JBS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JBS FOUNDATION (EIN 38-3713152)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349100920
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:17:04-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SAUNDERS ROAD SUITE 300 | AddressLine1 |
| City | RIVERWOODS | City |
| State | IL | State |
| ZIP Code | 60015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DEERFIELD | City |
| State | IL | State |
| ZIP Code | 60015 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD LAVIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8473170677 | PhoneNum |
| Signature | 2014-05-14 | 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 | 2014-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,308,327 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $373,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,330,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $373,716 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $946 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $946 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $472,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $472,137 | 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 | $565 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $565 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,482 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,732 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $205,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $455,840 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,727 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,320 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,433,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,659,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,283,755 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $189 | OtherAssetsBOYAmt |
| Other Assets EOY | $253 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $253 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,477,895 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,683,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,308,327 | 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 | $3,477,895 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,683,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,477,895 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,683,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,477,895 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,683,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,477,895 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $205,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,683,848 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,683,848 | 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 | 2013-01-01 | 2013-12-31 | $1,153,241 | $1,048,524 | $104,717 | $104,717 |
| WELLS FARGO - LONG TERM | P | 2012-12-31 | 2013-12-31 | $2,110,309 | $1,908,342 | $201,967 | $201,967 |
| CAPITAL GAINS DIVIDENDS | P | $67,032 | $67,032 | $67,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $373,716 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,890 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,559,692 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $185,667 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,706,058 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050098 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $198,247 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,771,432 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052565 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,397 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,163,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047226 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,840 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,706,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037997 | DistributionYr5Rt |
| Total Distribution | 0.247411 | TotalDistributionRt |
| Average Distribution | 0.049482 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,917,011 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $193,822 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,558 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $198,380 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $201,190 | 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 | $4,558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $2,562 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DEERFIELD | City |
| State | IL | State |
| ZIP Code | 60015 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,942,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $221 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,976,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,976,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,917,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,558 | TotalTaxAmt |
| Distributable Before Adj | $191,293 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $191,293 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $191,293 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,190 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $201,190 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,558 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,632 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,453 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,190 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,453 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,737 | 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 | $102,556 | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A SAFE PLACE | ||||||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,500 | |||||
| AMERICAN CANCER SOCIETY | ||||||||||||
| 250 WILLIAMS STREET NW | ALEXANDRIA | GA | 30303 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | |||||
| BEAR HUGS CHILDREN'S FUND | ||||||||||||
| 365 CARRIAGE WAY | DEERFIELD | IL | 60015 | 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 | $3,000 | SHLOMO HALEVI 5 | JERUSALEM | IS | 91451 | |||||
| BLUE DEVIL HOCKEY ORGANIZATION | ||||||||||||
| 605 RIDGE ST | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,700 | |||||
| BOOSTER CLUB | ||||||||||||
| P O BOX 1355 | DECATUR | AL | 35602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $750 | |||||
| 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 E WACKER PLACE STE 1200 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,800 | |||||
| CHICAGO TRIBUNE CHARITIES | ||||||||||||
| 435 MICHIGAN AVENUE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 | |||||
| CONWAY FARMS FDN | ||||||||||||
| 425 S CONWAY FARM DR | LAKE FOREST | IL | 60045 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $400 | |||||
| CROSSOVER 4 CANCER CF | ||||||||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $300 | |||||
| DHS SCHOOL CHEST | ||||||||||||
| 1959 WAUKEGAN RD | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,500 | |||||
| FAMILIES AGAINST NARCOTICS | ||||||||||||
| 511 ASHMUN STREET | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | |||||
| 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 | $5,000 | |||||
| FRIENDS OF IDF | ||||||||||||
| 29 E MADISON | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $22,000 | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 2126 S 17TH AVE | BROADVIEW | IL | 60155 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,500 | |||||
| JEWISH CHILD & FAMILY | ||||||||||||
| 216 W JACKSON BLVD SUITE 800 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 | |||||
| FEDERATION OF JEWISH RELIEF ORGANISATIONS | ||||||||||||
| 24 W 30TH ST 4TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | |||||
| JUF - JEWISH UNITED FUND | ||||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $27,000 | |||||
| KDR FOUNDATION - THE KAPPA DELTA RHO FOUNDATION | ||||||||||||
| PO BOX 1979 511 511 ASHMUN STREET | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | STE 200 | ||||
| KESHET COE WORKER PROGRAM | ||||||||||||
| 617 LANDWEHR RD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $23,000 | |||||
| LYON'S CLUB OF DEERFIELD | ||||||||||||
| PO BOX 11 | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | |||||
| MDA - THE MUSCULAR DYSTROPHY ASSOCIATION | ||||||||||||
| 3300 E SUNRISE DRIVE | TUCSON | AZ | 85718 | 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 | $1,500 | |||||
| MIRACLES IN PROGRESS | ||||||||||||
| 2901 DOWNING AVENUE | WESTCHESTER | IL | 60154 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,500 | |||||
| MISERICORDIA | ||||||||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,100 | |||||
| MUSIC THEATRE OF HIGHLAND PARK | ||||||||||||
| 1850 GREEN BAY RD | HIGHLAND PARK | IL | 60035 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $400 | |||||
| NORTHWESTERN UNIVERSITY - ATHLETIC DEPARTMENT | ||||||||||||
| 1800 SHERIDAN RD | EVANSTON | IL | 60208 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | |||||
| POLARIS PROJECT | ||||||||||||
| PO BOX 53315 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | |||||
| RESTORING THE PATH | ||||||||||||
| 1406 WEST 64TH STREET | CHICAGO | IL | 60636 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $300 | |||||
| RILEY'S CHILDREN HOSPITAL | ||||||||||||
| 30 S MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | |||||
| SHALVA | ||||||||||||
| 1610 W HIGHLAND AVE 9 | CHICAGO | IL | 60660 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $10,000 | |||||
| SMHA PEE WEE A | ||||||||||||
| PO BOX 241 | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | |||||
| SOO MICHIGAN HOCKEY ASSOCIATION | ||||||||||||
| PO BOX 241 | SAULT STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | |||||
| SYCAMORE UNITED METHODIST CHURCH | ||||||||||||
| 160 JOHNSON AVE | SYCAMORE | IL | 60178 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | |||||
| TEMPLE BETH EL | ||||||||||||
| 3610 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $19,040 | |||||
| THE ARK | ||||||||||||
| 6450 N CALIFORNIA | CHICAGO | IL | 60645 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $8,000 | |||||
| THE CHILDRENS PLACE | ||||||||||||
| 1436 W RANDOLPH ST | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,600 | |||||
| THE FORWARD ASSOCIATION | ||||||||||||
| 125 MAIDEN LANE 8TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 | |||||
| THON 4 DIAMOND | ||||||||||||
| 201 HUB | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,500 | |||||
| TREAS VALLEY FAMILY YMCA | ||||||||||||
| 1050 W STATE STREET | BOISE | ID | 83702 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 | |||||
| TRUST WOMEN FOUNDATION | ||||||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,500 | |||||
| UNIVERSITY OF CHICAGO MEDICINE | ||||||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 | |||||
| VIETNAM VETERANS OF AMERICA | ||||||||||||
| 907 N MILWAUKEE AVE | LIBERTYVILLE | IL | 60048 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | |||||
| VOICES AGAINST BRAIN CANCER | ||||||||||||
| 1375 BROADWAY 3RD FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,000 | |||||
| WALK 4 HEARING | ||||||||||||
| 7910 WOODMONT AVE SUITE 1200 | BETHESDA | MD | 20814 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 | |||||
| WEST DEERFIELD FOOD PANTRY | ||||||||||||
| 601 DEERFIELD ROAD | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $8,500 | |||||
| WOUNDED WARRIOR PROJECT | ||||||||||||
| 4899 BELFORT ROAD SUITE 30 | JACKSONVILLE | FL | 32256 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,190 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $97,892 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $946 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $373,716 | 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 | $472,558 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $472,558 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $3,659,276 | EOYBookValueAmt |
| EOYFMV | $4,283,755 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEE | CategoryTxt |
| Legal Fees | $565 | LegalFeesAmt |
| Net Investment Income | $565 | 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 | $189 | BOYBookValueAmt |
| EOY Book Value | $253 | EOYBookValueAmt |
| EOYFMV | $253 | 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 | $10 | $10 | $0 |
| INVESTMENT ADVISORY FEES | $15,722 | $15,722 | $0 |
| INSURANCE EXPENSE | $42,750 | $0 | $0 |
| NONDEDUCTIBLE CONTRIBUTIONS | $3,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $415 | $415 | $415 |
| COLLECTABLES GAIN | $531 | $531 | $531 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $3,368 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments