILMINGTON | DE | 19899 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | ||||
| PJ LIBRARY | |||||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $360 | ||||
| BDC SPORTS NFP | |||||||||||
| 3300 W MAYPOLE SUITE 415 | CHICAGO | IL | 606240000 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,500 | ||||
| GOFUNDMEORG | |||||||||||
| 8605 SANTA MONICA BLVD 88639 | WEST HOLLYWOOD | CA | 90069 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $505 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,991 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,289 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,519 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$244,190 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$202,382 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$202,382 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE 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. |
| 4 | THE 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. |
| 8 | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $2,544,564 | EOYBookValueAmt |
| EOYFMV | $2,529,353 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $156,081 | BookValueAmt |
| EOYFMV | $156,081 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $178 | LegalFeesAmt |
| Net Investment Income | $178 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND FILING FEES | $76 | $76 | $0 |
| INVESTMENT ADVISORY FEES | $7,799 | $7,799 | $0 |
| INSURANCE EXPENSE | $42,749 | $0 | $0 |
| NONDEDUCTIBLE CONTRIBUTION | $270 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $816 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX | $8,230 | $0 | $0 |
| FOREIGN TAX | $168 | $168 | $0 |
Comments