LEVA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEVA FAMILY FOUNDATION (EIN 81-2973239)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349103537
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:59:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462353353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSER RAVID JASON BASSO AND FARBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 W MONROE STREET SUITE 2300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606065014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812973239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVA | BusinessNameControlTxt |
| Phone | 7732675770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1773 SPRUCE STREET | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG LEVA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7732675770 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRAIG | PersonFirstNm |
| Person Last | LEVA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN V BASSO | PreparerPersonNm |
| PTIN | P00582766 | PTIN |
| Phone | 3127824710 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,888,277 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,001,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,404 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,404 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $129,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$43,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $976,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,089,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,326 | 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 | $683 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $683 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,072 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,232 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,157 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $388,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $388,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $416,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $392,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $672,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,013,945 | CashBOYAmt |
| Cash EOY | $79,503 | CashEOYAmt |
| Cash EOYFMV | $79,503 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,578,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,578,412 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,308,177 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,796,152 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,189,407 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,151,851 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,448,231 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,272,176 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,637,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $885,858 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $768,779 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,111,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,788,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,888,277 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,111,082 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,788,156 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,111,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,788,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,111,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,788,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,111,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $672,792 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,282 | OtherIncreasesAmt |
| Subtotal | $6,788,156 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,788,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-12-31 | $52,406 | $55,834 | -$3,428 | -$3,428 | |
| PUBLICLY TRADED SECURITIES | 2023-12-31 | $913,262 | $963,548 | -$50,286 | -$50,286 | |
| CAPITAL GAINS DIVIDENDS | $10,590 | $10,590 | $10,590 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$43,124 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,557 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,557 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,587 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,587 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,030 | OverpaymentAmt |
| Applied To ES Tax | $11,030 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 |
| Individual With Books | CRAIG LEVA | IndividualWithBooksNm |
| Phone | 7732675770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1773 SPRUCE STREET | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CRAIG LEVA | ||||||||
| 1773 SPRUCE STREET | HIGHLAND PARK | IL | 60035 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MONETTE LEVA | ||||||||
| 1773 SPRUCE STREET | HIGHLAND PARK | IL | 60035 | SECRETARY | 0.00 | $0 | $0 | $0 |
| CRAIG LEVA | ||||||||
| 1773 SPRUCE STREET | HIGHLAND PARK | IL | 60035 | TREASURER | 0.00 | $0 | $0 | $0 |
| GREGORY MANN | ||||||||
| 191 N WACKER DR SUITE 1800 | CHICAGO | IL | 60606 | DIRECTOR | 0.00 | $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 | $5,539,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $301,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,841,068 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,841,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,753,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $287,673 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $287,673 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,557 | TotalTaxAmt |
| Distributable Before Adj | $286,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $330 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $286,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $286,446 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $392,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $392,216 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,662 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,799 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $257,497 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $443,048 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $392,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $286,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $548,818 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $56,662 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $492,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,799 | ExcessFromYear4Amt |
| Excess From Year3 | $257,497 | ExcessFromYear3Amt |
| Excess From Year2 | $32,027 | ExcessFromYear2Amt |
| Excess From Year1 | $43,063 | ExcessFromYear1Amt |
| Excess From Current Year | $105,770 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $400 |
| NORTH SUBURBAN LEGAL AID CLINIC | |||||||
| 4101 W 51ST ST | CHICAGO | IL | 60632 | NONE | NC | YOUTH DEVELOPMENT / RECREATION /MENTORING / VIOLENCE PROVENTION | $10,000 |
| ROBERTI COMMUNITY HOUSE | |||||||
| 919 8TH ST WAUKEGAN IL 60085 | WAUKEGAN | IL | 60085 | NONE | NC | COMMUNITY SUPPORT | $5,000 |
| GRATITUDE GENERATION - GALA SPONSOR | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | NC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $1,555 |
| CHICAGO FUND FOR SAFE & PEACEFUL COMMUNITIES | |||||||
| 33 S STATE STREET SUITE 750 | CHICAGO | IL | 60603 | NONE | NC | COMMUNITY SUPPORT | $25,000 |
| FAMILY SERVICE OF LAKE COUNTY | |||||||
| 777 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | NONE | NC | SOCIAL SERVICES | $2,500 |
| UNIVERSITY OF WISCONSIN FOUNDATION - DR HARVEY & DONNA WICHMAN SCHOLARSHIP | |||||||
| PO BOX 83426 | GAITHESBURG | MD | 20878 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,000 |
| GRATITUDE GENERATION - EVENT SPONSOR | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | NC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $1,500 |
| OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | NONE | NC | COMMUNITY SUPPORT | $1,000 |
| MERCY HOME FOR BOYS AND GIRLS - MARCH FOR KIDS SPONSOR | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $2,500 |
| EVANSTON SCHOLARS - POMP GALA SPONSOR | |||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $2,500 |
| SPARK VENTURES - SPRING EVENT SPONSOR | |||||||
| 2800 W NORTH SHORE AVE | CHICAGO | IL | 60645 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $2,500 |
| BETH EMET SOUP KITCHEN - KNOBEL FAMILY MATCH | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $2,550 |
| GOFUNDME - PROJECT SEFU - COLE FALLER | |||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | NONE | NC | FAMILY SUPPORT | $525 |
| FAMILY FOCUS | |||||||
| 330 LAUREL AVE | HIGHLAND PARK | IL | 60035 | NONE | NC | COMMUNITY SUPPORT | $250 |
| GRATITUDE GENERATION | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | NC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $1,500 |
| FAMILY FOCUS | |||||||
| 330 LAUREL AVE | HIGHLAND PARK | IL | 60035 | NONE | NC | COMMUNITY SUPPORT | $100 |
| MERCY HOME FOR BOYS & GIRLS - FOR EASTER BASKETS | |||||||
| 1000 GROVE ST | EVANSTON | IL | 60201 | NONE | NC | RECREATION, SPORTS, LEISURE, ATHLETICS | $200 |
| GIRL FORWARD - JOURNEYS EVENT SPONSOR | |||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY - TEAM FALLENDER FUNDRAISE | |||||||
| 3 INTERNATIONAL DR 200 | RYE BROOK | NY | 10573 | NONE | NC | CANCER - BLOOD | $1,000 |
| GO FUND ME - LGC EMPLOYEE FIRE | |||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $525 |
| UNIVERSITY OF CHICAGO MEDICINE - CANCER SUPPORT IN HONOR OF MARNI RABEN | |||||||
| PO BOX 83426 | GAITHESBURG | MD | 20878 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,000 |
| ACT BLUE EDIFY - A SHOT IN THE DARK FOUNDATION - UNDISCOVERED SHOWCASE | |||||||
| 366 SUMMER ST | SOMERVILLE | MA | 02144 | NONE | NC | INTERFAITH UNDERSTANDING | $2,525 |
| NATIONAL MULTIPLE SCLEROSOS SOCIETY - MARK TIGER WALK | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10573 | NONE | NC | MULTIPLE SCLEROSIS RESEARCH | $250 |
| OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | NONE | NC | COMMUNITY SUPPORT | $2,500 |
| BETH EMET SOUP KITCHEN | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $1,000 |
| INSTITUTE FOR NONVIOLENCE CHICAGO | |||||||
| 819 N LEAMINGTON AVE | CHICAGO | IL | 60651 | NONE | NC | COMMUNITY SUPPORT - VIOLENCE PROVENTION | $2,500 |
| COLLEGE BOUND OPPORTUNITIES - SPRING SPONSOR | |||||||
| 2033 N MILWAUKEE AVE 246 | RIVERWOODS | IL | 60015 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $4,500 |
| HEARTLAND ALLIANCE - READI CHICAGO | |||||||
| 208 S LASALLE ST SUITE 1300 | CHICAGO | IL | 60604 | NONE | NC | VIOLENCE PREVENTION | $25,000 |
| METROPOLITAN FAMILY SERVICES - CP4P | |||||||
| 1 NORTH DEARBORN ST SUITE 1000 | CHICAGO | IL | 60602 | NONE | NC | FAMILY SERVICES | $25,000 |
| NEW LIFE CENTERS OF CHICAGOLAND | |||||||
| 4101 W 51ST ST | CHICAGO | IL | 60602 | NONE | NC | YOUTH DEVELOPMENT / RECREATION /MENTORING / VIOLENCE PROVENTION | $2,500 |
| MOTHERS TRUST FOUNDATION | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | NC | SPECIAL NEEDS | $2,500 |
| BUILD | |||||||
| 5100 W HARRISON ST | CHICAGO | IL | 60644 | NONE | NC | HUMAN SEVICES - YOUTH DEVELOPMENT, VIOLENCE PREVENTION, COMMUNITY ENGAGEMENT | $2,500 |
| HELLO BABY | |||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | NC | SOCIAL SUPPORT | $500 |
| GIANTS CLUB - HIGHLAND PARK HIGH SCHOOL | |||||||
| 1954 FIRST ST SUITE 153 | HIGHLAND PARK | IL | 60035 | NONE | NC | SOCIAL SUPPORT | $250 |
| AUTISM SPEAKS | |||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | NC | AUTISM RESEARCH AND SUPPORT | $250 |
| GOFUNDME - UPTOWN THEATRE - SCOTT SCHALLENBARGER SCHOLARSHIP FUND | |||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | NONE | NC | FAMILY SUPPORT | $525 |
| SPARK VENTURES | |||||||
| 2800 W NORTH SHORE AVE | CHICAGO | IL | 60645 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $2,650 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 1400 | BOSTON | MA | 02199 | NONE | NC | INTERNATIONAL HEALTHCARE | $20,000 |
| FACING FORWARD TO END HOMELESSNESS | |||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | NONE | NC | HOMELESS PERSONS CENTERS, SERVICES | $5,000 |
| EVANSTON SCHOLARS - MATCH OPPORTUNITY | |||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $1,000 |
| AMERICAN HEART ASSOCIATION - SEAN GALLAGHER RACE | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | NONE | NC | RESEARCH/SUPPORT - DIABETIS | $250 |
| PALENKE ARTS | |||||||
| 1713 BROADWAY AVE | SEASIDE | CA | 93955 | NONE | NC | ARTS, MUSIC | $500 |
| NETWORK FOR GOOD - DONOR ADVISED FUND FOR ORGANIC ONENESS | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10573 | NONE | NC | MULTIPLE SCLEROSIS RESEARCH | $1,030 |
| NETWORK FOR GOOD - DONOR ADVISED FUND FOR THE CURRENT PROJECT | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10573 | NONE | NC | MULTIPLE SCLEROSIS RESEARCH | $515 |
| ABRAHAMIC HOUSE | |||||||
| 11222 SAINT MICHAELS DR | DALLAS | TX | 75230 | NONE | NC | INTERFAITH UNDERSTANDING | $500 |
| GO FUND ME - NIOLIS COLLAZO - DAUGHTER OF HPHS SECURITY GUARD TERRY JOINER | |||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $525 |
| HELLO BABY | |||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | NC | SOCIAL SUPPORT | $1,140 |
| SHARSHERET | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $180 |
| ROLFE PANCREATIC CANCER FOUNDATION | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | NC | CANCER RESEARCH - PANCREATIC | $1,038 |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | NC | COMMUNITY SUPPORT | $10,000 |
| JUNETEENTH BGOSH | |||||||
| PO BOX 1764 | OSHKOSH | WI | 54903 | NONE | NC | RACIAL CELEBRATION AND SUPPORT | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | NC | INTERNATIONAL DEVELOPMENT, RELIEF SERVICES | $5,000 |
| MADONNA MISSION | |||||||
| PO BOX 8518 | NORTHFIELD | IL | 60093 | NONE | NC | REFUGEE EDUCATION | $1,000 |
| GRATITUDE GENERATION | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | NC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $1,025 |
| NATIONAL MULTIPLE SCLEROSOS SOCIETY - SHAWN HATHORNE BIKE RIDR | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10573 | NONE | NC | MULTIPLE SCLEROSIS RESEARCH | $250 |
| JDRF ILLINOIS - SAM SCHAFFER | |||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | NONE | NC | JUVENILE DIABETIS RESEARCH | $250 |
| SCHOLARSHIP AMERICA - FOR EMPLOYEES OF TWIN ORCHARD CC | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,021 |
| MISERICORDIA | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | NC | SPECIAL NEEDS | $2,500 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | NC | CANCER SUPPORT | $5,000 |
| UPTOWN MUSIC THEATER | |||||||
| PO BOX 83426 | GAITHESBURG | MD | 20878 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $500 |
| AMERICAN DIABETES ASSOCIATION - RICK'S GOLF DAY (CHERI LAVA) | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | NONE | NC | RESEARCH/SUPPORT - DIABETIS | $250 |
| BG FOUNDATION - EVENT SPONSOR SUPPORTING ADVANCED CARE & CEL | |||||||
| 775 CORPORATE WOODS PARKWAY | VERNON HILLS | IL | 60061 | NONE | NC | PRIVATE FOUNDATION | $2,563 |
| GENDER COOL | |||||||
| PO BOX 338 | MILLBRAE | CA | 94030 | NONE | NC | CANCER RESEARCH | $200 |
| FORA - FORGING OPPORTUNITIES FOR REFUGEES IN AMERICA | |||||||
| 6431 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | NC | REFUGEE EDUCATION | $1,000 |
| COLLEGE BOUND OPPORTUNITIES | |||||||
| 2033 N MILWAUKEE AVE 246 | RIVERWOODS | IL | 60015 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $200 |
| GENDER COOL | |||||||
| PO BOX 338 | MILLBRAE | CA | 94030 | NONE | NC | CANCER RESEARCH | $2,500 |
| GO FUND ME - PAYPAL GIVING FUND HAWAII COMMUNITY FOUNDATION - FIRES | |||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $2,550 |
| FREE FUNDER - DEBBIE AXELROD FAMILY HUSBAND'S PASSING | |||||||
| 6431 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | NC | REFUGEE EDUCATION | $273 |
| BG FOUNDATION - EVENT SPONSOR SUPPORTING ADVANCED CARE & CEL | |||||||
| 775 CORPORATE WOODS PARKWAY | VERNON HILLS | IL | 60061 | NONE | NC | PRIVATE FOUNDATION | $300 |
| GASTRIC CANCER FOUNDATION - SARA SWIM | |||||||
| PO BOX 338 | MILLBRAE | CA | 94030 | NONE | NC | CANCER RESEARCH | $500 |
| COMMUNITY PARTNERS FOR AFFORADABLE HOUSING (CPAH) | |||||||
| 2033 N MILWAUKEE AVE 246 | RIVERWOODS | IL | 60015 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $2,500 |
| BETH EMET SOUP KITCHEN | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $1,500 |
| HIGHLAND PARK FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 401 | HIGHLAND PARK | IL | 60035 | NONE | NC | FIREFIGHTER APPRECIATION | $250 |
| THE ARK | |||||||
| 503 E 61ST ST | CHICAGO | IL | 60637 | NONE | NC | POVERTY | $1,800 |
| JEWISH UNITED FUND | |||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | NONE | NC | JUVENILE DIABETIS RESEARCH | $40,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | NC | CANCER SUPPORT | $500 |
| SPARK VENTURES - FALL GALA SPONSOR | |||||||
| 2800 W NORTH SHORE AVE | CHICAGO | IL | 60645 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY - SANDY FUERER ANNUAL BRING BACK THE LIGHT | |||||||
| 3 INTERNATIONAL DR 200 | RYE BROOK | NY | 10573 | NONE | NC | CANCER - BLOOD | $500 |
| BETH EMET SOUP KITCHEN (COSTCO PURCHASES) | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $343 |
| STRIDES FOR PEACE - EXPO SPONSOR | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | NC | CANCER RESEARCH - GASTRO INTESTINAL | $2,500 |
| MCGAW YMCA CAMP ECHO 100 YR ANNIVERSARY SPONSOR | |||||||
| 1000 GROVE ST | EVANSTON | IL | 60201 | NONE | NC | RECREATION, SPORTS, LEISURE, ATHLETICS | $5,000 |
| MERCY HOME FOR BOYS AND GIRLS - PATRICK ZAMKIN CHICAGO MARATHON | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $100 |
| MAGEN DAVID ADOM - ISRAEL | |||||||
| PO BOX 8518 | NORTHFIELD | IL | 60093 | NONE | NC | REFUGEE EDUCATION | $2,500 |
| JEWISH UNITED FUND - ISRAEL EMERGENCY FUND | |||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | NONE | NC | JUVENILE DIABETIS RESEARCH | $2,500 |
| ANTI-DEFAMATION LEAGUE - ISRAEL | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | NC | HUMANITARIAN RELIEF | $2,500 |
| GO FUND ME - TONY CARANI SQAMOUS CELL CARCINOMA | |||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $525 |
| JUST GIVING - YALLA DONATION TO FRIENDS OF THE ISRAEL DEFENSE FORCES - ISRA | |||||||
| PO BOX 1764 | OSHKOSH | WI | 54903 | NONE | NC | RACIAL CELEBRATION AND SUPPORT | $1,000 |
| MOTHERS TRUST FOUNDATION | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | NC | SPECIAL NEEDS | $1,031 |
| MCGAW YMCA CAMP ECHO | |||||||
| 1000 GROVE ST | EVANSTON | IL | 60201 | NONE | NC | RECREATION, SPORTS, LEISURE, ATHLETICS | $500 |
| MERCY HOME FOR BOYS AND GIRLS - LUX GALA SPONSOR | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $7,500 |
| MERCY HOME FOR BOYS AND GIRLS - POKER NIGHT SPONSOR | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $2,500 |
| WORLD CENTRAL KITCHEN - ISRAEL - GAZA FOOD AID | |||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | NC | ANIMAL PROTECTION AND WELFARE | $1,000 |
| SPARK VENTURES | |||||||
| 2800 W NORTH SHORE AVE | CHICAGO | IL | 60645 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $2,600 |
| AMERICARES - ISRAEL - GAZA HUMANITARIAN AID | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | NC | HUMANITARIAN RELIEF | $1,000 |
| LADIES OF VIRTUE | |||||||
| 1245 S MICHIGAN SUITE 149 | CHICAGO | IL | 60605 | NONE | NC | YOUTH DEVELOPMENT | $1,050 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES - ISRAEL | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | NC | INTERNATIONAL, GLOBAL AFFAIRS SUPPORT | $2,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR NY | NEW YORK | NY | 10006 | NONE | NC | INTERNATIONAL DEVELOPMENT, RELIEF SERVICES | $5,000 |
| GASTRIC CANCER FOUNDATION | |||||||
| PO BOX 338 | MILLBRAE | CA | 94030 | NONE | NC | CANCER RESEARCH | $2,500 |
| DIRECT GIVING LAB | |||||||
| 944 ENFIELD DR | NORTHBROOK | IL | 60062 | NONE | NC | FAMILY SUPPORT | $1,800 |
| CHICAGO FUND FOR SAFE & PEACEFUL COMMUNITIES CO CHICAGO COMM TRUST FNDTN - | |||||||
| 33 S STATE STREET SUITE 750 | CHICAGO | IL | 60603 | NONE | NC | COMMUNITY SUPPORT | $25,000 |
| CANCER WELLNESS CENTER - IN MEMORY OF MARNI RABEN | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | NC | CANCER SUPPORT | $1,200 |
| JEWISH UNITED FUND - ISRAEL EMERGENCY FUND | |||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | NONE | NC | JUVENILE DIABETIS RESEARCH | $2,500 |
| BIRDIES FOR CHARITY | |||||||
| 775 CORPORATE WOODS PARKWAY | VERNON HILLS | IL | 60061 | NONE | NC | PRIVATE FOUNDATION | $380 |
| BETH EMET SOUP KITCHEN | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $1,500 |
| UCAN | |||||||
| 503 E 61ST ST | CHICAGO | IL | 60637 | NONE | NC | POVERTY | $1,000 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $3,446 |
| GO FUND ME - MONICA RIVA SISTER-IN-LAW | |||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $260 |
| INJUSTICE WATCH | |||||||
| 55 E JACKSON BLVD SUITE 640 | CHICAGO | IL | 60604 | NONE | NC | CIVIL RIGHTS, SOCIAL ACTION | $5,000 |
| INSTITUTE FOR NONVIOLENCE CHICAGO | |||||||
| 819 N LEAMINGTON AVE | CHICAGO | IL | 60651 | NONE | NC | COMMUNITY SUPPORT - VIOLENCE PROVENTION | $5,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | NC | FOOD BANKS, FOOD PANTRIES | $5,000 |
| CONNECTIONS FOR THE HOMELESS | |||||||
| 2121 DEWEY AVENUE | EVANSTON | IL | 60201 | NONE | NC | HOMELESS PERSONS CENTERS, SERVICES | $2,500 |
| MADONNA MISSION | |||||||
| PO BOX 8518 | NORTHFIELD | IL | 60093 | NONE | NC | REFUGEE EDUCATION | $1,000 |
| ROBERTI COMMUNITY HOUSE | |||||||
| 919 8TH ST | WAUKEGAN | IL | 60085 | NONE | NC | COMMUNITY SUPPORT | $1,000 |
| SHIRLEY RYAN ABILITY LAB | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,000 |
| PACIFIC GARDEN MISSION | |||||||
| 1458 S CANAL ST | CHICAGO | IL | 60607 | NONE | NC | HOMELESS PERSONS CENTERS, SERVICES | $1,000 |
| RONALD MCDONALD CHARITIES OF CHICAGOLAND & NW INDIANA | |||||||
| 1301 W 22ND ST SUITE 905 | OAK BROOK | IL | 60523 | NONE | NC | HEALTHCARE FAMILY - SUPPORT | $1,000 |
| LAKE COUNTY COMMUNITY FOUNDATION | |||||||
| 1200 UNIVERSITY CENTER DR SUITE 333 | GRAYSLAKE | IL | 60030 | NONE | NC | COMMUNITY SUPPORT | $5,000 |
| FAITH'S LODGE | |||||||
| 505 HWY 169 N SUITE 245 | PLYMOUTH | MN | 55441 | NONE | NC | FAMILY COUNSELING | $1,000 |
| BASIC HEALTH INTERNATIONAL | |||||||
| 6425 LIVING PLACE FL 2 | PITTSBURG | PA | 15206 | NONE | NC | GLOBAL HEALTHCARE | $2,500 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $500 |
| EVANSTON SCHOLARS | |||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $1,010 |
| GIRL FORWARD | |||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $1,000 |
| HELLO BABY W MATCH | |||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | NC | SOCIAL SUPPORT | $2,500 |
| WOUNDED WARRIOR PROJECT W MATCH | |||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | NC | ANIMAL PROTECTION AND WELFARE | $1,000 |
| SOUTHERN POVERTY LAW CENTER W MATCH | |||||||
| 2800 W NORTH SHORE AVE | CHICAGO | IL | 60645 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $1,000 |
| JOSSELYN WMATCH | |||||||
| 405 CENTRAL AVE | NORTHFIELD | IL | 60093 | NONE | NC | SOCIAL SERVICES / MENTAL HEALTH | $2,500 |
| JEWISH UNITED FUND - ISRAEL EMERGENCY FUND | |||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | NONE | NC | JUVENILE DIABETIS RESEARCH | $2,500 |
| UT CHABAD HOUSE | |||||||
| PO BOX 83426 | GAITHESBURG | MD | 20878 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,000 |
| ROLFE PANCREATIC CANCER FOUNDATION | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | NC | CANCER RESEARCH - PANCREATIC | $1,000 |
| BETH EMET SOUP KITCHEN - IN MEMORY OF SETH KNOBEL | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $103 |
| UNIVERSITY OF CHICAGO MEDICINE - CANCER SUPPORT IN HONOR OF MARNI RABEN | |||||||
| PO BOX 83426 | GAITHESBURG | MD | 20878 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,000 |
| VETERANS OF FOREIGN WARS | |||||||
| PO BOX 83426 | GAITHESBURG | MD | 20878 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,000 |
| KESHET | |||||||
| 600 ACADEMY DRIVE SUITE 130 | NORTHBROOK | IL | 60062 | NONE | NC | SPECIAL NEEDS | $600 |
| WORKING TOGETHER | |||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | NC | ANIMAL PROTECTION AND WELFARE | $750 |
| CHICAGO LAWYER'S COMMITTEE FOR CIVIL RIGHTS | |||||||
| 100 N LASALLE ST SUITE 600 | CHICAGO | IL | 60602 | NONE | NC | CIVIL RIGHTS, SOCIAL ACTION | $500 |
| FORA - FORGING OPPORTUNITIES FOR REFUGEES IN AMERICA | |||||||
| 6431 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | NC | REFUGEE EDUCATION | $500 |
| ADJUSTMENT FOR PREVIOUS CONTRIBUTIONS | |||||||
| N/A | NA | IL | 60606 | NONE | NC | N/A | -$330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $388,033 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,404 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$43,124 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,202 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,202 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CRAIG LEVA | ||||||
| 1 | 1773 SPRUCE STREET | HIGHLAND PARK | IL | 60035 | $1,000,000 | Yes (X) |
| JAMES RESNICK | ||||||
| 2 | 2150 BRAE BURN | RIVERWOODS | IL | 60015 | $1,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB GLOBAL BOND FUND- ADV[1] | $737,907 | $641,272 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO[1] | $710,324 | $630,904 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB DISCOVERY GRWTH FUND- AD | $86,769 | $78,056 |
| AB DISCOVERY VALUE-ADV | $97,177 | $106,501 |
| AB EMERGING MARKETS PORT[1] | $85,850 | $76,177 |
| AB INTERNATIONAL SMALL CAP PORTFOLIO - ADV CL[1] | $169,780 | $164,378 |
| AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL[1] | $910,542 | $841,741 |
| AB SMALL CAP CORE PORTFOLIO ADV CL | $68,799 | $74,539 |
| ADOBE INC | $20,622 | $28,637 |
| ALPHABET INC-CL C | $60,592 | $98,933 |
| AMAZON.COM INC | $57,929 | $65,638 |
| AMERICAN ELECTRIC POWER | $15,513 | $16,082 |
| AMERICAN TOWER CORP | $14,863 | $14,464 |
| APPLE INC | $36,439 | $89,719 |
| AUTODESK INC | $3,907 | $4,626 |
| AUTOZONE INC | $7,693 | $12,928 |
| BAKER HUGHES CO | $19,008 | $19,414 |
| BANK OF AMERICA CORP | $22,260 | $23,300 |
| BOOZ ALLEN HAMILTON HOLDINGS | $5,372 | $8,314 |
| BROADCOM INC | $17,596 | $23,441 |
| CDW CORP/DE | $6,805 | $13,412 |
| CHEVRON CORP | $11,513 | $14,021 |
| COCA-COLA CO/THE | $20,778 | $21,686 |
| COMCAST CORP-CLASS A | $21,711 | $22,188 |
| CONSTELLATION BRANDS INC-A | $11,931 | $13,055 |
| CORTEVA INC | $8,001 | $7,476 |
| COSTCO WHOLESALE CORP | $7,055 | $12,542 |
| CSX CORP | $20,548 | $25,205 |
| EATON CORP PLC | $15,511 | $31,066 |
| EDWARDS LIFESCIENCES CORP | $15,843 | $16,318 |
| ELEVANCE HEALTH INC | $18,470 | $24,050 |
| EOG RESOURCES INC | $17,967 | $24,190 |
| GEN DIGITAL INC | $12,312 | $12,300 |
| GOLDMAN SACHS GROUP INC | $19,687 | $26,618 |
| HCA HEALTHCARE INC | $13,740 | $15,970 |
| HOME DEPOT INC | $20,003 | $28,764 |
| HYATT HOTELS CORP | $9,232 | $11,998 |
| ILLUMINA INC | $13,626 | $9,329 |
| IQVIA HOLDINGS | $24,632 | $27,997 |
| KLA CORP | $6,190 | $10,463 |
| LINDE PLC | $14,666 | $19,714 |
| LPL FINANCIAL HOLDINGS INC | $5,295 | $7,739 |
| LYONDELLBASELL INDU-CL A | $15,979 | $17,970 |
| MASTEC INC | $12,472 | $8,935 |
| MEDTRONIC PLC | $34,759 | $27,762 |
| META PLATFORMS INC-CLASS A | $31,623 | $50,970 |
| MICROSOFT CORP | $75,844 | $162,825 |
| NEXTERA ENERGY INC | $17,953 | $14,760 |
| NIKE INC -CL B | $16,947 | $19,977 |
| NVIDIA CORP | $16,850 | $62,893 |
| NXP SEMICONDUCTORS NV | $12,592 | $20,442 |
| ORACLE CORP | $23,587 | $32,051 |
| OTIS WORLDWIDE CORP | $15,552 | $17,894 |
| PACCAR INC | $18,893 | $26,073 |
| PAYPAL HOLDINGS INC | $14,800 | $8,966 |
| PNC FINANCIAL SERVICES GROUP | $8,357 | $9,136 |
| PROCTER & GAMBLE CO/THE | $16,202 | $17,145 |
| PROGRESSIVE CORP | $22,016 | $34,882 |
| PROLOGIS INC | $18,164 | $21,861 |
| QUALCOMM INC | $14,806 | $19,670 |
| RTX CORPORATION | $10,361 | $9,255 |
| REGENERON PHARMACEUTICALS | $17,008 | $22,836 |
| RESTAURANT BRANDS INTERN | $16,817 | $19,767 |
| ROCHE HOLDINGS LTD-SPONS ADR | $23,830 | $20,506 |
| SCHWAB CORP | $22,214 | $22,360 |
| SENSATA TECHNOLOGIES HOLDING | $7,983 | $6,650 |
| SERVICENOW INC | $8,580 | $12,717 |
| STELLANTIS NV | $6,607 | $8,349 |
| THERMO FISHER SCIENTIFIC INC | $15,188 | $16,454 |
| T-MOBILE US INC | $21,116 | $25,332 |
| UNITEDHEALTH GROUP INC | $43,270 | $63,703 |
| VERTEX PHARMACEUTICALS INC | $17,088 | $28,482 |
| VISA INC-CLASS A SHARES | $52,612 | $71,857 |
| WALMART INC | $32,115 | $39,885 |
| WALT DISNEY CO | $16,465 | $14,898 |
| WATERS CORP | $13,049 | $14,815 |
| WELLS FARGO & CO | $26,437 | $29,581 |
| WESTERN DIGITAL CORP | $14,284 | $11,993 |
| WILLIS TOWERS WATSON PLC | $10,597 | $11,578 |
| WORKDAY INC-CLASS A | $8,060 | $9,938 |
| ZOETIS INC | $8,848 | $11,250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OVERLAY A PORTFOLIO CLASS 1 | AT COST | $701,681 | $617,432 |
| OVERLAY B PORTFOLIO CLASS 1 | AT COST | $184,177 | $151,347 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $683 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $683 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $1,087 | $0 | $0 |
| IL CHARITABLE BUREAU FUND | $15 | $0 | $0 |
| BANK FEES | $55 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Amt | $4,282 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $18,805 | Amt |
| Net Investment Income | $15,072 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | 1 | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $4,232 | Amt |
| Net Investment Income | $4,232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |