JBS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JBS FOUNDATION (EIN 38-3713152)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-31
- IRS object ID
- 201111519349100411
- Schema version
- 2010v3.2
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-31T16:27:42-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUNOWITZ TEITELBAUM & MANDEL LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383713152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JBS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JBSF | NameControl |
| Phone | 8473170677 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD LAVIN | Name |
| Title | PRESIDENT | Title |
| Phone | 8473170677 | Phone |
| Date Signed | 2011-05-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT P WEINGART CPA | Name |
| Phone | 8474441040 | Phone |
| Date Prepared | 2011-05-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3935505 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 162202 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 161485 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 283092 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3478803 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 283092 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 445294 | TotalRevenueAndExpenses |
| Total Net Investment Income | 444577 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 255 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 255 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3311 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1311 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20759 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20761 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 26325 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24327 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 202450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 202450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 228775 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24327 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 202450 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 216519 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 420250 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 22929 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7959 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7959 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3165335 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3404335 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3924398 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 10659 | OtherAssetsBOY |
| Other Assets EOY | 3148 | OtherAssetsEOY |
| Other Assets EOYFMV | 3148 | OtherAssetsEOYFMV |
| Total Assets BOY | 3198923 | TotalAssetsBOY |
| Total Assets EOY | 3415442 | TotalAssetsEOY |
| Total Assets EOYFMV | 3935505 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3198923 | RetainedEarningsBOY |
| Retained Earnings EOY | 3415442 | RetainedEarningsEOY |
| Total Net Assets BOY | 3198923 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3415442 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3198923 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3415442 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3198923 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 216519 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3415442 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3415442 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| WELLS FARGO NET STCL | P | 2009-12-31 | 2010-12-31 | 1638656 | 1635217 | 3439 | 3439 |
| WELLS FARGO NET LTCL | P | 2008-12-31 | 2010-12-31 | 1768910 | 1560494 | 208416 | 208416 |
| ISRAELI BONDS | P | 2007-12-31 | 2010-12-31 | 49500 | 49500 | 49500 | |
| CAPITAL GAINS DIVIDENDS | P | 21737 | 21737 | 21737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 283092 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 149397 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3163456 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047226 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 140840 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3706607 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037997 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 152399 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3948286 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.038599 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 81065 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2788369 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.029073 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 49822 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1652999 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.030140 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.183035 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036607 | AverageDistributionRatio |
| Net Noncharitable Assets | 3771432 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 138061 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4203 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 142264 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 202450 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4203 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4203 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4203 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1051 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1051 | TotalCreditsAndPayments |
| Tax Due | 3152 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD AND LISA LAVIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8473170677 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3806518 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 15444 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 6903 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3828865 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3828865 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 57433 | CashDeemedCharitable |
| Net Noncharitable Assets | 3771432 | NetNoncharitableAssets |
| Minimum Investment Return | 188572 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 188572 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4203 | TaxBasedOnInvestmentIncome |
| Total Tax | 4203 | TotalTax |
| Distributable Amount Before Adj | 184369 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 184369 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 184369 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 202450 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 202450 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4203 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 198247 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 184369 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 157252 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Total For Prior Years | 18677 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 202450 | QualifyingDistributions |
| Applied To Year1 | 157252 | AppliedToYear1 |
| Applied To Prior Years | 18677 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 26521 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 157848 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD LAVIN | ContributingManager |
| Contributing Manager | LISA LAVIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (52 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| A SAFE PLACE | |||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,250 |
| ADL | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 |
| SOO MI HOCKEY ASSN | |||||||
| PO BOX 241 SAULT | STE MARIE | MI | 49783 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $750 |
| AUTISM SPEAKS | |||||||
| 2 PARK AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 |
| BEAR HUGS | |||||||
| PO BOX 2116 | VENICE | FL | 342842116 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $8,000 |
| AMERICAN RED CROSS | |||||||
| 310 S RACINE AVE 6R | CHICAGO | IL | 60607 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 |
| BIRDIE FOR ST JUDE | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 |
| BOISE YMCA | |||||||
| 1050 WEST STATE STREET | BOISE | ID | 83702 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 |
| CHICAGOLAND JEWISH HIGH SCHOOL | |||||||
| 1095 LAKE COOK ROAD | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,100 |
| COVE SCHOOL | |||||||
| 350 LEE ROAD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON RD 2ND FLOOR | BETHESDA | MD | 20814 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,000 |
| DEERFIELD HS SCHOOL | |||||||
| 1959 WAUKEGAN RD | DEERFIELD | IL | 600151897 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $6,800 |
| DEERFIELD LIONS FDN | |||||||
| PO BOX 11 | DEERFIELD | IL | 600150011 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 |
| BRAD COHEN TOURETTE FDN | |||||||
| 855 WOODSTOCK RD STE 430-354 | ROSWELL | GA | 30075 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 |
| CAMP RAMAH SCHOLARSHIP FUND | |||||||
| 65 E WACKER PLACE STE 1200 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,800 |
| CCCD | |||||||
| 95 WOLF HARBOR ROAD | MILFORD | CT | 06461 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $450 |
| CHICAGO TRIBUNE | |||||||
| 435 N MICHIGAN AVE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 1 BRIAR ROAD | GOLF | IL | 60029 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,400 |
| GLIMMER OF HOPE | |||||||
| 3600 NORTH CPITAL OF TX 303 | AUSTIN | TX | 78746 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $600 |
| I LOVE YOU GUYS | |||||||
| PO BOX 1230 | BAILEY | CO | 80421 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 |
| FRIENDS OF THE IDF | |||||||
| 29 E MADISON | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $20,000 |
| JUNIOR HERITAGE VERIZON | |||||||
| 71 LIGHTHOUSE ROAD STE 4200 | HILTON HEAD ISLAND | SC | 29928 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 |
| MAZON | |||||||
| 10494 SANTA MONICA BLVD STE 100 | LOS ANGELES | CA | 94704 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 |
| MIAMI UNIVERSITY FDN | |||||||
| 725 E CHESTNUT | ST OXFORD | OH | 45056 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 |
| ILLINOIS SPECIAL OLYMPICS | |||||||
| 605 E WILLOW STREET | NORMAL | IL | 617612682 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 |
| JERRY LEWIS MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 3300 E SUNRISE DRIVE | TUSCON | AZ | 85718 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $5,500 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | IL | 10022 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $25,000 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS ST | CENTERVILLE | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $300 |
| JUVENILE DIABETES RESEARCH FOUNDATION WALK | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 |
| KESHET | |||||||
| 30 S WELLS | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $6,000 |
| MISERCORDIA | |||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,100 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | URBANA | IL | 61801 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 |
| ORPHANS OF THE STORM | |||||||
| PO BOX 838 | KITTANNING | PA | 16201 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,750 |
| RELAY FOR LIFE | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 731231718 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 |
| ORANGE KRUSH FDN | |||||||
| 1305 W GREEN STREET | URBANA | IL | 61801 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 |
| SHAARE ZEDEK ACSZ | |||||||
| 6670 N LINCOLN AVE | LINCOLNWOOD | IL | 60712 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $18,000 |
| SAVE THE DOLPHINS | |||||||
| 2150 ALSTON WAY STE 460 | BERKLEY | CA | 94704 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $300 |
| SHALVA | |||||||
| 1610 W HIGHLAND AVE 9 | CHICAGO | IL | 60660 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $9,000 |
| SCOTT ROBERTSON MEMORIAL | |||||||
| PO BOX 33 | ROANOKE | VA | 24002 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $500 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 |
| SOO LAKEN S BANTON | |||||||
| 515 EAST 6TH STREET | AUSTIN | TX | 78765 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $400 |
| TEMPLE BETH-EL | |||||||
| 3610 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,400 |
| THE ARK | |||||||
| 6450 N CALIFORNIA | CHICAGO | IL | 60645 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $11,000 |
| THE BIRTH RIGHT ISRAEL FOUNDATION | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 |
| THE CHILDRENS PLACE | |||||||
| 1436 W RANDOLPH ST | CHICAGO | IL | 60602 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $3,000 |
| THE JAMIE GROUP | |||||||
| PO BOX 4396 | AUSTIN | TX | 78765 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,050 |
| THE SECOND MILE | |||||||
| 1402 SOUTH ATHERTON STREET | STATE COLLEGE | PA | 16801 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $4,000 |
| THE TREASURE VALLEY YMCA | |||||||
| 1050 W STATE STREET | BOISE | ID | 83702 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $2,000 |
| PENN STATE DANCE MARATHON | |||||||
| 210 HUB | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $10,500 |
| WEST DEERFIELD TWP FOOD | |||||||
| 601 DEERFIELD ROAD | DEERFIELD | IL | 60015 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $6,000 |
| WOMEN AT RISK | |||||||
| 119 COURTLAND ST | ROCKFORD | MI | 49341 | NONE | 501(C)(3) | TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 202450 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 162202 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 283092 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 445294 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 445294 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3&4 | LineNumber |
| 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. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 2000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS AGAINST 2008 UNDISTRIBUTED INCOME OF $18,677. | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITIES | NameOfStock |
| EOY Book Value | 3404335 | EOYBookValue |
| EOYFMV | 3924398 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $255 | Amount |
| Net Investment Income | 255 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | 10643 | 3138 | 3138 |
| INTEREST RECEIVABLE | 16 | 10 | 10 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK AND FILING FEES | 4852 | 4852 | 0 |
| INVESTMENT ADVISORY FEES | 15674 | 15674 | 0 |
| MISC INVESTMENT EXPENSES | 233 | 235 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX PAID | $1,311 | 1311 | 0 |
| INCOME TAX | $2,000 | 0 | 0 |
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