BETA

JBS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JBS FOUNDATION (EIN 38-3713152)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-04
IRS object ID
202220949349100102
Schema version
2021v4.2
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)
Return2022-04-04T07:58:52-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-03-30SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT P WEINGART CPAPreparerPersonNm
PTINP00047723PTIN
Phone8474441040PhoneNum
Preparation2022-03-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,874,805FMVAssetsEOYAmt
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$5,783InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,783InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$49,235DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,235DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$881,437NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,721,699GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$881,437CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$936,455TotalRevAndExpnssAmt
Total Net Invst Incm$936,455TotalNetInvstIncmAmt
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$651LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$651LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,103TaxesRevAndExpnssAmt
Taxes Net Invst Incm$103TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$54,198OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,308OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$64,952TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,062TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$483,070ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$483,070ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$548,022TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,062TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$483,070TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$388,433ExcessRevenueOverExpensesAmt
Net Investment Income$921,393NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$84,631SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$85,444SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$85,444SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$9,356AcctRcvblBOYAmt
Corporate Stock BOY$2,741,191CorporateStockBOYAmt
Corporate Stock EOY$3,141,795CorporateStockEOYAmt
Corporate Stock EOYFMV$3,630,086CorporateStockEOYFMVAmt
Other Investments BOY$162,903OtherInvestmentsBOYAmt
Other Investments EOY$159,275OtherInvestmentsEOYAmt
Other Investments EOYFMV$159,275OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,998,081TotalAssetsBOYAmt
Total Assets EOY$3,386,514TotalAssetsEOYAmt
Total Assets EOYFMV$3,874,805TotalAssetsEOYFMVAmt
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$2,998,081RetainedEarningBOYAmt
Retained Earning EOY$3,386,514RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,998,081TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,386,514TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,998,081TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,386,514TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,998,081TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$388,433ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,386,514SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,386,514TotNetAstOrFundBalancesEOYAmt

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 TERMP2021-01-012021-12-31$2,624,948$2,491,154$133,794$133,794
WELLS FARGO 7865 - LONG TERMP2020-12-312021-12-31$2,006,215$1,343,119$663,096$663,096
WELLS FARGO 8256 - SHORT TERMP2020-12-312021-12-31$10,861$5,989$4,872$4,872
CAPITAL GAINS DIVIDENDSP$79,675$79,675$79,675
FieldValueIRS element (for citing)
Capital Gain Net Income$881,437CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,807InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,807SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,807TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,577EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,577TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$8,230TaxDueAmt

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$3,667,214AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,037AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$161,089FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,913,340TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,913,340AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,700CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,854,640NetVlNoncharitableAssetsAmt
Minimum Investment Return$192,732MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$192,732MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,807TaxBasedOnInvestmentIncomeAmt
Total Tax$12,807TotalTaxAmt
Distributable Before Adj$179,925DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$179,925DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$179,925DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$483,070ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$483,070QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$179,925DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$86,875ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$105,608ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$154,381ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$181,517ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$194,362ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$722,743TotalExcessDistributionCyovAmt
Qualifying Distributions$483,070QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$179,925AppliedToCurrentYearAmt
Remaining Distri From Corpus$303,145RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,025,888TotalCorpusAmt
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$86,875ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$939,013ExcessDistriCyovToNextYrAmt
Excess From Year4$105,608ExcessFromYear4Amt
Excess From Year3$154,381ExcessFromYear3Amt
Excess From Year2$181,517ExcessFromYear2Amt
Excess From Year1$194,362ExcessFromYear1Amt
Excess From Current Year$303,145ExcessFromCurrentYearAmt

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 (51 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$19,000
A SILVER LINING FOUNDATION
134 NORTH LASALLE SUITE 2050CHICAGOIL60602NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
BERNIES BOOK BANK
917 N SHORE DRLAKE BLUFFIL60044NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
BLESSINGS IN A BACKPACK
303 EAST WACKER DRIVE SUITE 2030CHICAGOIL60601NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,600
CANAL SHORES GOLF COURSE
1030 CENTRAL STREETEVANSTONIL60201NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
CHICAGO PUBLIC SCHOOLS
42 W MADISON ST FL 9CHICAGOIL60602NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$36,570
CHICAGO TRIBUNE CHARITIES
435 MICHIGAN AVENUECHICAGOIL60611NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$7,000
CHICAGO YACHAD
3200 W TOUHY AVE FLOOR 2SKOKIEIL60076NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
COLLEGE BOUND OPPORTUNITIES
2033 N MILWAUKEE AVE SUITE 246RIVERWOODSIL60601NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
CONWAY FARMS FDN
425 S CONWAY FARM DRLAKE FORESTIL60045NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
DANIEL MURPHY SCHOLARSHIP FUND
309 WEST WASHINGTON SUITE 700CHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
DEERFIELD FOOD PANTRY
601 DEERFIELD ROADDEERFIELDIL60015NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$19,000
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$28,500
FRIENDS OF IDF
29 E MADISONCHICAGOIL60602NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$20,000
HELPING HANDS NETWORK INC
1106 ADIRONDACK DRNORTHBROOKIL60062NONE501(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$10,000
JCC CHICAGO
300 REVERE DRNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
JEWISH CHILD & FAMILY SERVICES CHICAGO
216 W JACKSON BLVD SUITE 700CHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,600
JUF - JEWISH UNITED FUND
30 S WELLS STREETCHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$36,000
KESHET COE ENDOWMENT FUND
617 LANDWEHR RDNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
LYNN SAGE BREAST CANCER FOUNDATION
910 WEST LAWRENCE SUITE 100CHICAGOIL60640NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$600
MIRACLES IN PROGRESS
2901 DOWNING AVEWESTCHESTERIL60154NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,600
MISERICORDIA
6300 N RIDGE AVECHICAGOIL60660NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
MRW LEADERSHIP BOARD-NORTHSHORE UNIVERSITY HEALTHSYSTEM FOUNDATION
1033 UNIVERSITY PLACE SUITE 450EVANSTONIL60201NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
NATIONAL COUNCIL OF JEWISH WOMEN
5 REVERE DR 200NORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,500
NORTH SUBURBAN LEGAL AID CLINIC
491 LAUREL AVEHIGHLAND PARKIL60035NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$20,000
NORTHWESTERN UNIVERSITY
633 CLARK ST EVANSTONEVANSTONIL60208NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,500
NORTHWESTERN UNIVERSITY - ATHLETIC DEPARTMENT
1800 SHERIDAN RDEVANSTONIL60208NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$10,000
ORANGE RIBBONS FOR JAIME
6879 NW 65TH TERRACEPARKLANDFL33067NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
PLANNED PARENTHOOD
434 WEST 33RD STREETNEW YORKNY10001NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$16,000
POLARIS PROJECT
PO BOX 65323WASHINGTONDC20035NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,500
ROBERT R MCCORMICK FOUNDATION
205 N MICHIGAN AVENUE SUITE 4300CHICAGOIL60601NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
SAFER FOUNDATION
571 W JACKSON BLVDCHICAGOIL60661NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
SANDY HOOK PROMISE FUND
PO BOX 3489NEWTOWNCT06470NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,000
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$61,0006 IBN DANAN STREETJERUSALEMIS9134302
STAND WITH US FOUNDATION
PO BOX 341069LOS ANGELESCA90034NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
TEAM WESTERN KENTUCKY TORNADO RELIEF FUND
500 MERO STREET 218 NCFRANKFORTKY40601NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
TEMPLE BETH EL
3610 W DUNDEE RDNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$35,900
THE ARK
3100 DUNDEE ROAD SUITE 802NORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$47,000
THE FIRST TEE
2901 W LAKE AVE SUITE AGLENVIEWIL60025NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,500
THE RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF ROADTRUMBULLCT06611NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
THE RORY DAVID DEUTSCH FOUNDATION
PO BOX 547HIGHLAND PARKIL60035NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$300
TRUST WOMAN FOUNDATION
PO BOX 3222WICHITAKS67201NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
UNITED WAY OF GREATER CHICAGO
333 SOUTH WABASH AVENUE 30TH FLOORCHICAGOIL60604NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
WAR MEMORIAL HOSPITAL DEVELOPMENT FUND
500 OSBORN BLVDSAULT STEMI49783NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,600
YOUNG MEN'S EDUCATIONAL NETWORK
1241 S PULASKI RDCHICAGOIL60623NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
NEW COVENANT COMMUNITY DEVELOPMENT CORPORATION
2653 W OGDEN AVECHICAGOIL60608NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$22,000
PHILADELPHIA LAWYERS FOR SOCIAL EQUITY
230 S BROAD ST SUITE 1102PHILADELPHIAPA19102NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,500
LEAVE NO PAWS BEHIND
8661 VINE VALLEY DRSUN VALLEYCA91352NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$483,070TotalGrantOrContriPdDurYrAmt
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$5,783RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$49,235RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$881,437RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$936,455RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$936,455TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$3,141,795EOYBookValueAmt
EOYFMV$3,630,086EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$159,275BookValueAmt
EOYFMV$159,275EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$651LegalFeesAmt
Net Investment Income$651NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK AND FILING FEES$47$47$0
INVESTMENT ADVISORY FEES$11,261$11,261$0
INSURANCE EXPENSE$42,750$0$0
NONDEDUCTIBLE CONTRIBUTION$140$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX$7,000$0$0
FOREIGN TAX$103$103$0

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