JBS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JBS FOUNDATION (EIN 38-3713152)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202021979349102207
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T16:00:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT P WEINGART CPA | PreparerPersonNm |
| PTIN | P00047723 | PTIN |
| Phone | 8474441040 | PhoneNum |
| Preparation | 2020-07-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.94.59.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-11 | IPDt |
| IP Tm | 22:54:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 622DCBBA8AAA0ED10A4D1CD05E1A387B5463878A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,702,597 | 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 | $4,588 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,588 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,543,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,273 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $156,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,098 | 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 |
| Taxes Rev And Expnss | $1,593 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,910 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,607 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,503 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $353,595 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $353,595 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$253,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,979 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,979 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $387 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $3,126,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,933,524 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,505,212 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $174,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $171,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $171,406 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,383,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,130,909 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,702,597 | 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 | $3,383,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,130,909 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,383,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,130,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,383,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,130,909 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,383,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$253,000 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,130,909 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,130,909 | 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 | 2019-01-01 | 2019-12-31 | $2,142,058 | $2,133,826 | $8,232 | $8,232 |
| WELLS FARGO 7865 - LONG TERM | P | 2018-12-31 | 2019-12-31 | $261,581 | $211,073 | $50,508 | $50,508 |
| WELLS FARGO 7865 - SHORT TERM | P | 2019-01-01 | 2019-12-31 | $94,936 | $94,955 | -$19 | -$19 |
| CAPITAL GAINS DIVIDENDS | P | $44,552 | $44,552 | $44,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,273 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $333,665 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,678,889 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090697 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $292,245 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,850,695 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075894 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $269,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,676,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073334 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $276,925 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,892,460 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071144 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $293,418 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,156,398 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070594 | DistributionYr5Rt |
| Total Distribution | 0.381663 | TotalDistributionRt |
| Average Distribution | 0.076333 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,470,640 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $264,924 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,454 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $266,378 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $353,595 | 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 | $1,454 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,454 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,454 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $946 | OverpaymentAmt |
| Applied To ES Tax | $946 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | ||||||||
| 21 W CHESTNUT APT 1201 | CHICAGO | IL | 60610 | 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 | $3,296,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $173,099 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,523,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,523,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,470,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,454 | TotalTaxAmt |
| Distributable Before Adj | $172,078 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,078 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,078 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,595 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $353,595 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,454 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $352,141 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $82,312 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,875 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $105,608 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $154,381 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $429,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $353,595 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $181,517 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $610,693 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $610,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,312 | ExcessFromYear4Amt |
| Excess From Year3 | $86,875 | ExcessFromYear3Amt |
| Excess From Year2 | $105,608 | ExcessFromYear2Amt |
| Excess From Year1 | $154,381 | ExcessFromYear1Amt |
| Excess From Current Year | $181,517 | 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 (54 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A SAFE PLACE | ||||||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,700 | |||||
| AIDS FUND | ||||||||||||
| 2628 ORTHODOX STREET | PHILADELPHIA | PA | 19137 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $100 | |||||
| ALS THERAPY DEVELOPMENT INSTITUTE | ||||||||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | |||||
| AMERICAN ACADEMY OF DERMATOLOLGY | ||||||||||||
| 9500 W BRYN MAWR AVENUE SUITE 500 | ROSEMONT | IL | 60018 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | |||||
| AUXILIARY BOARD OF NORTHWESTERN MEMORIAL HOSPITAL | ||||||||||||
| 251 EAST HURON STREET | CHICAGO | IL | 60611 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $730 | |||||
| BERNIES BOOK BANK | ||||||||||||
| 917 N SHORE DR | LAKE BLUFF | IL | 60044 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $480 | |||||
| EL TOUR | ||||||||||||
| 2609 E BROADWAY BLVD | TUCSON | AZ | 85716 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $516 | |||||
| BLESSINGS IN A BACKPACK | ||||||||||||
| 135 S LASALLE ST SUITE 1921 | CHICAGO | IL | 60603 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,700 | |||||
| CAMP RAMAH | ||||||||||||
| 67 EAST MADISON STREET SUITE 1905 | CHICAGO | IL | 60603 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | |||||
| CHICAGO SHARES | ||||||||||||
| 730 N WABASH AVE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $204 | |||||
| CHICAGO TRIBUNE CHARITIES | ||||||||||||
| 435 MICHIGAN AVENUE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,600 | |||||
| COLLEGE BOUND OPPORTUNITIES | ||||||||||||
| 2033 N MILWAUKEE | RIVERWOODS | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | |||||
| CONWAY FARMS FDN | ||||||||||||
| 425 S CONWAY FARM DR | LAKE FOREST | IL | 60045 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,250 | |||||
| DEERFIELD FOOD PANTRY | ||||||||||||
| 601 DEERFIELD ROAD | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $12,000 | |||||
| EXPERIENCE CAMPS | ||||||||||||
| PO BOX 5121 | WESTPORT | CT | 06881 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $250 | |||||
| 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 | $4,000 | |||||
| FRIENDS OF IDF | ||||||||||||
| 29 E MADISON | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $20,000 | |||||
| ILLINOIS HOLOCAUST MUSEUM | ||||||||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,210 | |||||
| JAC EDUCATION FOUNDATION | ||||||||||||
| PO BOX 541 | HIGHLAND PARK | IL | 60035 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | |||||
| JOURNEYCARE FOUNDATION | ||||||||||||
| 2050 CLAIRE CT | GLENVIEW | IL | 60025 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $6,200 | |||||
| JUF - JEWISH UNITED FUND | ||||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $38,600 | |||||
| KESHET COE WORKER PROGRAM | ||||||||||||
| 617 LANDWEHR RD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $47,960 | |||||
| KIPP CHICAGO | ||||||||||||
| 2007 S HALSTED ST | CHICAGO | IL | 60608 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | |||||
| LES TURNER ALS FOUNDATION | ||||||||||||
| 5550 W TOUHY AVE | SKOKIE | IL | 60077 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | |||||
| MIRACLES IN PROGRESS | ||||||||||||
| 2901 DOWNING AVENUE | WESTCHESTER | IL | 60154 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,500 | |||||
| MISERICORDIA | ||||||||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | |||||
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||||||
| 5 REVERE DR 200 | NORTHBROOK | IL | 60062 | 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 | $1,000 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 633 CLARK ST EVANSTON | EVANSTON | IL | 60208 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | |||||
| NORTHWESTERN UNIVERSITY - ATHLETIC DEPARTMENT | ||||||||||||
| 1800 SHERIDAN RD | EVANSTON | IL | 60208 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $25,000 | |||||
| ORANGE RIBBONS FOR JAIME | ||||||||||||
| 6879 NW 65TH TERRACE | PARKLAND | FL | 33067 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,017 | |||||
| PENN STATE ATHLETICS | ||||||||||||
| 157 BRYCE JORDAN CENTER | STATE COLLEGE | PA | 16802 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | |||||
| POLARIS PROJECT | ||||||||||||
| PO BOX 65323 | WASHINGTON | DC | 20035 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,000 | |||||
| RAICES | ||||||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,900 | |||||
| RANDOM ACTS OF FLOWERS | ||||||||||||
| 2000 GREENLEAF ST 5 | EVANSTON | IL | 60202 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,800 | |||||
| ROCKVILLE CENTRE BREAST CANCER COALITION | ||||||||||||
| PO BOX 933 | ROCKVILLE CENTRE | NY | 11571 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | |||||
| SAULT HIGH BOOSTER CLUB | ||||||||||||
| PO BOX 1432 | SAULT STE MARIE | MI | 49783 | 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 | $10,300 | 6 IBN DANAN STREET | JERUSALEM | IS | 9134302 | |||||
| SLEEP IN HEAVENLY PEACE | ||||||||||||
| PO BOX 116 | KIMBERLY | ID | 83341 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,010 | |||||
| SOO EAGLE BOOSTER INC | ||||||||||||
| PO BOX 1432 | SAULT SAINTE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $12,750 | |||||
| SPREAD THE VOTE | ||||||||||||
| 8601 LINCOLN BLVD STE 180/569 | LOS ANGELES | CA | 90045 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | |||||
| SWIM ACROSS AMERICA | ||||||||||||
| 11600 N COMMUNITY HOUSE ROAD SUITE | CHARLOTTE | NC | 28277 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $75 | 100 | ||||
| TEMPLE BETH EL | ||||||||||||
| 3610 W DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $37,960 | |||||
| THE ARK | ||||||||||||
| 3100 DUNDEE ROAD SUITE 802 | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $50,333 | |||||
| THE FIRST TEE | ||||||||||||
| 2901 W LAKE AVE SUITE A | GLENVIEW | IL | 60025 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $150 | |||||
| THE HELPING HANDS NETWORK | ||||||||||||
| 425 HUEHL ROAD SUITE 16B | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,950 | |||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | |||||
| TREASURE VALLEY FAMILY YMCA | ||||||||||||
| 1050 W STATE STREET | BOISE | ID | 83702 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | |||||
| TRUST WOMEN FOUNDATION | ||||||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | |||||
| UNITED WAY OF GREATER CHICAGO | ||||||||||||
| 333 SOUTH WABASH AVENUE 30TH FLOOR | CHICAGO | IL | 60604 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,250 | |||||
| VIETNAM VETS SAULT STE MARIE | ||||||||||||
| 401 W PORTAGE AVE | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $800 | |||||
| WAR MEMORIAL HOSPITAL DEVELOPMENT FUND | ||||||||||||
| 500 OSBORN BLVD | SAULT STE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $353,595 | 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 | $4,588 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,237 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $103,273 | 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 | $156,098 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,098 | 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 | $2,933,524 | EOYBookValueAmt |
| EOYFMV | $3,505,212 | 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 | $171,406 | BookValueAmt |
| EOYFMV | $171,406 | EOYFMVAmt |
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 | $91 | $91 | $0 |
| INVESTMENT ADVISORY FEES | $10,090 | $10,090 | $0 |
| INSURANCE EXPENSE | $42,750 | $0 | $0 |
| OTHER | $566 | $13 | $0 |
| LEGAL FEES | $413 | $413 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $48 | $48 | $0 |
| TAX | $1,545 | $0 | $0 |
Comments