LEVA FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEVA FAMILY FOUNDATION (EIN 81-2973239)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202311359349105231
- Schema version
- 2022v5.0
- 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
- 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 | 2023-05-15T15:56:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 150 N WACKER DRIVE SUITE 3100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061659 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-05-09 | 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 | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN V BASSO | PreparerPersonNm |
| PTIN | P00582766 | PTIN |
| Phone | 3127824710 | PhoneNum |
| Preparation | 2023-05-09 | 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 | 2022 | 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 | $5,568,711 | 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 | $455 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $455 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,740 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $547,090 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,371 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,192,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,566 | 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 |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,072 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $287,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $287,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $331,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $291,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $861,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,842 | CashBOYAmt |
| Cash EOY | $1,013,945 | CashEOYAmt |
| Cash EOYFMV | $1,013,945 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,347,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,308,177 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,259,192 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,219,230 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,151,851 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $950,091 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,656,194 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,637,109 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,345,483 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,249,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,111,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,568,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,249,493 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,111,082 | 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 | $5,249,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,111,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,249,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,111,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,249,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $861,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $248 | OtherIncreasesAmt |
| Subtotal | $6,111,082 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,111,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-12-31 | $65,403 | $75,684 | -$10,281 | -$10,281 | |
| PUBLICLY TRADED SECURITIES | 2022-12-31 | $473,412 | $408,035 | $65,377 | $65,377 | |
| PUBLICLY TRADED SECURITIES | 2022-12-31 | $16 | $16 | $16 | ||
| CAPITAL GAINS DIVIDENDS | $8,259 | $8,259 | $8,259 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,371 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,040 | 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 | $15,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,587 | OverpaymentAmt |
| Applied To ES Tax | $12,587 | 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 | $4,969,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,085,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,085,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,008,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $250,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $250,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,453 | TotalTaxAmt |
| Distributable Before Adj | $247,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $247,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $247,997 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $291,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $291,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,400 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,662 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,799 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $257,497 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,027 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $449,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $291,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $247,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,063 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $492,448 | 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 | $49,400 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $443,048 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,662 | ExcessFromYear4Amt |
| Excess From Year3 | $53,799 | ExcessFromYear3Amt |
| Excess From Year2 | $257,497 | ExcessFromYear2Amt |
| Excess From Year1 | $32,027 | ExcessFromYear1Amt |
| Excess From Current Year | $43,063 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMAZON - LEVELING THE PLAYING FIELD - CHARLIE WICHMAN MITZVAH PROJECT | ||||||||||||
| 1794 UNION AVE | BALTIMORE | MD | 21211 | NONE | NC | RECREATION, SPORTS, LEISURE, ATHLETICS | $104 | |||||
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||||||
| 199 WATER ST 11TH FLOOR NY NY 10038 | NEW YORK | NY | 10038 | NONE | NC | SUICIDE PREVENTION | $250 | |||||
| AMERICAN SOCIETY OF HEMATOLOGY | ||||||||||||
| 2021 LOWER ST | WASHINGTON | DC | 20036 | NONE | NC | HEMATOLOGY RESEARCH | $250 | |||||
| AUTISM SPEAKS | ||||||||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | NC | AUTISM RESEARCH AND SUPPORT | $250 | |||||
| BASIC HEALTH INTERNATIONAL - MATCH | ||||||||||||
| 6425 LIVING PLACE FL 2 | PITTSBURGH | PA | 15206 | NONE | NC | GLOBAL HEALTHCARE | $2,500 | |||||
| BETH EMET SOUP KITCHEN | ||||||||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $1,500 | |||||
| BETH EMET SOUP KITCHEN | ||||||||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $1,500 | |||||
| BETH EMET SOUP KITCHEN | ||||||||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $2,500 | |||||
| BSTRONG GLOBAL EMPOWERMENT MISSION | ||||||||||||
| 1810 NW 94TH AVE | DORAL | FL | 33172 | NONE | NC | EMERGENCY RELIEF AGENCY | $1,000 | |||||
| BUILD | ||||||||||||
| 5100 W HARRISON ST | CHICAGO | IL | 60644 | NONE | NC | HUMAN SEVICES - YOUTH DEVELOPMENT, VIOLENCE PREVENTION, COMMUNITY ENGAGEMENT | $2,500 | |||||
| CANCER WELLNESS CENTER | ||||||||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | NC | CANCER SUPPORT | $2,500 | |||||
| CARA COLLECTIVE | ||||||||||||
| 237 S DESPLAINES | CHICAGO | IL | 60661 | NONE | NC | EMPLOYMENT, EDUCATIONAL | $1,000 | |||||
| CARING WOMEN'S CONNECTION | ||||||||||||
| PO BOX 234 | LAKE ZURICH | IL | 60047 | NONE | NC | HUMAN SERVICES | $600 | |||||
| CHICAGO CENTER FOR THE ARTS & TECHNOLOGY | ||||||||||||
| 1701 W 13TH ST | CHICAGO | IL | 60608 | NONE | NC | JOB TRAINING | $1,000 | |||||
| CHICAGO FUND FOR SAFE & PEACEFUL COMMUNITIES CO CHICAGO COMM TRUST FNDTN | ||||||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | NC | COMMUNITY SUPPORT | $25,000 | |||||
| COLLEGE BOUND OPPORTUNITIES | ||||||||||||
| 2033 N MILWAUKEE AVE 246 | RIVERWOODS | IL | 60015 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $250 | |||||
| COLLEGE BOUND OPPORTUNITIES | ||||||||||||
| 2033 N MILWAUKEE AVE 246 | RIVERWOODS | IL | 60015 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $1,000 | |||||
| COLLEGE BOUND OPPORTUNITIES | ||||||||||||
| 2033 N MILWAUKEE AVE 246 | RIVERWOODS | IL | 60015 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $4,000 | |||||
| COMMUNITY PARTNERS FOR AFFORADABLE HOUSING | ||||||||||||
| 800 S MILWUAKEE AVE 201 | LIBERTYVILLE | IL | 60048 | NONE | NC | HOUSING ASSISTANCE | $1,000 | |||||
| CONNECTIONS FOR THE HOMELESS | ||||||||||||
| 2121 DEWEY AVENUE | EVANSTON | IL | 60201 | NONE | NC | HOMELESS PERSONS CENTERS, SERVICES | $2,500 | |||||
| DIRECT GIVING LAB | ||||||||||||
| 944 ENFIELD DR | NORTHBROOK | IL | 60062 | NONE | NC | FAMILY SUPPORT | $1,800 | |||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | NC | INTERNATIONAL DEVELOPMENT, RELIEF SERVICES | $5,000 | |||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | NC | INTERNATIONAL DEVELOPMENT, RELIEF SERVICES | $1,000 | |||||
| EBONY VISION | ||||||||||||
| PO BOX 1902 | FOND DU LAC | WI | 54935 | NONE | NC | COMMUNITY SUPPORT | $500 | |||||
| EVANSTON SCHOLARS | ||||||||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $1,000 | |||||
| EVANSTON SCHOLARS | ||||||||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $2,700 | |||||
| EVANSTON SCHOLARS | ||||||||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | NC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $2,500 | |||||
| FACING FORWARD TO END HOMELESSNESS | ||||||||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | NONE | NC | HOMELESS PERSONS CENTERS, SERVICES | $1,000 | |||||
| FACING FORWARD TO END HOMELESSNESS | ||||||||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | NONE | NC | HOMELESS PERSONS CENTERS, SERVICES | $3,500 | |||||
| FAITH'S LODGE | ||||||||||||
| 505 HWY 169 N SUITE 245 | PLYMOUTH | MN | 55441 | NONE | NC | FAMILY COUNSELING | $2,500 | |||||
| GASTRIC CANCER FOUNDATION | ||||||||||||
| PO BOX 338 | MILLBRAE | CA | 94030 | NONE | NC | CANCER RESEARCH | $2,500 | |||||
| GENDERCOOL PROJECT | ||||||||||||
| 1954 FIRST ST SUITE 153 | HIGHLAND PARK | IL | 60035 | NONE | NC | SOCIAL SUPPORT | $1,000 | |||||
| GENDERCOOL PROJECT | ||||||||||||
| 1954 FIRST ST SUITE 153 | HIGHLAND PARK | IL | 60035 | NONE | NC | SOCIAL SUPPORT | $1,000 | |||||
| GIRL FORWARD | ||||||||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $1,000 | |||||
| GIRL FORWARD | ||||||||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $1,000 | |||||
| GIRL FORWARD | ||||||||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | NC | YOUTH DEVELOPMENT - REFUGEES | $500 | |||||
| GLOBAL GIVING - UKRAINE RELIEF FUND | ||||||||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,000 | |||||
| GLOBAL GIVING - UKRAINE RELIEF FUND | ||||||||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,500 | |||||
| GO FUND ME - ALAN CASTILLO | ||||||||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | NONE | NC | SOCIAL SUPPORT | $525 | |||||
| GO FUND ME - COOPER ROBERTS 8 YR OLD | ||||||||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | NONE | NC | FAMILY SUPPORT | $525 | |||||
| GO FUND ME - JAMIE MAZARIEGOS | ||||||||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | NONE | NC | SOCIAL SUPPORT | $525 | |||||
| GO FUND ME - KOLPACK & JOYCE FAMILY | ||||||||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | NONE | NC | SOCIAL SUPPORT | $525 | |||||
| GO FUND ME - OSCAR RAMIREZ | ||||||||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | NONE | NC | SOCIAL SUPPORT | $525 | |||||
| GO FUND ME - SILVIA VERGARA | ||||||||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | NONE | NC | SOCIAL SUPPORT | $525 | |||||
| GRATITUDE GENERATION | ||||||||||||
| 655 DEERFIELD RD SUITE 100 408 | DEERFIELD | IL | 60015 | NONE | NC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $650 | |||||
| GRATITUDE GENERATION | ||||||||||||
| 655 DEERFIELD RD SUITE 100 408 | DEERFIELD | IL | 60015 | NONE | NC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $1,500 | |||||
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | NC | FOOD BANKS, FOOD PANTRIES | $5,000 | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 121 HABITAT ST AMERICUS GA | AMERICUS | GA | 31709 | NONE | NC | HUMAN SEVICES - HOUSING | $2,500 | 31709-3498 | ||||
| HAP FOUNDATION - JOURNEYCARE | ||||||||||||
| 18W140 BUTTERFIELD RD SUITE 1120 | OKABROOK TERRACE | IL | 60181 | NONE | NC | HEALTHCARE SUPPORT - HOSPICE AND PALLIATIVE CARE | $300 | |||||
| HELLO BABY | ||||||||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | NC | SOCIAL SUPPORT | $2,500 | |||||
| HIGHLAND PARK COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | NC | COMMUNITY SUPPORT | $20,000 | |||||
| HIGHLAND PARK COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | NC | COMMUNITY SUPPORT | $5,000 | |||||
| ILLINOIS HOLOCAUST MUSEUM | ||||||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | NC | EDUCATION | $2,500 | |||||
| ILLINOIS PGA FOUNDATION - BIRDIES FOR CHARITY - ANDY SHUMAN | ||||||||||||
| 2901 W LAKE AVENUE | GLENVIEW | IL | 60025 | NONE | NC | COMMUNITY SUPPORT | $330 | |||||
| INJUSTICE WATCH | ||||||||||||
| 55 E JACKSON BLVD SUITE 640 | CHICAGO | IL | 60604 | NONE | NC | CIVIL RIGHTS, SOCIAL ACTION | $4,000 | |||||
| INSTITUTE FOR NON-VIOLENCE CHICAGO | ||||||||||||
| 4926 WEST CHICAGO AVENUE | CHICAGO | IL | 60651 | NONE | NC | CRIME PREVENTION | $2,500 | |||||
| INSTITUTE FOR NON-VIOLENCE CHICAGO | ||||||||||||
| 4926 WEST CHICAGO AVENUE | CHICAGO | IL | 60651 | NONE | NC | CRIME PREVENTION | $1,000 | |||||
| INTERNATIONAL COMMITTEE OF THE RED CROSS | ||||||||||||
| NONE | NC | EMERGENCY RELIEF AGENCY | $1,000 | 19 AVENUE DE LA PAIX 1202 | GENEVA | GENEVA | SZ | |||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | NC | EMERGENCY RELIEF AGENCY | $1,000 | |||||
| JDRF ILLINOIS | ||||||||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | NONE | NC | JUVENILE DIABETIS RESEARCH | $250 | |||||
| JDRF ILLINOIS - SUMMER EVENT SPONSOR | ||||||||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | NONE | NC | JUVENILE DIABETIS RESEARCH | $1,500 | |||||
| JDRF ILLINOIS - SUMMER EVENT SPONSOR | ||||||||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | NONE | NC | JUVENILE DIABETIS RESEARCH | $500 | |||||
| JEWISH UNITED FUND | ||||||||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | NC | RELIGIOUS, VARIOUS SERVICES | $36,000 | |||||
| KESHET | ||||||||||||
| 600 ACADEMY DRIVE SUITE 130 | NORTHBROOK | IL | 60062 | NONE | NC | SPECIAL NEEDS | $1,000 | |||||
| LADIES OF VIRTUE | ||||||||||||
| 1245 S MICHIGAN SUITE 149 | CHICAGO | IL | 60605 | NONE | NC | YOUTH DEVELOPMENT | $2,600 | |||||
| LAKE COUNTY COMMUNITY FOUNDATION | ||||||||||||
| 1200 UNIVERSITY CENTER DR SUITE 333 | GRAYSLAKE | IL | 60030 | NONE | NC | COMMUNITY SUPPORT | $2,500 | |||||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 3 INTERNATIONAL DR 200 | RYE BROOK | NY | 10573 | NONE | NC | CANCER - BLOOD | $1,000 | |||||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 3 INTERNATIONAL DR 200 | RYE BROOK | NY | 10573 | NONE | NC | CANCER - BLOOD | $200 | |||||
| LIFT - CHICAGO | ||||||||||||
| 2325 S MICHIGAN AVE | CHICAGO | IL | 60616 | NONE | NC | EMPLOYMENT, JOB TRAINING | $3,500 | |||||
| MAKE A WISH FOUNDATION - MICHIGAN - AVI BRANDVAIN RIDE | ||||||||||||
| 7600 GRAND RIVER AVE 175 | BRIGHTON | MI | 48114 | NONE | NC | FAMILY SUPPORT | $100 | |||||
| MCGAW YMCA - CAMP ECHO | ||||||||||||
| 1000 GROVE ST | EVANSTON | IL | 60201 | NONE | NC | RECREATION, SPORTS, LEISURE, ATHLETICS | $2,500 | |||||
| MERCY HOME FOR BOYS AND GIRLS | ||||||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $2,500 | |||||
| MERCY HOME FOR BOYS AND GIRLS | ||||||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $2,500 | |||||
| MERCY HOME FOR BOYS AND GIRLS | ||||||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $2,500 | |||||
| MERCY HOME FOR BOYS AND GIRLS | ||||||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | NC | CHILDREN SERVICES | $500 | |||||
| MISERICORDIA | ||||||||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | NC | SPECIAL NEEDS | $2,500 | |||||
| MOTHERS TRUST FOUNDATION | ||||||||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | NC | CHILDREN SERVICES | $2,500 | |||||
| MOTHER'S TRUST FOUNDATION | ||||||||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | NC | CHILDREN SERVICES | $500 | |||||
| MOTHERS TRUST FOUNDATION - IN HONORMEMORY OF FOUNDER BARBARA MONSOR | ||||||||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | NC | CHILDREN SERVICES | $2,500 | |||||
| NATIONAL MS SOCIETY | ||||||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | NC | MULTIPLE SCLEROSIS RESEARCH | $250 | |||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | NC | MULTIPLE SCLEROSIS RESEARCH | $100 | |||||
| NORTH SUBURBAN LEGAL AID CLINIC | ||||||||||||
| 491 LAUREL AVE | HIGHLAND PARK | IL | 60035 | NONE | NC | LEGAL AID SERVICES | $10,000 | |||||
| NORTHERN ILLINOIS FOOD BANK | ||||||||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | NC | FOOD BANKS, FOOD PANTRIES | $2,500 | |||||
| NORTHERN ILLINOIS FOOD BANK | ||||||||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | NC | FOOD BANKS, FOOD PANTRIES | $5,000 | |||||
| OLD NAVY - HELLO BABY | ||||||||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | NC | SOCIAL SUPPORT | $373 | |||||
| OVARIAN CANCER RESEARCH ALLIANCE | ||||||||||||
| 14 PENNSLYVANIA PLAZA SUITE 2110 | NEW YORK | NY | 10122 | NONE | NC | CANCER - OVARIAN | $250 | |||||
| PACIFIC GARDEN MISSION | ||||||||||||
| 1458 S CANAL ST | CHICAGO | IL | 60607 | NONE | NC | POVERTY | $1,000 | |||||
| PARTNERS IN HEALTH - CHICAGOLAND VACCINE PARTNERSHIP | ||||||||||||
| 800 BOYLSTON ST SUITE 1400 | BOSTON | MA | 02199 | NONE | NC | INTERNATIONAL HEALTHCARE | $20,000 | |||||
| PARTNERS IN HEALTH - IN MEMORY OF PAUL FARMER | ||||||||||||
| 800 BOYLSTON ST SUITE 1400 | BOSTON | MA | 02199 | NONE | NC | INTERNATIONAL HEALTHCARE | $2,500 | |||||
| ROBERTI COMMUNITY HOUSE | ||||||||||||
| 919 8TH ST | WAUKEGAN | IL | 60085 | NONE | NC | COMMUNITY SUPPORT | $3,000 | |||||
| ROLFE PANCREATIC CANCER FOUNDATION | ||||||||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | NC | CANCER RESEARCH - PANCREATIC | $1,850 | |||||
| ROLFE PANCREATIC CANCER FOUNDATION | ||||||||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | NC | CANCER RESEARCH - PANCREATIC | $2,662 | |||||
| ROLFE PANCREATIC CANCER FOUNDATION | ||||||||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | NC | CANCER RESEARCH - PANCREATIC | $2,500 | |||||
| RONALD MCDONALD CHARITIES OF CHICAGOLAND & NW INDIANA | ||||||||||||
| 1301 W 22ND ST SUITE 905 | OAK BROOK | IL | 60523 | NONE | NC | HEALTHCARE FAMILY - SUPPORT | $1,330 | |||||
| ROTARY CLUB OF HIGHLAND PARKHIGHWOOD | ||||||||||||
| PO BOX 42 | HIGHLAND PARK | IL | 60035 | NONE | NC | COMMUNITY SUPPORT | $1,000 | |||||
| SAVE THE CHILDREN | ||||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,000 | |||||
| SCHOLARSHIP AMERICA | ||||||||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | NONE | NC | EDUCATION | $500 | |||||
| SHIRLEY RYAN ABILITYLAB | ||||||||||||
| 355 EAST ERIE STREET | CHICAGO | IL | 60611 | NONE | NC | HEALTHCARE SUPPORT - REHABILITATION | $1,000 | |||||
| SHOT IN THE DARK FOUNDATION | ||||||||||||
| 401 WILLIAM ST 6274 | RIVER FOREST | IL | 60305 | NONE | NC | RECREATION, SPORTS, LEISURE, ATHLETICS | $2,500 | |||||
| SOUP KITCHEN CONGREGATION KINN OF WEST ROGERS PARK | ||||||||||||
| 2800 W NORTH SHORE AVE | CHICAGO | IL | 60645 | NONE | NC | RELIGIOUS ORGANIZATION - HUNGER | $2,500 | |||||
| SOUTHERN POVERTY LAW CENTER | ||||||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | NC | JUSTICE | $1,000 | |||||
| SPARK VENTURES | ||||||||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | NC | INTERNATIONAL RELIEF | $2,500 | |||||
| SPARK VENTURES | ||||||||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | NC | INTERNATIONAL RELIEF | $2,500 | |||||
| STANFORD UNIVERSITY - JEFF SCHOTTENSTEIN'S SWIM FOR SARA | ||||||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | NC | CANCER RESEARCH - GASTRO INTESTINAL | $500 | |||||
| STRIDES FOR PEACE | ||||||||||||
| 200 W MADISON ST 3RD FLOOR | CHICAGO | IL | 60606 | NONE | NC | PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE | $88 | |||||
| STRIDES FOR PEACE | ||||||||||||
| 200 W MADISON ST 3RD FLOOR | CHICAGO | IL | 60606 | NONE | NC | PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE | $2,500 | |||||
| SUNSHINE ENTERPRISES | ||||||||||||
| 503 E 61ST ST | CHICAGO | IL | 60637 | NONE | NC | POVERTY | $2,500 | |||||
| TARGET - HOLIDAY GIFTS HELLO BABY SEASONAL GIVE AWAYS | ||||||||||||
| 1000 NICOLET MALL | MINNEAPOLIS | MN | 55403 | NONE | NC | CHILDREN IN NEED - VARIOUS XMAS GIFTS | $800 | |||||
| TARGET - HOLIDAY GIFTS SHARE THE LOVE PROGRAM WE GROW CHICAGO | ||||||||||||
| 1000 NICOLET MALL | MINNEAPOLIS | MN | 55403 | NONE | NC | CHILDREN IN NEED | $983 | |||||
| THE ARK | ||||||||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | NC | SOCIAL SERVICES | $1,800 | |||||
| UNITED HELP UKRAINE | ||||||||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20878 | NONE | NC | HUMANITARIAN RELIEF - UKRAINE | $1,000 | |||||
| VETERANS OF FOREIGN WARS (VFW) - IN MEMORY OF WILLIAM HALLAN | ||||||||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | NC | VETERANS SUPPORT | $250 | |||||
| WE GROW CHICAGO | ||||||||||||
| 6402 S HONORE | CHICAGO | IL | 60636 | NONE | NC | HUMAN SERVICES | $2,500 | |||||
| WEST SUBURBAN HUMANE SOCIETY | ||||||||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | NC | ANIMAL PROTECTION AND WELFARE | $140 | |||||
| WORKING TOGETHER | ||||||||||||
| 1005 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | NONE | NC | COMMUNITY SUPPORT | $500 | |||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | NC | FOOD RELIEF | $500 | |||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | NC | FOOD RELIEF | $1,000 | |||||
| WOUNDED WARRIOR PROJECT | ||||||||||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | NC | VETERANS ASSISTANCE | $1,000 | |||||
| YOUTH SERVICES | ||||||||||||
| 3080 W LAKE AVE | GLENVIEW | IL | 60026 | NONE | NC | YOUTH MENTAL AWARENESS | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $287,660 | 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 | $455 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,371 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $191,566 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,566 | 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 | $3,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB GLOBAL BOND FUND- ADV[1] | $588,667 | $473,608 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO[1] | $563,184 | $476,483 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB DISCOVERY GRWTH FUND- AD | $74,664 | $54,298 |
| AB DISCOVERY VALUE-ADV | $75,046 | $75,302 |
| AB EMERGING MARKETS PORT[1] | $72,928 | $57,814 |
| AB INTERNATIONAL SMALL CAP PORTFOLIO - ADV CL[1] | $149,682 | $130,989 |
| AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL[1] | $812,007 | $673,714 |
| AB SMALL CAP CORE PORTFOLIO ADV CL | $52,058 | $51,039 |
| ADOBE INC | $15,407 | $12,452 |
| AECOM | $6,964 | $13,844 |
| ALIGN TECHNOLOGY INC | $10,945 | $3,796 |
| ALPHABET INC-CL C | $48,076 | $52,351 |
| AMAZON.COM INC | $49,778 | $30,240 |
| AMERICAN ELECTRIC POWER | $11,405 | $14,812 |
| AMERICAN TOWER CORP | $12,812 | $11,864 |
| APPLE INC | $23,709 | $50,543 |
| AUTODESK INC | $9,993 | $8,783 |
| AUTOZONE INC | $6,888 | $14,797 |
| BAKER HUGHES CO | $12,820 | $10,749 |
| BANK OF AMERICA CORP | $20,876 | $21,760 |
| BOOKING HOLDINGS INC | $11,425 | $12,092 |
| BOOZ ALLEN HAMILTON HOLDINGS | $5,381 | $6,794 |
| CDW CORP/DE | $5,698 | $10,715 |
| CHEVRON CORP | $6,868 | $12,026 |
| COCA-COLA CO/THE | $16,926 | $19,719 |
| COMCAST CORP-CLASS A | $22,309 | $18,289 |
| CONSTELLATION BRANDS INC-A | $7,975 | $8,575 |
| COSTCO WHOLESALE CORP | $6,332 | $10,500 |
| CSX CORP | $17,315 | $19,332 |
| EATON CORP PLC | $11,052 | $18,049 |
| EDWARDS LIFESCIENCES CORP | $9,924 | $10,744 |
| ELEVANCE HEALTH INC | $11,703 | $20,519 |
| EOG RESOURCES INC | $13,557 | $21,112 |
| ETSY INC | $6,877 | $5,151 |
| GEN DIGITAL INC | $18,734 | $15,237 |
| GOLDMAN SACHS GROUP INC | $19,784 | $26,784 |
| GOODYEAR TIRE & RUBBER CO | $7,067 | $4,415 |
| HOME DEPOT INC | $17,882 | $27,480 |
| ILLUMINA INC | $5,893 | $6,066 |
| IQVIA HOLDINGS | $15,819 | $15,367 |
| JOHNSON & JOHNSON | $12,277 | $13,955 |
| KLA CORP | $8,657 | $9,803 |
| KNIGHT-SWIFT TRANSPORTATION | $3,860 | $4,612 |
| LINDE PLC | $14,064 | $15,657 |
| LPL FINANCIAL HOLDINGS INC | $6,879 | $11,457 |
| LYONDELLBASELL INDU-CL A | $9,737 | $10,047 |
| MEDTRONIC PLC | $24,419 | $17,098 |
| META PLATFORMS INC-CLASS A | $26,947 | $14,802 |
| MICROSOFT CORP | $51,883 | $84,417 |
| NEXTERA ENERGY INC | $11,317 | $13,042 |
| NIKE INC -CL B | $10,687 | $16,030 |
| NVIDIA CORP | $9,876 | $14,614 |
| NXP SEMICONDUCTORS NV | $9,392 | $11,694 |
| ORACLE CORP | $20,622 | $25,339 |
| OTIS WORLDWIDE CORP | $11,758 | $12,060 |
| PAYPAL HOLDINGS INC | $12,943 | $8,618 |
| PNC FINANCIAL SERVICES GROUP | $10,094 | $10,898 |
| PROCTER & GAMBLE CO/THE | $8,750 | $10,458 |
| PROGRESSIVE CORP | $12,001 | $18,678 |
| PROLOGIS INC | $8,396 | $9,469 |
| QUALCOMM INC | $10,270 | $10,554 |
| RAYTHEON TECHNOLOGIES CORP | $20,135 | $23,111 |
| REGAL REXNORD CORP | $10,223 | $8,519 |
| REGENERON PHARMACEUTICALS | $3,969 | $6,493 |
| RESTAURANT BRANDS INTERN | $8,609 | $8,472 |
| ROBERT HALF INTL INC | $3,225 | $2,879 |
| ROCHE HOLDINGS LTD-SPONS ADR | $22,971 | $22,175 |
| SCHWAB CORP | $13,143 | $14,820 |
| SERVICENOW INC | $7,992 | $6,212 |
| STELLANTIS NV | $9,069 | $7,299 |
| T-MOBILE US INC | $16,256 | $17,640 |
| UNITEDHEALTH GROUP INC | $27,748 | $48,246 |
| VERTEX PHARMACEUTICALS INC | $14,372 | $19,926 |
| VISA INC-CLASS A SHARES | $38,520 | $44,668 |
| WALMART INC | $19,645 | $24,530 |
| WALT DISNEY CO | $13,761 | $12,076 |
| WELLS FARGO & CO | $29,840 | $26,094 |
| WESTERN DIGITAL CORP | $13,164 | $6,151 |
| WILLIS TOWERS WATSON PLC | $12,700 | $14,185 |
| ZIMMER BIOMET HOLDINGS INC | $13,461 | $11,092 |
| ZOETIS INC | $9,966 | $13,189 |
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 | $1,291,189 | $1,073,915 |
| OVERLAY B PORTFOLIO CLASS 1 | AT COST | $345,920 | $271,568 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $1,721 | $0 | $0 |
| IL CHARITABLE BUREAU FUND | $15 | $0 | $0 |
| BANK FEES | $98 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Amt | $248 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,072 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $2,367 | $0 | $0 |
| FEDERAL EXCISE TAX | $20,892 | $0 | $0 |