LAVIN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAVIN FOUNDATION (EIN 65-1264736)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202011699349100111
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T09:33:26-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464576154 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN J SHIFRIN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 KIMBALL RD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651264736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lavin Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAVI | BusinessNameControlTxt |
| Phone | 8474322928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1639 Thornwood | AddressLine1Txt |
| City | Highland Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Lavin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven J Shifrin | PreparerPersonNm |
| PTIN | P00110195 | PTIN |
| Phone | 8478046555 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $193,311 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $145 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $145 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,264 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,264 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,264 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,498 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,560 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,907 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,409 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,564 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $38 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $249,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $249,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $253,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $249,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$247,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,019 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,409 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $145,887 | CashBOYAmt |
| Cash EOY | $58,473 | CashEOYAmt |
| Cash EOYFMV | $58,473 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,094 | CorporateStockBOYAmt |
| Other Investments BOY | $259,131 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $119,174 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $134,838 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $422,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $193,311 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,720 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,720 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $422,112 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $422,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $174,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $422,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $177,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $422,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$247,185 | ExcessRevenueOverExpensesAmt |
| Subtotal | $174,927 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $174,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 100 sh Du Pont E I De Nemou | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2011-04-08 | AcquiredDt |
| Sold | 2019-07-10 | SoldDt |
| Gross Sales Price | $10,592 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,094 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,498 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,498 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,498 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $234,977 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $336,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.69728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $189,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $224,432 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.84253 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $149,241 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.22112 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $109,916 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $53,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $66,522 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.80049 | DistributionYr5Rt |
| Total Distribution | 2.561415 | TotalDistributionRt |
| Average Distribution | 0.512283 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $293,034 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $150,116 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $150,136 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $249,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $20 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20 | SubtotalAmt |
| Tax Based On Investment Income | $20 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $20 | TaxDueAmt |
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 | Steven Lavin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474322928 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1639 Thornwood Lane | AddressLine1Txt |
| City | Highland Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Steven Lavin | ||||||
| 1639 Thornwood Ln | Highland Park | IL | 60035 | President | 1.00 | $0 |
| Dawn Lavin | ||||||
| 1639 Thornwood Ln | Highland Park | IL | 60035 | Treasurer | 0.00 | $0 |
| Sheldon Lavin | ||||||
| 1225 Corporate Blvd | Aurora | IL | 60505 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $206,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $297,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $297,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $293,034 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20 | TotalTaxAmt |
| Distributable Before Adj | $14,632 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,632 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $249,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $249,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $249,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,632 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $50,119 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $25,563 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $178,088 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $218,173 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $471,943 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $249,200 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,632 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $234,568 | RemainingDistriFromCorpusAmt |
| Total Corpus | $706,511 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $50,119 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $656,392 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $25,563 | ExcessFromYear3Amt |
| Excess From Year2 | $178,088 | ExcessFromYear2Amt |
| Excess From Year1 | $218,173 | ExcessFromYear1Amt |
| Excess From Current Year | $234,568 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Steven Lavin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jewish National Fund | |||||||
| 60 Revere Dr 840 | Northbrook | IL | 60062 | None | Public | General. At the discretion of the recipient organization. | $37,700 |
| Weizman Institute | |||||||
| 633 Third Ave | New York | NY | 10017 | None | Public | General. At the discretion of the recipient organization. | $5,000 |
| American Israel Education Foundatio | |||||||
| 800 Eighth St | Washington | DC | 20011 | None | Public | General. At the discretion of the recipient organization. | $85,000 |
| The Chabad Center for Jewish Life | |||||||
| 509 South Fourth St | Champaign | IL | 61820 | None | Public | General Use | $4,000 |
| Friends of Israel Defense Forces | |||||||
| 1430 Broadway | New York | NY | 10018 | None | Public | General Use | $8,000 |
| Jewish United Fund | |||||||
| 30 S Wells Street | Chicago | IL | 60606 | None | Public | General Use | $1,000 |
| Stand with Us | |||||||
| PO Box 7214 | Deerfield | IL | 60015 | None | Public | General Use | $2,000 |
| American Friends of Tel Aviv Univer | |||||||
| 9715 Woods Drive Unit 1608 | Skokie | IL | 60077 | None | Public | General Use | $50,000 |
| Build | |||||||
| 5100 W Harrison St | Chicago | IL | 60644 | None | PC | General Use | $2,500 |
| National Multiple Sclerosis Foundat | |||||||
| 525 W Monroe Suite 1510 | Chicago | IL | 60661 | None | PC | General Use | $10,000 |
| Simon Wiesenthal Center | |||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | None | PC | General Use | $15,000 |
| Congregation Beth Shalom | |||||||
| 3433 Walters Rd | Northbrook | IL | 60062 | None | PC | General Use | $500 |
| Council for Jewish Elderly | |||||||
| 3003 W Touhy Ave | Chicago | IL | 60645 | None | PC | General Use | $5,000 |
| Cystic Fibrosis Foundation | |||||||
| 150 N Michigan Ave | Chicago | IL | 60601 | None | PC | General Use | $5,000 |
| Israel Cancer Research Fund | |||||||
| 1 Northfield Plaza Site 235 | Northfield | IL | 60093 | None | PC | General Use | $1,000 |
| Make A Wish Foundation | |||||||
| 1702 E Highland Ave Suite 400 | Phoenix | AZ | 85012 | None | PC | General Use | $1,000 |
| North Suburban Synagogue Beth El | |||||||
| 1175 Sheridan Rd | Highland Park | IL | 60035 | None | PC | General Use | $10,500 |
| Old St Patrick Church | |||||||
| 700 W Adams St | Chicago | IL | 60661 | None | PC | General Use | $1,000 |
| Reverse Rhett | |||||||
| 67 Under Cliff Road | Trumbull | CT | 06611 | None | PC | General Use | $3,000 |
| Wolcott School | |||||||
| 524 N Wolcott Ave | Chicago | IL | 60622 | None | PC | General Use | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $249,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $145 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,264 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,560 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,498 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,467 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,467 | 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 | Accy & Tax | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,560 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Related Parties | Desc |
| EOY Book Value | $2,720 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Service Charges | $121 | $0 | $0 | $0 |
| Investment Advisory Fees | $2,443 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax | $23 | $23 |
| State of IL | $15 | $15 |
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