JBS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JBS FOUNDATION (EIN 38-3713152)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201501359349101555
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T11:43:06-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-14 | 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 | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,131,058 | 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 | $1,526 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,526 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $625,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,072,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $625,499 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $238 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $238 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $771,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $771,539 | 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 |
| Legal Fees Rev And Expnss | $1,026 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,026 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,362 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,446 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,935 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $370,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $400,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $751,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $24,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,112 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,112 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,659,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,876,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,923,423 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $201,523 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $201,523 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $253 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,683,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,084,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,131,058 | 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 | $3,683,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,084,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,683,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,084,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,683,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,084,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,683,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $400,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,084,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,084,537 | 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 | 2014-01-01 | 2014-12-31 | $6,284,094 | $6,181,006 | $103,088 | $103,088 |
| WELLS FARGO - SHORT TERM | P | 2013-12-31 | 2014-12-31 | $1,669,438 | $1,265,726 | $403,712 | $403,712 |
| CAPITAL GAINS DIVIDENDS | P | $118,699 | $118,699 | $118,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $625,499 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $196,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,917,011 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050200 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $211,890 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,559,692 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059525 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $185,667 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,706,058 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050098 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $198,247 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,771,432 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052565 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $149,397 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,163,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047226 | DistributionYr5Rt |
| Total Distribution | 0.259614 | TotalDistributionRt |
| Average Distribution | 0.051923 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,156,398 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $215,813 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,517 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $223,330 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,935 | 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 | $7,517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $2,720 | TaxDueAmt |
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 | $4,103,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,888 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,219,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,219,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,295 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,156,398 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,517 | TotalTaxAmt |
| Distributable Before Adj | $200,303 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,303 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,303 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,935 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,935 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,517 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $293,418 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,303 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,556 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,935 | QualifyingDistributionsAmt |
| Applied To Year1 | $102,556 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,924 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (53 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A SAFE PLACE | |||||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,000 | ||||
| AMERICAN JUNIOR GOLF ASSOCIATION | |||||||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 30517 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||
| ALZHEIMERS ASSOCIATION | |||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $250 | ||||
| AMERICAN HEART ASSOCIATION | |||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,500 | ||||
| BEAR HUGS CHILDREN'S FUND | |||||||||||
| 365 CARRIAGE WAY | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,300 | ||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||
| NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | SHLOMO HALEVI 5 | JERUSALEM | IS | 91451 | ||||
| BUILD INC | |||||||||||
| 3100 DUNDEE RD SUITE 508 | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||
| CAMP RAMAH | |||||||||||
| 65 EAST WACKER PLACE SUITE 1200 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | ||||
| CHAI LIFELINE | |||||||||||
| 6600 N LINCOLN AVE 300 | LINCOLNWOOD | IL | 60712 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,400 | ||||
| CHICAGO TRIBUNE CHARITIES | |||||||||||
| 435 MICHIGAN AVENUE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||
| CHIPPEWA COUNTY COMMUNITY FOUNDATION | |||||||||||
| 511 ASHMUN ST STE 200 | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $750 | ||||
| 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 | $6,000 | ||||
| FRIENDS OF IDF | |||||||||||
| 29 E MADISON | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $22,000 | ||||
| FRIENDSHIP CIRCLE | |||||||||||
| 2095 LANDWEHR ROAD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,800 | ||||
| FURNISHING HOPE | |||||||||||
| 3857 BIRCH STREET 503 | NEW PORT BEACH | CA | 92660 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $6,000 | ||||
| GOOD SPORTS | |||||||||||
| 150 MT VERNON ST 1 | DORCHESTER | MA | 02125 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||
| HELENE G SIMON HILLEL CENTER | |||||||||||
| 730 EAST THIRD STREET | BLOOMINGTON | IN | 47401 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,080 | ||||
| ILLINOIS JUNIOR GOLF ASSOCIATION | |||||||||||
| 11855 ARCHER AVENUE SUITE 200 | LEMONT | IL | 60439 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||
| INDIAN HOCKEY ASSOCIATION | |||||||||||
| NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | B1/E3 GROUND FLOOR MATHURA ROAD | NEW DELHI | IN | 110044 | ||||
| JEWISH CHILD & FAMILY SERVICES | |||||||||||
| 216 W JACKSON BLVD SUITE 800 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $7,100 | ||||
| JUF - JEWISH UNITED FUND | |||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $37,500 | ||||
| KESHET COE WORKER PROGRAM | |||||||||||
| 617 LANDWEHR RD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $34,300 | ||||
| LUNGEVITY FOUNDATION | |||||||||||
| 228 S WABASH AVENUE SUITE 700 | CHICAGO | IL | 60604 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | ||||
| THE MICHAEL JFOX FOUNDATION | |||||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $300 | ||||
| MIDWEST PALLIATIVE & HOSPICE | |||||||||||
| 2050 CLAIRE CT | GLENVIEW | IL | 60025 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $6,810 | ||||
| MIRACLES IN PROGRESS | |||||||||||
| 2901 DOWNING AVENUE | WESTCHESTER | IL | 60154 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 | ||||
| MISERICORDIA | |||||||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,100 | ||||
| MOMS DEMAND ACTION FOR GUN SENSE IN AMERICA | |||||||||||
| 450 LEXINGTON AVE STE 4184 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | ||||
| NORTHWESTERN UNIVERSITY - ATHLETIC DEPARTMENT | |||||||||||
| 1800 SHERIDAN RD | EVANSTON | IL | 60208 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $28,000 | ||||
| ORPHANS OF THE STORM ANIMAL SHELTER | |||||||||||
| 2200 RIVERWOODS RD | RIVERWOODS | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $750 | ||||
| PLANNED PARENTHOOD | |||||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $15,500 | ||||
| PENN STATE UNIVERSITY WOMEN'S GOLF TEAM | |||||||||||
| 101D BRYCE JORDAN CENTER | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,075 | ||||
| PULLIAM RENOVATION PROJECT | |||||||||||
| 545 CLEVELAND AVE | LOVELAND | CO | 80537 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $750 | ||||
| THE ROE ALTERNATIVE PROGRAM | |||||||||||
| 1620 23RD STREET | ZION | IL | 60099 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | ||||
| SALVATION ARMY SSM | |||||||||||
| 132 SPRUCE ST W | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,300 | ||||
| SAULT AREA LITTLE LEAGUE | |||||||||||
| 533 E SPRUCE ST | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,040 | ||||
| SHARED HEART FOUNDATION | |||||||||||
| PO BOX 2140 | APTOS | CA | 95001 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | ||||
| SMHA PEEWEE A | |||||||||||
| PO BOX 241 | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION;LISTTOTAL 19040 | $1,800 | ||||
| STAND WITH US | |||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | ||||
| TEMPLE BETH EL | |||||||||||
| 3610 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $29,560 | ||||
| THE ARK | |||||||||||
| 3100 DUNDEE ROAD SUITE 802 | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $12,000 | ||||
| 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 | $3,600 | ||||
| THON - THE PENN STATE IFCPANHELLENIC DANCE MARATHON | |||||||||||
| 210 HUB | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $10,000 | ||||
| TREAS VALLEY FAMILY YMCA | |||||||||||
| 1050 W STATE STREET | BOISE | ID | 83702 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,500 | ||||
| TRUST WOMEN FOUNDATION | |||||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||
| UNIVERSITY OF CHICAGO MEDICINE - SECTION OF HEMATOLOGYONCOLOGY | |||||||||||
| 5841 SOUTH MARYLAND AVE MC 2115 | CHICAGO | IL | 60637 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $300 | ||||
| UNION LEAGUE BOYS & GIRL | |||||||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 60604 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | ||||
| VARISTY S CLUB AT PENN STATE UNIVERSITY | |||||||||||
| 157 BRYCE JORDAN CENTER | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $120 | ||||
| THE HEARING LOSS ASSOCIATION OF AMERICA - WALK 4 HEARING | |||||||||||
| 7910 WOODMONT AVE SUITE 1200 | BETHESDA | MD | 20814 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,600 | ||||
| WOUNDED WARRIOR PROJECT | |||||||||||
| 4899 BELFORT ROAD SUITE 30 | JACKSONVILLE | FL | 32256 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $250 | ||||
| WEST SUBURBAN YMCA | |||||||||||
| 276 CHURCH STREET | NEWTON | MA | 02458 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $600 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,935 | 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 | $1,526 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $144,295 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $238 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $625,499 | 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 | $771,558 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $771,558 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3&4 | LineNumberTxt |
| Relationship Statement | 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. | RelationshipStatementTxt |
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 | $2,350 | Amt |
| Net Investment Income | $2,350 | 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 | $3,876,902 | EOYBookValueAmt |
| EOYFMV | $3,923,423 | 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 | $201,523 | BookValueAmt |
| EOYFMV | $201,523 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEE | CategoryTxt |
| Legal Fees | $1,026 | LegalFeesAmt |
| Net Investment Income | $1,026 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $253 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND FILING FEES | $25 | $25 | $0 |
| INVESTMENT ADVISORY FEES | $16,265 | $16,265 | $0 |
| INSURANCE EXPENSE | $42,750 | $0 | $0 |
| OTHER | $156 | $156 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $238 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $238 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $238 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $7,362 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments