ELM FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ELM FAMILY FOUNDATION (EIN 47-6500826)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-07
IRS object ID
202503119349101870
Schema version
2024v5.2
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)
Return2025-11-07T16:58:50-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER COOPER & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13 Parkway North Blvd Suite 200AddressLine1Txt
CityDeerfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476500826EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1David and Etta Jonas Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JONATHAN Y JONASInCareOfNm
Business Name ControlDAVIBusinessNameControlTxt
Phone8479603784PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 Dundee Road Suite 380AddressLine1Txt
CityNorthbrookCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJonathan Y JonasPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8479603784PhoneNum
Signature2025-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoel B Polakow PrincipalPreparerPersonNm
PTINP00845521PTIN
Phone8472055000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$54,170,626FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,195,830ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$879,782DividendsRevAndExpnssAmt
Dividends Net Invst Incm$879,782DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,765,938NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,215,971GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,765,938CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,841,550TotalRevAndExpnssAmt
Total Net Invst Incm$2,645,720TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$8,397LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,397LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,300AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$57OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$57OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$18,436TaxesRevAndExpnssAmt
Taxes Net Invst Incm$309TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,730OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$113,066OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$42,920TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$129,129TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,439,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,439,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,482,720TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$129,129TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,439,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,358,830ExcessRevenueOverExpensesAmt
Net Investment Income$2,516,591NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,186SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$253,695SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$253,695SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$159,943AcctRcvblAmt
Acct Rcvbl BOY$93,988AcctRcvblBOYAmt
Acct Rcvbl EOY$159,943AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$159,943AcctRcvblEOYFMVAmt
Other Investments BOY$43,004,760OtherInvestmentsBOYAmt
Other Investments EOY$53,756,988OtherInvestmentsEOYAmt
Other Investments EOYFMV$53,756,988OtherInvestmentsEOYFMVAmt
Total Assets BOY$43,110,934TotalAssetsBOYAmt
Total Assets EOY$54,170,626TotalAssetsEOYAmt
Total Assets EOYFMV$54,170,626TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$43,110,934RetainedEarningBOYAmt
Retained Earning EOY$54,170,626RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$43,110,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$54,170,626TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$43,110,934TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$54,170,626TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$43,110,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,358,830ExcessRevenueOverExpensesAmt
Other Increases$6,700,862OtherIncreasesAmt
Subtotal$54,170,626SubtotalAmt
Tot Net Ast Or Fund Balances EOY$54,170,626TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGain Or LossGainOrLossAmt
1,044,000 SHS US TREAS 0.125% 01/15/24P2023-02-062024-01-16$1,044,000$998,978$45,022
JP MORGAN #44008 - LT COVERED - SEE ATTACHEDP$3,018,511$1,310,091$1,708,420$1,708,420
710 SHS TECHNOLOGY SELECT SECT SPDRP2024-05-28$153,460$95,942$57,518$57,518
FieldValueIRS element (for citing)
Capital Gain Net Income$1,765,938CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$34,981InvestmentIncomeExciseTaxAmt
Subtotal$34,981SubtotalAmt
Tax Based On Investment Income$34,981TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$33,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$43,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$67EsPenaltyAmt
Overpayment$8,352OverpaymentAmt
Applied To ES Tax$8,352AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JONATHAN Y JONASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8479603784PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1650 DUNDEE RD STE 380AddressLine1Txt
CityNorthbrookCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
Jonathan Y Jonas
650 Dundee Road Suite 380NorthbrookIL60062President0$0$0$0
Orete Harkavy
650 Dundee Road Suite 380NorthbrookIL60062Co-Trustee0$0$0$0
Ann Schneiderman
650 Dundee Road Suite 380NorthbrookIL60062Co-Trustee0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$45,719,044AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,965AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,569,846FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$51,358,855TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$51,358,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$770,383CashDeemedCharitableAmt
Net Vl Noncharitable Assets$50,588,472NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,529,424MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,529,424MinimumInvestmentReturnAmt
Tax Based On Investment Income$34,981TaxBasedOnInvestmentIncomeAmt
Total Tax$34,981TotalTaxAmt
Distributable Before Adj$2,494,443DistributableBeforeAdjAmt
Distributable Before Ded$2,494,443DistributableBeforeDedAmt
Distributable As Adjusted$2,494,443DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,439,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,439,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,494,443DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$958,094ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$243,488ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$169,473ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,371,055TotalExcessDistributionCyovAmt
Qualifying Distributions$2,439,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$2,439,800AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$54,643ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$54,643ExcessDistributionCyovAppCYAmt
Total Corpus$1,316,412TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,316,412ExcessDistriCyovToNextYrAmt
Excess From Year3$903,451ExcessFromYear3Amt
Excess From Year2$243,488ExcessFromYear2Amt
Excess From Year1$169,473ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN JONASContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Friends of the IDF
1430 BroadwaySuite 1301New YorkNY10018NonePCUnrestricted$205,000
Friends of Elnet
400 Skokie BlvdNorthbrookIL60062NONEPCUnrestricted$170,000
The University of Chicago Medicine
5841 S Maryland AvenueChicagoIL60637NONEPCUnrestricted$1,025,000
StandWithUs
PO Box 341069Los AngelesCA90034NonePCUnrestricted$265,000
Solomon Schecter Day School
3210 Dundee RoadNorthbrookIL60062nonePCUnrestricted$122,200
Moriah Congregation
200 Taub DrDeerfieldIL60015nonePCUNRESTRICTED$30,000
Jewish United Fund
30 S Wells StChicagoIL60606nonePCUNRESTRICTED$150,000
American Israel Education Foundation
251 H STREET NWWASHINGTON DCDC20001nonePCUNRESTRICTED$100,000
Rochelle Zell Jewish High School
1095 Lake Cook RoadDeerfieldIL60015nonePCUNRESTRICTED$10,000
The Birthtright Israel Foundation
PO BOX 21615New YorkNY10087nonePCUNRESTRICTED$100,000
Jack Miller Center
3 Bala Plaza WestSuite 401Bala CynwydPA19004NonePCUnrestricted$10,000
The Cove School
350 Lee RdNorthbrookIL60062NonePCUnrestricted$10,000
Camp Ramah
3390 Ramah CircleConoverWI54519NonePCUnrestricted$18,000
Israel Tennis & Education
165 East 56 Street2nd FlNew YorkNY10022NonePCUnrestricted$1,000
Stand Strong
1111 W Lake Cook RdBuffalo GroveIL600891926NonePCUnrestricted$15,000
Friends of Tel-Aviv Sourasky
1581 Route 27Ste 201EdisonNJ08817NonePCUnrestricted$200,000
Beber Camp
W 1741 Co Rd JMukwonagoWI53149NonePCUnrestricted$5,000
Northwestern Hillel
629 Foster StEvanstonIL60201NonePCUnrestricted$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,439,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$879,782ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,765,938ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,645,720ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,645,720TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJonas Charitable Lead Annuity TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1650 Dundee Road Suite 380AddressLine1Txt
CityNorthbrookCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,195,830TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX & ACCOUNTING FEESCategoryTxt
Amt$7,300Amt
Net Investment Income$7,300NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJP MORGAN INVESTMENT ACCOUNTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$53,756,988BookValueAmt
EOYFMV$53,756,988EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$8,397LegalFeesAmt
Net Investment Income$8,397NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PASS THROUGH INVESTMENT EXP.$0$104,336
TRAVEL$7,605$7,605
DUES & SUBSCRIPTIONS$1,125$1,125

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$6,700,862Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$57Amt
Net Investment Income$57NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX WITHHELD$309$309
FEDERAL TAX EXPENSE$18,127

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