JBS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JBS FOUNDATION (EIN 38-3713152)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-05
- IRS object ID
- 201632189349100318
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-05T16:59:33-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | CHUNOWITZ TEITELBAUM & MANDEL LTD | 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 | 2015-01-01 | 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 | 150 ASPEN WAY | AddressLine1Txt |
| City | DEERFIELD | 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 | 2016-08-01 | 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 | 2016-07-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,772,414 | 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 | $3,283 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,283 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,531 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,386,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,274 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,596 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,596 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $114,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,684 | 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 |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $395 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,951 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,892 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,892 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $357,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,951 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$242,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,112 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,016 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,016 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,876,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,630,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,561,225 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $201,523 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $197,173 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $197,173 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,084,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,841,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,772,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,084,537 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,841,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,084,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,841,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,084,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,841,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,084,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$242,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,841,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,841,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO - SHORT TERM | P | 2015-01-01 | 2015-12-31 | $2,574,752 | $2,686,955 | -$112,203 | -$112,203 |
| WELLS FARGO - LONG TERM | P | 2014-12-31 | 2015-12-31 | $694,386 | $686,287 | $8,099 | $8,099 |
| CAPITAL GAINS DIVIDENDS | P | $117,378 | $117,378 | $117,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,274 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $293,418 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,156,398 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070594 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $196,632 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,917,011 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050200 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $211,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,559,692 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059525 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,667 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,706,058 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050098 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $198,247 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,771,432 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052565 | DistributionYr5Rt |
| Total Distribution | 0.282982 | TotalDistributionRt |
| Average Distribution | 0.056596 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,892,460 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $220,298 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $967 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $221,265 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,892 | 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 | $967 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $967 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $967 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,633 | OverpaymentAmt |
| Applied To ES Tax | $6,633 | 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 | 150 ASPEN WAY | AddressLine1Txt |
| City | DEERFIELD | 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 |
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 | ||||||||
| 150 ASPEN WAY | DEERFIELD | IL | 60015 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LISA LAVIN | ||||||||
| 150 ASPEN WAY | DEERFIELD | IL | 60015 | TREASURER AND SECRETARY | 1.00 | $0 | $0 | $0 |
| NELIDA BERNHEIM | ||||||||
| 117 CARY AVENUE | HIGHLAND PARK | IL | 60035 | 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 | $3,742,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $199,348 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,951,736 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,951,736 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,892,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,623 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,623 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $967 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $967 | TotalTaxAmt |
| Distributable Before Adj | $193,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $193,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $193,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,892 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $277,892 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $967 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $276,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,924 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,924 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $82,312 | 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 | $82,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $82,312 | 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 (51 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A SAFE PLACE | |||||||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,200 | ||||||
| AMERICAN HEART ASSOCIATION | |||||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $250 | ||||||
| AUTISM SPEAKS | |||||||||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||||
| NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | SHLOMO HALEVI 5 | JERUSALEM | IS | 91451 | ||||||
| CAMP RAMAH | |||||||||||||
| 65 EAST WACKER PLACE SUITE 1200 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | ||||||
| CHAI LIFELINE | |||||||||||||
| NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,600 | 6600 N LINCOLN AVE 300 | LINCOLNWOOD | IS | 60712 | ILLINOIS | |||||
| CHICAGO TRIBUNE CHARITIES | |||||||||||||
| 435 MICHIGAN AVENUE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||||
| CONWAY FARMS FDN | |||||||||||||
| 425 S CONWAY FARM DR | LAKE FOREST | IL | 60045 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||||
| DEERFIELD FOOD PANTRY | |||||||||||||
| 601 DEERFIELD ROAD | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $9,000 | ||||||
| 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 | $2,500 | ||||||
| FAMILY ACCESS NETWORK FOUNDATION | |||||||||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,000 | ||||||
| FREE WHEELCHAIR MISSION | |||||||||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $750 | ||||||
| FURNISHING HOPE | |||||||||||||
| 3857 BIRCH STREET 503 | NEWPORT BEACH | CA | 92660 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $6,000 | ||||||
| FRIENDS OF IDF | |||||||||||||
| 29 E MADISON | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $24,000 | ||||||
| MISERICORDIA | |||||||||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,100 | ||||||
| GOOD SPORTS | |||||||||||||
| 150 MT VERNON ST 1 | DORCHESTER | MA | 02125 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||||
| HER JUSTICE INC | |||||||||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||||
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | |||||||||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||||
| JDRF - JUVENILE DIABETES RESEARCH FOUNDATION | |||||||||||||
| 1 N LASALLE ST 1200 | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||||
| JEWISH CHILD & FAMILY SERVICES | |||||||||||||
| 216 W JACKSON BLVD SUITE 700 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $16,600 | ||||||
| JUF - JEWISH UNITED FUND | |||||||||||||
| NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $30,000 | 30 S WELLS STREET | CHICAGO | IN | 60606 | ILLINOIS | |||||
| KESHET COE WORKER PROGRAM | |||||||||||||
| 617 LANDWEHR RD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $25,600 | ||||||
| LLS - THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLANES | NY | 10605 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||||
| LUNGEVITY FOUNDATION | |||||||||||||
| 228 S WABASH AVENUE SUITE 700 | CHICAGO | IL | 60604 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,000 | ||||||
| LURIE CHILDREN'S HOSPITAL FOUNDATION | |||||||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||||
| MIDWEST PALLIATIVE & HOSPICE | |||||||||||||
| 2050 CLAIRE CT | GLENVIEW | IL | 60025 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,175 | ||||||
| MIRACLES IN PROGRESS | |||||||||||||
| 2901 DOWNING AVENUE | WESTCHESTER | IL | 60154 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,000 | ||||||
| UNIVERSITY OF MISSOURI - MIZZOU ALTERNATIVE BREAK | |||||||||||||
| 306 REYNOLDS ALUMNI CENTER | COLUMBIA | CO | 65211 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||||
| MOVEMBER FOUNDATION | |||||||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $51 | ||||||
| NORTHWESTERN UNIVERSITY - ATHLETIC DEPARTMENT | |||||||||||||
| 1800 SHERIDAN RD | EVANSTON | IL | 60208 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $25,750 | ||||||
| NJ TITANS YOUTH HOCKEY CLUB | |||||||||||||
| 269 SQUANKUM ROAD | FARMINGDALE | NJ | 07727 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | ||||||
| NEW YORK UNIVERSITY SKIRBALL CENTER FOR THE PERFORMING ARTS | |||||||||||||
| 60 WASHINGTON SQUARE SOUTH SUITE | NEW YORK | NY | 10012 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $101 | 505 | |||||
| PLANNED PARENTHOOD | |||||||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||||
| RILEY CHILDREN'S FOUNDATION | |||||||||||||
| 30 SOUTH MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | ||||||
| SAULT AREA LITTLE LEAGUE | |||||||||||||
| 533 E SPRUCE ST | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $800 | ||||||
| SHALVA | |||||||||||||
| NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $6,500 | 6 IBN DANAN STREET | JERUSALEM | IS | 9134302 | ||||||
| SPECIAL KIDS NETWORK | |||||||||||||
| 1121 LAKE COOK RD | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||||
| SOO EAGLE BOOSTER INC | |||||||||||||
| PO BOX 1432 | SAULT SAINTE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $10,000 | ||||||
| ST JOAN OF ARC | |||||||||||||
| 9248 N LAWNDALE | EVANSTON | IL | 60203 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | ||||||
| ST SABINA CHURCH | |||||||||||||
| 1210 W 78TH PLACE | CHICAGO | IL | 60620 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $10,000 | ||||||
| THE ARK | |||||||||||||
| 3100 DUNDEE ROAD SUITE 802 | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $10,000 | ||||||
| THE CHILDREN'S PLACE FOUNDATION | |||||||||||||
| 700 N SACRAMENTO BLVD SUITE 300 | CHICAGO | IL | 60612 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||||
| TEMPLE BETH EL | |||||||||||||
| 3610 W DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $33,515 | ||||||
| TREASURE VALLEY FAMILY YMCA | |||||||||||||
| 1050 W STATE STREET | BOISE | ID | 83702 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,500 | ||||||
| THON - THE PENN STATE IFCPANHELLENIC DANCE MARATHON | |||||||||||||
| 227D HUB | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,000 | ||||||
| TRUST WOMEN FOUNDATION | |||||||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||||
| UI DANCE MARATHON | |||||||||||||
| 145 IOWA MEMORIAL UNION | IOWA CITY | IA | 52242 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||||
| VERNON HILLS STINGERS | |||||||||||||
| 254 STONE FENCE RD | VERNON HILLS | IL | 60061 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||||
| VIETNAM VETS CHAPTER 180 | |||||||||||||
| 319 COURT ST | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $750 | ||||||
| WAR MEMORIAL HOSPITAL DEVELOPMENT FUND | |||||||||||||
| 1 HEALTHY WAY | BARKLEY SPRINGS | WV | 25411 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $750 | ||||||
| BEAR HUGS CHILDREN'S FUND | |||||||||||||
| 365 CARRIAGE WAY | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,400 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,892 | 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 | $3,283 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $90,531 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,596 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,274 | 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 | $114,684 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,684 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 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 AND CONTRIBUTIONS CAN BE MADE. MARKET FUNDS IN ORDER TO GENERATE REVENUE FROM WHICH FURTHER GRANTS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $3,630,569 | EOYBookValueAmt |
| EOYFMV | $3,561,225 | 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 | $197,173 | BookValueAmt |
| EOYFMV | $197,173 | 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 | $106 | $106 | $0 |
| INVESTMENT ADVISORY FEES | $15,050 | $15,050 | $0 |
| INSURANCE EXPENSE | $42,750 | $0 | $0 |
| OTHER | $7,550 | $0 | $0 |
| NONDEDUCTIBLE CONTRIBUTIONS | $1,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $7,596 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,596 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAX | $10,320 | $0 | $0 |
| FOREIGN TAX | $395 | $395 | $0 |
Comments