JBS FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JBS FOUNDATION (EIN 38-3713152)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-12
IRS object ID
201322249349100147
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-12T16:06:08-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN362787513EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHUNOWITZ TEITELBAUM & MANDEL LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1302 SAUNDERS ROAD SUITE 300AddressLine1
CityRIVERWOODSCity
StateILState
ZIP Code60015ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN383713152EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JBS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJBSFNameControl
Phone8473170677Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 ASPEN WAYAddressLine1
CityDEERFIELDCity
StateILState
ZIP Code60015ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRONALD LAVINName
TitlePRESIDENTTitle
Phone8473170677Phone
Date Signed2013-08-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSCOTT P WEINGART CPAName
PTINP00047723PTIN
Phone8474441040Phone
Date Prepared2013-08-01DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3644995FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss12InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm12InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss116900DividendsRevAndExpnss
Dividends Net Invst Incm114872DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss65592NetGainSaleAssetsRevAndExpnss
Gross Sales Price2839246GrossSalesPrice
Capital Gain Net Incm Net Invst Incm65592CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses182504TotalRevenueAndExpenses
Total Net Investment Income180476TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2150AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2150AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss22TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss62239OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm15332OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss64411TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm17482TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss213520ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps213520ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss277931TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm17482TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps213520TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-95427ExcessOfRevenueOverExpenses
Net Investment Income162994NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY22459SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY43727SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV43727SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY3541037InvestmentsCorpStockBOY
Investments Corp Stock EOY3433979InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3601079InvestmentsCorpStockEOYFMV
Other Assets BOY9826OtherAssetsBOY
Other Assets EOY189OtherAssetsEOY
Other Assets EOYFMV189OtherAssetsEOYFMV
Total Assets BOY3573322TotalAssetsBOY
Total Assets EOY3477895TotalAssetsEOY
Total Assets EOYFMV3644995TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY3573322RetainedEarningsBOY
Retained Earnings EOY3477895RetainedEarningsEOY
Total Net Assets BOY3573322TotalNetAssetsBOY
Total Net Assets EOY3477895TotalNetAssetsEOY
Total Liabilities Net Assets BOY3573322TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3477895TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3573322TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-95427ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal3477895Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY3477895TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
WELLS FARGO - SHORT TERMP2012-01-012012-12-3120467862081620-34834-34834
WELLS FARGO - LONG TERMP2011-12-312012-12-317551536920346311963119
CAPITAL GAINS DIVIDENDSP373073730737307
FieldValueIRS element (for citing)
Capital Gain Net Income65592CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1185667QualifyingDistributionsYear1
Noncharitable Assets Year13706058NoncharitableAssetsYear1
Distribution Ratio Year10.050098DistributionRatioYear1
Qualifying Distributions Year2198247QualifyingDistributionsYear2
Noncharitable Assets Year23771432NoncharitableAssetsYear2
Distribution Ratio Year20.052565DistributionRatioYear2
Qualifying Distributions Year3149397QualifyingDistributionsYear3
Noncharitable Assets Year33163456NoncharitableAssetsYear3
Distribution Ratio Year30.047226DistributionRatioYear3
Qualifying Distributions Year4140840QualifyingDistributionsYear4
Noncharitable Assets Year43706607NoncharitableAssetsYear4
Distribution Ratio Year40.037997DistributionRatioYear4
Qualifying Distributions Year5152399QualifyingDistributionsYear5
Noncharitable Assets Year53948286NoncharitableAssetsYear5
Distribution Ratio Year50.038599DistributionRatioYear5
Total Distribution Ratio0.226485TotalDistributionRatio
Average Distribution Ratio0.045297AverageDistributionRatio
Net Noncharitable Assets3559692NetNoncharitableAssets
Adjusted Noncharitable Assets161243AdjustedNoncharitableAssets
One Percent Net Investment Income1630OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One162873AdjNonchrtblAssetsAndOnePct
Qualifying Distributions213520QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1630InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1630Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1630TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment305EstTaxPaymentsAndOverpayment
Tax Paid With Extension1400TaxPaidWithExtension
Total Credits And Payments1705TotalCreditsAndPayments
Penalty For Underpayment28PenaltyForUnderpayment
Overpayment47Overpayment
Amount Credited To Next Year47AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithILStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1RONALD AND LISA LAVINBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8473170677BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1150 ASPEN WAYAddressLine1
CityDEERFIELDCity
StateILState
ZIP Code60015ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RONALD LAVIN
150 ASPEN WAYDEERFIELDIL60015PRESIDENT1.00000
LISA LAVIN
150 ASPEN WAYDEERFIELDIL60015TREASURER AND SECRETARY1.00000
NELIDA BERNHEIM
117 CARY AVENUEHIGHLAND PARKIL60035DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities3575801AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances33093AvgMonthlyCashBalances
FMV All Other Noncharitable Assets5007FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3613901TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3613901AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable54209CashDeemedCharitable
Net Noncharitable Assets3559692NetNoncharitableAssets
Minimum Investment Return177985MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return177985MinimumInvestmentReturn
Tax Based On Investment Income1630TaxBasedOnInvestmentIncome
Total Tax1630TotalTax
Distributable Amount Before Adj176355DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded176355DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted176355DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions213520ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions213520QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1630OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions211890AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted176355DistributableAmountAsAdjusted
Undistributed Income Prior Year149618UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions213520QualifyingDistributions
Applied To Year1149618AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year63902AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY112453UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRONALD LAVINContributingManager
Contributing ManagerLISA LAVINContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (55 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
A SAFE PLACE
220 E CHICAGO AVECHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
AUTISM SPEAKS
2 PARK AVENUE 11TH FLOORNEW YORKNY10016NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,100
BEAR HUGS
PO BOX 2116VENICEFL342842116NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,200
BUILD INC
3100 DUNDEE RD SUITE 508NORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
CAMP RAMAH SCHOLARSHIP FUND
65 E WACKER PLACE STE 1200CHICAGOIL60601NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,800
CHICAGO SCHOLARS
55 EAST JACKSON BOULEVARD 1010CHICAGOIL60604NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION;LISTTOTAL 0$4,000
CONWAY FARMS FOUNDATION
425 S CONWAY FARM DRLAKE FORESTIL60045NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$400
DHS BOOSTER CLUB
P O BOX 1355DECATURAL35602NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$300
DHS SCHOOL CHEST
1959 WAUKEGAN RDDEERFIELDIL60015NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,500
FRIENDS OF THE IDF
29 E MADISONCHICAGOIL60602NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$20,000
FRIENDSHIP CIRCLE
2095 LANDWEHR ROADNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,800
JEWISH CHILD & FAMILY
216 W JACKSON BLVD SUITE 800CHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,000
KESHET
30 S WELLSCHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION;LISTTOTAL 3500$3,500
KESHET SCHOOL
3210 DUNDEE RDNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,000
MISERCORDIA
6300 N RIDGE AVECHICAGOIL60660NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,100
NORTHWESTERN UNIVERSITY
633 CLARK STREETURBANAIL61801NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
RELAY FOR LIFE
PO BOX 22718OKLAHOMA CITYOK731231718NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,200
RILEY CHILDRENS HOSPITAL
30 S MERIDIAN STREETINDIANAPOLISIN46204NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$700
SHALVA
1610 W HIGHLAND AVE 9CHICAGOIL60660NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION;LISTTOTAL 9000$6,000
TEMPLE BETH-EL
3610 DUNDEE ROADNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION;LISTTOTAL 5820$15,350
THE ARK
6450 N CALIFORNIACHICAGOIL60645NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION;LISTTOTAL 9500$5,000
THE CHILDRENS PLACE
1436 W RANDOLPH STCHICAGOIL60602NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
THE FIRST TEE
425 SOUTH LEGACY TRAILST AUGUSTINEFL32092NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
THE LEUKEMIA LYMPHOMA
1311 MAMARONECK AVENUEWHITE PLAINSNY10605NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,000
THE TREASURE VALLEY YMCA
1050 W STATE STREETBOISEID83702NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION;LISTTOTAL 3000$3,500
WEST DEERFIELD TWP FOOD
601 DEERFIELD ROADDEERFIELDIL60015NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$7,000
ALEX GERRARD CHARITABLE - CO KESHET
30 S WELLS STREETCHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
AMERICAN CANCER SOC RELAY
250 WILLIAMS STREET NWATLANTAGA30303NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$901
RELAY FOR LIFE
PO BOX 22718OKLAHOMA CITYOK731231718NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,200
CHYOLAND JEWISH HS
1095 LAKE COOK RDDEERFIELDIL60015NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
DANNY DID ORG
PO BOX 46576CHICAGOIL60646NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
DEERFIELD PARENT NETWORK (DHS)
1959 N WAUKEGAN RDDEERFIELDIL60015NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$100
FOUR DIAMONDS FUND
600 CENTERVIEW DRIVE STE 1103HERSHEYPA17033NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
FRIENDS OF THE ARTS DHS
1959 N WAUKEGAN ROADDEERFIELDIL60015NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$249
FURNISHING HOPE
3857 BIRCH STREET 503NEWPORT BEACHCA92660NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
JACK JABLONSKI FUND
3001 LOUISIANA AVE NORTHMINNEAPOLISMN55427NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
JDRF (JUVENILE DIABETES RESEARCH FOUNDATION)
26 BROADWAYNEW YORKNY10004NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$550
JOE WORKER PROGRAM KASHE
617 LANDWEHR RDNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,000
JUF - JEWISH UNITED FUND
30 S WELLS STREETCHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$26,000
LYONS CLUB
300 WEST 22ND STREETOAK BROOKIL60523NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
MAXWELLS FAMILY
1504 SANTA FE STREETLEAVENWORTHKS66048NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
NU ATHLETICS (NORTHWESTERN UNIVERSITY)
1501 CENTRAL STREETEVANSTONIL60205NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$23,000
NU HILLEL (NORTHWESTERN UNIVERSITY)
629 FOSTER STREETEVANSTONIL60201NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
POLARIS PROJECT
PO BOX 53315WASHINGTONDC20009NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,500
RILEY CHILDREN HOSPITAL
705 RILEY HOSPITAL DRIVEINDIANAPOLISIN46202NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
ROHA 99 EAGLES
1403 LEXINGTON BLVDROYAL OAKMI48073NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22313NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,300
SHAARE ZEDEK
829 N HANLEY RDUNIVERSITY CITYMO63130NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$10,000
SHALVA
1610 W HIGHLAND AVE 9CHICAGOIL60660NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
SOO EAGLE BOOSTER INC
PO BOX 1432SAULT SAINTE MARIEMI49783NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,500
PA STATE UNIVERSITY
2986 N SECOND STREETHARRISBURGPA17110NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
THON 4 DIAMOND
201 HUBUNIVERSITY PARKPA16802NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,270
THON HERSHEY MEDICAL CENTER
500 UNIVERSITY DRHERSHEYPA17033NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$20,000
TRIBUNE
435 MICHIGAN AVENUECHICAGOIL60611NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
VARSITY S CLUB PENN STATE UNIVERSITY
157 BRYCE JORDAN CENTERUNIVERSITY PARKPA16802NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year213520TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income12RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income116900RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income65592RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income182504RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA182504TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number3&4LineNumber
Relationship StatementTHE 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.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$2,150Amount
Net Investment Income2150NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockSECURITIESNameOfStock
EOY Book Value3433979EOYBookValue
EOYFMV3601079EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
DIVIDENDS RECEIVABLE5669189189
CASH SURRENDER VALUE415700

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK AND FILING FEES25250
INVESTMENT ADVISORY FEES15307153070
INSURANCE EXPENSE4690700

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryINCOME TAXCategory
Amount$22Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.