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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-31T16:27:42-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-18DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSCOTT P WEINGART CPAName
Phone8474441040Phone
Date Prepared2011-05-18DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3935505FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss162202DividendsRevAndExpnss
Dividends Net Invst Incm161485DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss283092NetGainSaleAssetsRevAndExpnss
Gross Sales Price3478803GrossSalesPrice
Capital Gain Net Incm Net Invst Incm283092CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses445294TotalRevenueAndExpenses
Total Net Investment Income444577TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss255LegalFeesRevAndExpnss
Legal Fees Net Invst Incm255LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss2000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2000AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss3311TaxesRevAndExpnss
Taxes Net Invst Incm1311TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss20759OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm20761OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss26325TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm24327TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss202450ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps202450ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss228775TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm24327TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps202450TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses216519ExcessOfRevenueOverExpenses
Net Investment Income420250NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY22929SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY7959SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV7959SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY3165335InvestmentsCorpStockBOY
Investments Corp Stock EOY3404335InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3924398InvestmentsCorpStockEOYFMV
Other Assets BOY10659OtherAssetsBOY
Other Assets EOY3148OtherAssetsEOY
Other Assets EOYFMV3148OtherAssetsEOYFMV
Total Assets BOY3198923TotalAssetsBOY
Total Assets EOY3415442TotalAssetsEOY
Total Assets EOYFMV3935505TotalAssetsEOYFMV
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 BOY3198923RetainedEarningsBOY
Retained Earnings EOY3415442RetainedEarningsEOY
Total Net Assets BOY3198923TotalNetAssetsBOY
Total Net Assets EOY3415442TotalNetAssetsEOY
Total Liabilities Net Assets BOY3198923TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3415442TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3198923TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses216519ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal3415442Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY3415442TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
WELLS FARGO NET STCLP2009-12-312010-12-311638656163521734393439
WELLS FARGO NET LTCLP2008-12-312010-12-3117689101560494208416208416
ISRAELI BONDSP2007-12-312010-12-31495004950049500
CAPITAL GAINS DIVIDENDSP217372173721737
FieldValueIRS element (for citing)
Capital Gain Net Income283092CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1149397QualifyingDistributionsYear1
Noncharitable Assets Year13163456NoncharitableAssetsYear1
Distribution Ratio Year10.047226DistributionRatioYear1
Qualifying Distributions Year2140840QualifyingDistributionsYear2
Noncharitable Assets Year23706607NoncharitableAssetsYear2
Distribution Ratio Year20.037997DistributionRatioYear2
Qualifying Distributions Year3152399QualifyingDistributionsYear3
Noncharitable Assets Year33948286NoncharitableAssetsYear3
Distribution Ratio Year30.038599DistributionRatioYear3
Qualifying Distributions Year481065QualifyingDistributionsYear4
Noncharitable Assets Year42788369NoncharitableAssetsYear4
Distribution Ratio Year40.029073DistributionRatioYear4
Qualifying Distributions Year549822QualifyingDistributionsYear5
Noncharitable Assets Year51652999NoncharitableAssetsYear5
Distribution Ratio Year50.030140DistributionRatioYear5
Total Distribution Ratio0.183035TotalDistributionRatio
Average Distribution Ratio0.036607AverageDistributionRatio
Net Noncharitable Assets3771432NetNoncharitableAssets
Adjusted Noncharitable Assets138061AdjustedNoncharitableAssets
One Percent Net Investment Income4203OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One142264AdjNonchrtblAssetsAndOnePct
Qualifying Distributions202450QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax4203InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal4203Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income4203TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1051EstTaxPaymentsAndOverpayment
Total Credits And Payments1051TotalCreditsAndPayments
Tax Due3152TaxDue

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 Securities3806518AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances15444AvgMonthlyCashBalances
FMV All Other Noncharitable Assets6903FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3828865TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3828865AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable57433CashDeemedCharitable
Net Noncharitable Assets3771432NetNoncharitableAssets
Minimum Investment Return188572MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return188572MinimumInvestmentReturn
Tax Based On Investment Income4203TaxBasedOnInvestmentIncome
Total Tax4203TotalTax
Distributable Amount Before Adj184369DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded184369DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted184369DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions202450ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions202450QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm4203OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions198247AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted184369DistributableAmountAsAdjusted
Undistributed Income Prior Year157252UndistributedIncomePriorYear
Prior Year12008PriorYear1
Total For Prior Years18677TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions202450QualifyingDistributions
Applied To Year1157252AppliedToYear1
Applied To Prior Years18677AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year26521AppliedToCurrentYear
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 CY157848UndistributedIncomeCY
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 (52 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$1,250
ADL
605 THIRD AVENEW YORKNY10158NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
SOO MI HOCKEY ASSN
PO BOX 241 SAULTSTE MARIEMI49783NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$750
AUTISM SPEAKS
2 PARK AVENUE 11TH FLOORNEW YORKNY10016NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
BEAR HUGS
PO BOX 2116VENICEFL342842116NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
AMERICAN JEWISH WORLD SERVICE
45 W 36TH STREETNEW YORKNY10018NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$8,000
AMERICAN RED CROSS
310 S RACINE AVE 6RCHICAGOIL60607NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
BIRDIE FOR ST JUDE
262 DANNY THOMAS PLACEMEMPHISTN38105NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
BOISE YMCA
1050 WEST STATE STREETBOISEID83702NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
CHICAGOLAND JEWISH HIGH SCHOOL
1095 LAKE COOK ROADDEERFIELDIL60015NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,100
COVE SCHOOL
350 LEE ROADNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON RD 2ND FLOORBETHESDAMD20814NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,000
DEERFIELD HS SCHOOL
1959 WAUKEGAN RDDEERFIELDIL600151897NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$6,800
DEERFIELD LIONS FDN
PO BOX 11DEERFIELDIL600150011NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
BRAD COHEN TOURETTE FDN
855 WOODSTOCK RD STE 430-354ROSWELLGA30075NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
CAMP RAMAH SCHOLARSHIP FUND
65 E WACKER PLACE STE 1200CHICAGOIL60601NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,800
CCCD
95 WOLF HARBOR ROADMILFORDCT06461NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$450
CHICAGO TRIBUNE
435 N MICHIGAN AVECHICAGOIL60611NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
EVANS SCHOLARS FOUNDATION
1 BRIAR ROADGOLFIL60029NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,400
GLIMMER OF HOPE
3600 NORTH CPITAL OF TX 303AUSTINTX78746NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$600
I LOVE YOU GUYS
PO BOX 1230BAILEYCO80421NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
FRIENDS OF THE IDF
29 E MADISONCHICAGOIL60602NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$20,000
JUNIOR HERITAGE VERIZON
71 LIGHTHOUSE ROAD STE 4200HILTON HEAD ISLANDSC29928NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
MAZON
10494 SANTA MONICA BLVD STE 100LOS ANGELESCA94704NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
MIAMI UNIVERSITY FDN
725 E CHESTNUTST OXFORDOH45056NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
ILLINOIS SPECIAL OLYMPICS
605 E WILLOW STREETNORMALIL617612682NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
JERRY LEWIS MUSCULAR DYSTROPHY ASSOCIATION
3300 E SUNRISE DRIVETUSCONAZ85718NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$5,500
JEWISH COMMUNAL FUND
575 MADISON AVENUE SUITE 703NEW YORKIL10022NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$25,000
JEWISH UNITED FUND
30 S WELLS STCENTERVILLEIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$300
JUVENILE DIABETES RESEARCH FOUNDATION WALK
26 BROADWAY 14TH FLOORNEW YORKNY10004NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
KESHET
30 S WELLSCHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$6,000
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$3,000
ORPHANS OF THE STORM
PO BOX 838KITTANNINGPA16201NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,750
RELAY FOR LIFE
PO BOX 22718OKLAHOMA CITYOK731231718NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
ORANGE KRUSH FDN
1305 W GREEN STREETURBANAIL61801NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
SHAARE ZEDEK ACSZ
6670 N LINCOLN AVELINCOLNWOODIL60712NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$18,000
SAVE THE DOLPHINS
2150 ALSTON WAY STE 460BERKLEYCA94704NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$300
SHALVA
1610 W HIGHLAND AVE 9CHICAGOIL60660NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$9,000
SCOTT ROBERTSON MEMORIAL
PO BOX 33ROANOKEVA24002NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$500
SUSAN G KOMEN FOR THE CURE
5005 LBJ FREEWAY SUITE 250DALLASTX75244NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
SOO LAKEN S BANTON
515 EAST 6TH STREETAUSTINTX78765NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$400
TEMPLE BETH-EL
3610 DUNDEE ROADNORTHBROOKIL60062NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,400
THE ARK
6450 N CALIFORNIACHICAGOIL60645NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$11,000
THE BIRTH RIGHT ISRAEL FOUNDATION
30 S WELLS STCHICAGOIL60606NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
THE CHILDRENS PLACE
1436 W RANDOLPH STCHICAGOIL60602NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$3,000
THE JAMIE GROUP
PO BOX 4396AUSTINTX78765NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,050
THE SECOND MILE
1402 SOUTH ATHERTON STREETSTATE COLLEGEPA16801NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$4,000
THE TREASURE VALLEY YMCA
1050 W STATE STREETBOISEID83702NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$2,000
PENN STATE DANCE MARATHON
210 HUBUNIVERSITY PARKPA16802NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$10,500
WEST DEERFIELD TWP FOOD
601 DEERFIELD ROADDEERFIELDIL60015NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$6,000
WOMEN AT RISK
119 COURTLAND STROCKFORDMI49341NONE501(C)(3)TO FURTHER GOALS OF THE CHARITABLE ORGANIZATION$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year202450TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income162202RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income283092RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income445294RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA445294TotalPartXVIA

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$2,000Amount
Net Investment Income2000NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE 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

FieldValueIRS element (for citing)
Name Of StockSECURITIESNameOfStock
EOY Book Value3404335EOYBookValue
EOYFMV3924398EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGALCategory
Amount$255Amount
Net Investment Income255NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
DIVIDENDS RECEIVABLE1064331383138
INTEREST RECEIVABLE161010

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK AND FILING FEES485248520
INVESTMENT ADVISORY FEES15674156740
MISC INVESTMENT EXPENSES2332350

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAX PAID$1,31113110
INCOME TAX$2,00000

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