LEFKOVITZ FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEFKOVITZ FOUNDATION (EIN 36-3734049)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-18
- IRS object ID
- 201942919349100009
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-18T13:55:44-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363734049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lefkovitz Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONNA NESHEK | InCareOfNm |
| Business Name Control | LEFK | BusinessNameControlTxt |
| Phone | 2627236006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 Elm Street | AddressLine1Txt |
| City | Elkhorn | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531211614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA NESHEK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2627236006 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Hodges | PreparerPersonNm |
| PTIN | P00742715 | PTIN |
| Phone | 8472055000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.98.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820192915000021 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-18 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B709B970172B710B2ABE31197D9F56A009F615E7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A0EDBB6EC277CC7D88AEF19290139B1E71DB56F7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,821,950 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,860 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $64,110 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,110 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,615 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,055 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,110 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,640 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $119,772 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $119,772 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $148,621 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $610,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $582,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,652,429 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $260 | OtherAssetsBOYAmt |
| Other Assets EOY | $260 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $260 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $756,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $723,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,821,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $756,496 | RetainedEarningBOYAmt |
| Retained Earning EOY | $723,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $756,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $723,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $756,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $723,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $756,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,055 | ExcessRevenueOverExpensesAmt |
| Subtotal | $723,441 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $723,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 392 SHS - BERKSHIRE HATHAWAY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2002-11-03 | AcquiredDt |
| Sold | 2018-01-17 | SoldDt |
| Gross Sales Price | $83,088 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,228 | CostOrOtherBasisAmt |
| Gain Or Loss | $54,860 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $54,860 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,860 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,655,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049396 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,467,891 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052627 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,941 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,509,887 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,474,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048837 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,341,803 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048442 | DistributionYr5Rt |
| Total Distribution | 0.251585 | TotalDistributionRt |
| Average Distribution | 0.050317 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,808,814 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,014 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $611 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $91,625 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,550 | 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 | $611 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $611 | SubtotalAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,084 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,584 | TotalPaymentsAndCreditsAmt |
| Overpayment | $973 | OverpaymentAmt |
| Applied To ES Tax | $973 | AppliedToESTaxAmt |
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 | DONNA NESHEK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627236006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 ELM STREET | AddressLine1Txt |
| City | elkhorn | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53121 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Arlene Lefkovitz | ||||||||
| 1015 Green Bay Road | Highland Park | IL | 60035 | President director | 0 | $0 | $0 | $0 |
| Gayle Dougherty | ||||||||
| 1114 South High Street | Denver | CO | 80210 | Director | 0 | $0 | $0 | $0 |
| Nina Mann | ||||||||
| 901 Dean | Highland Park | IL | 60035 | Secretary | 0 | $0 | $0 | $0 |
| Shelley Loyd-Lawton | ||||||||
| 660 Linden | Boulder | CO | 80304 | Director | 0 | $0 | $0 | $0 |
| Donna Neshek | ||||||||
| 16 Elm Street | Elkhorn | WI | 53121 | director Treasurer | 0 | $0 | $0 | $0 |
| Veronica Lefkovitz | ||||||||
| 112 Glenwood | Winnetka | IL | 60093 | Director | 0 | $0 | $0 | $0 |
| Alex Loyd | ||||||||
| 660 Linden | Boulder | CO | 80304 | secretary | 0 | $0 | $0 | $0 |
| Samuel Neshek | ||||||||
| 211 North Dorchester Avenue | Royal Oak | MI | 48067 | director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,797,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $260 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,836,359 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,836,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,808,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,441 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,441 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $611 | TotalTaxAmt |
| Distributable Before Adj | $89,830 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,830 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,830 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $92,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $611 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,939 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,513 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,857 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $89,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,720 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,577 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,344 | ExcessFromYear3Amt |
| Excess From Year2 | $4,513 | ExcessFromYear2Amt |
| Excess From Current Year | $2,720 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ravinia Festival Association | |||||||
| 400 Iris Lane | Highland Park | IL | 60035 | none | PC | Education | $4,000 |
| Alliance for the Mentally Ill | |||||||
| 1536 West Chicago Ave | Chicago | IL | 60622 | none | PC | Health | $500 |
| AM SHALOM | |||||||
| 840 Vernon Ave | Glencoe | IL | 60022 | none | PC | Education | $2,000 |
| Brent's Place | |||||||
| 11980 East 16th Avenue | Aurora | CO | 80010 | none | PC | Health | $3,000 |
| Chicago Botanic Gardens | |||||||
| 1000 Lake Cook Road | Glencoe | IL | 600220400 | none | PC | Education | $500 |
| The Chicago Lighthouse | |||||||
| 1850 W Roosevelt Road | Chicago | IL | 60608 | none | PC | Health | $3,000 |
| Childrens Memorial Hospital Foundation | |||||||
| Dept 4595 | Carol Stream | IL | 601224595 | none | PC | Health | $5,000 |
| The Field Museum | |||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | none | PC | Education | $500 |
| Jewish Federation of Palm Beach County | |||||||
| 4601 Community Drive | West Palm Beach | FL | 334172760 | none | PC | Education | $20,000 |
| Jewish United Fund Metropolitan Chicago | |||||||
| 30 S Wells Street | Chicago | IL | 60606 | none | PC | Education | $2,500 |
| John G Shedd Aquarium | |||||||
| PO Box N | Chicago | IL | 606909410 | none | PC | Education | $500 |
| KESHET | |||||||
| 617 Landwehr Road | Northbrook | IL | 600622358 | none | PC | Health | $2,500 |
| Misericordia Women's Auxiliary | |||||||
| 6300 N Ridge Blvd | Chicago | IL | 60660 | none | PC | Health | $3,000 |
| Rehabilitation Institute of Chicago | |||||||
| 345 E Superior Street Suite 1640 | Chicago | IL | 60611 | none | PC | Health | $3,000 |
| Simon Wiesenthal Center | |||||||
| 1399 South Roxberry Drive | Los Angeles | CA | 90035 | none | PC | Education | $1,000 |
| Special Olympics Illinois | |||||||
| PO Box 129 | Normal | IL | 617610129 | none | PC | Special needs | $1,000 |
| WTTW CHANNEL 11 | |||||||
| PO Box 598777 | Chicago | IL | 60659 | none | PC | Education | $500 |
| American Heart Association | |||||||
| 208 S LaSalle St Ste 900 | Chicago | IL | 60604 | none | PC | Education | $500 |
| The Art Institute of Chicago | |||||||
| 111 S Michigan Ave | Chicago | IL | 60603 | none | PC | Education | $500 |
| VIP Services | |||||||
| 811 E Geneva St | Elkhorn | WI | 53121 | none | PC | Special needs | $3,000 |
| Cancer Wellness | |||||||
| 215 Revere Dr | Northbrook | IL | 60062 | none | PC | Health | $3,000 |
| Michael J Fox Foundation | |||||||
| PO BOx 5018 | Hagerstown | MD | 217415018 | none | PC | Health | $3,000 |
| Raymond Kravis Center | |||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | none | PC | Education | $1,000 |
| Make a Wish Foundation | |||||||
| 4742 N 24th Street Suite 400 | Phoenix | AZ | 85016 | none | PC | Special needs | $1,000 |
| Preeclampsia Foundation | |||||||
| 6767 N Wickham Road Suite 400 | Melbourne | FL | 32940 | NONE | PC | HEALTH | $3,000 |
| Rush University Medical Center | |||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | NONE | PC | Education | $3,000 |
| Illinois Holocaust Museum | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | EDUCATION | $1,000 |
| Museum of Science and Industry | |||||||
| 5700 S Lake Shore Drive | Chicago | IL | 60637 | none | PC | Education | $500 |
| Safehouse Progressive Alliance of Nonviolence | |||||||
| 835 North Street | Boulder | CO | 80304 | none | PC | Education | $6,000 |
| Anti Defamation League | |||||||
| 120 S LaSalle St 1150 | Chicago | IL | 60603 | none | PC | Education | $2,500 |
| March of Dimes | |||||||
| PO Box 2547 | Decatur | IL | 625252547 | None | PC | Health | $250 |
| Jewish Adoption and Family Care Options | |||||||
| 4200 N University Dr | Sunrise | FL | 33351 | NONE | PC | Special needs | $1,800 |
| St Jude's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | none | Health | $3,000 | |
| Fragile X | |||||||
| 1615 Bonanza Suite 202 | Walnut Creek | CA | 94596 | none | Health | $3,000 | |
| Planned Parenthood Federation of America | |||||||
| PO Box 96771 | Washington | DC | 200906771 | none | Health | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,110 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $582,769 | EOYBookValueAmt |
| EOYFMV | $1,652,429 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $119,772 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $148,621 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX DEPOSITS | Desc |
| BOY Book Value | $260 | BOYBookValueAmt |
| EOY Book Value | $260 | EOYBookValueAmt |
| EOYFMV | $260 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE INCOME TAXES | $15 | $0 | $0 | $0 |
| FEDERAL TAXES | $1,600 | $0 | $0 | $0 |
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