LEVA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEVA FAMILY FOUNDATION (EIN 81-2973239)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202531329349102783
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2025-05-12T15:58:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,194,561 | 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 | $51,709 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,709 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $129,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,049 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $255,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,190,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $255,278 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,437,036 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $436,036 | 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 | $350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $350 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,961 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,961 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,039 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,039 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,134 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,134 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $962,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $405,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,503 | CashBOYAmt |
| Cash EOY | $69,132 | CashEOYAmt |
| Cash EOYFMV | $69,132 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,578,412 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,352,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,352,107 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,796,152 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,662,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,411,516 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,448,231 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,161,336 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,957,438 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $885,858 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $526,196 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $404,368 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,788,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,771,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,194,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,788,156 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,771,180 | 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 | $6,788,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,771,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,788,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,771,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,788,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $962,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,292 | OtherIncreasesAmt |
| Subtotal | $7,771,180 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,771,180 | 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 | 2024-12-31 | $65,130 | $50,707 | $14,423 | $14,423 | |
| PUBLICLY TRADED SECURITIES | 2024-12-31 | $1,020,975 | $884,149 | $136,826 | $136,826 | |
| CAPITAL GAINS DIVIDENDS | $104,029 | $104,029 | $104,029 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $255,278 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,630 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,630 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,630 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,030 | 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 | $11,030 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,400 | OverpaymentAmt |
| Applied To ES Tax | $5,400 | 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 | $7,205,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,293,154 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,293,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,183,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $359,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $359,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,630 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,630 | TotalTaxAmt |
| Distributable Before Adj | $353,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,234 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,799 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $257,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,027 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,063 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $105,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $492,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $353,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $581,832 | 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 | $53,799 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $528,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $257,497 | ExcessFromYear4Amt |
| Excess From Year3 | $32,027 | ExcessFromYear3Amt |
| Excess From Year2 | $43,063 | ExcessFromYear2Amt |
| Excess From Year1 | $105,770 | ExcessFromYear1Amt |
| Excess From Current Year | $89,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 112 EDUCATION FOUNDATION | |||||||
| 445 SHERIDAN RD | HIGHWOOD | IL | 60040 | NONE | PC | EDUCATION PROGRAMS | $800 |
| 112 EDUCATION FOUNDATION | |||||||
| 445 SHERIDAN RD | HIGHWOOD | IL | 60040 | NONE | PC | EDUCATION PROGRAMS | $1,000 |
| A SAFE PLACE - GO FUND ME - MICHAEL ROSENGUARD | |||||||
| 2710 17TH STREET | ZION | IL | 60099 | NONE | PC | WOMEN'S SHELTER / DOMESTIC ABUSE | $260 |
| ALS UNITED GREATER CHICAGO | |||||||
| 5315 N CLARK ST 650 | CHICAGO | IL | 60640 | NONE | PC | ALS RESEARCH | $250 |
| AMERICAN DIABETES ASSOCIATION - RICK'S GOLF DAY 200 HOLE SPONSOR 300 EXT | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | NONE | PC | RESEARCH/SUPPORT - DIABETES | $500 |
| AMERICAN HEART ASSOCIATION - SEAN GALLAGER CYCLE EVENT | |||||||
| 300 S RIVERSIDE PLAZA STE 1200 | CHICAGO | IL | 60606 | NONE | PC | HEALTH EDUCATION | $250 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 300 S RIVERSIDE PLAZA STE 1200 | CHICAGO | IL | 60606 | NONE | PC | CIVIL RIGHTS, SOCIAL ACTION | $2,500 |
| AUTISM SPEAKS | |||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | PC | AUTISM RESEARCH AND SUPPORT | $500 |
| BASIC HEALTH INTERNATIONAL | |||||||
| 6425 LIVING PLACE FL 2 | PITTSBURGH | PA | 15206 | NONE | PC | GLOBAL HEALTHCARE | $1,000 |
| BERNIE'S BOOK BANK | |||||||
| 917 N SHORE DR | LAKE BLUFF | IL | 60044 | NONE | PC | EDUCATION | $480 |
| BERNIE'S BOOK BANK | |||||||
| 917 N SHORE DR | LAKE BLUFF | IL | 60044 | NONE | PC | EDUCATION | $8,500 |
| BERNIE'S BOOKS | |||||||
| 917 N SHORE DR | LAKE BLUFF | IL | 60044 | NONE | PC | EDUCATION | $1,612 |
| BETH EMET SOUP KITCHEN | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | PC | RELIGIOUS ORGANIZATION - HUNGER | $2,000 |
| BETH EMET SOUP KITCHEN | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | PC | RELIGIOUS ORGANIZATION - HUNGER | $2,000 |
| BETH EMET SOUP KITCHEN | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | PC | RELIGIOUS ORGANIZATION - HUNGER | $2,000 |
| BREAKTHROUGH T1D (FORMERLY JDRF) | |||||||
| 35 E WACKER DR SUITE 2200 | CHICAGO | IL | 60601 | NONE | PC | JUVENILE DIABETIS RESEARCH | $500 |
| BUILD | |||||||
| 5100 W HARRISON ST | CHICAGO | IL | 60644 | NONE | PC | HUMAN SEVICES - YOUTH DEVELOPMENT, VIOLENCE PREVENTION, COMMUNITY ENGAGEMENT | $2,500 |
| CAMP INTERLAKEN JCC | |||||||
| 6255 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | NONE | PC | CHILDREN RECRETAION | $2,500 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PC | CANCER SUPPORT | $5,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PC | CANCER SUPPORT | $1,000 |
| CANCER WELLNESS CENTER - MARNI'S FAN CLUB | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PC | CANCER SUPPORT | $1,000 |
| CARA COLLECTIVE | |||||||
| 237 S DESPLAINES | CHICAGO | IL | 60661 | NONE | PC | EMPLOYMENT, EDUCATIONAL | $1,000 |
| CARING WOMEN'S CONNECTION | |||||||
| PO BOX 234 | LAKE ZURICH | IL | 60047 | NONE | PC | HUMAN SERVICES | $600 |
| CHABAD THE UNIVERSITY OF TEXAS | |||||||
| 2101 NUECES STREET | AUSTIN | TX | 78705 | NONE | PC | RELIGIOUS, VARIOUS SERVICES | $1,800 |
| CHABAD THE UNIVERSITY OF TEXAS | |||||||
| 2101 NUECES STREET | AUSTIN | TX | 78705 | NONE | PC | RELIGIOUS, VARIOUS SERVICES | $500 |
| CHABAD THE UNIVERSITY OF TEXAS | |||||||
| 2101 NUECES STREET | AUSTIN | TX | 78705 | NONE | PC | RELIGIOUS, VARIOUS SERVICES | $360 |
| CHICAGO CENTER FOR THE ARTS & TECHNOLOGY (CHICAT) | |||||||
| 1701 W 13TH ST | CHICAGO | IL | 60608 | NONE | PC | JOB TRAINING | $2,500 |
| CITY CLUB OF CHICAGO | |||||||
| 70 W HUBBARD ST SUITE 202 | CHICAGO | IL | 60654 | NONE | PC | CIVIC ASSOCIATION | $600 |
| CITY CLUB OF CHICAGO | |||||||
| 70 W HUBBARD ST SUITE 202 | CHICAGO | IL | 60654 | NONE | PC | CIVIC ASSOCIATION | $150 |
| CITY CLUB OF CHICAGO | |||||||
| 70 W HUBBARD ST SUITE 202 | CHICAGO | IL | 60654 | NONE | PC | CIVIC ASSOCIATION | $150 |
| COLLEGE BOUND OPPORTUNITIES | |||||||
| 2033 N MILWAUKEE AVE 246 | RIVERWOODS | IL | 60015 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $500 |
| COLLEGE BOUND OPPORTUNITIES - SPONSOR SPRING EVENT | |||||||
| 2033 N MILWAUKEE AVE 246 | RIVERWOODS | IL | 60015 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $4,500 |
| COMMUNITY PARTNERS FOR AFFORDABLE HOUSING (CPAH) | |||||||
| 800 S MILWUAKEE AVE 201 | LIBERTYVILLE | IL | 60048 | NONE | PC | HOUSING ASSISTANCE | $1,500 |
| CONNECTIONS FOR THE HOMELESS | |||||||
| 2121 DEWEY AVENUE | EVANSTON | IL | 60201 | NONE | PC | HOMELESS PERSONS CENTERS, SERVICES | $1,000 |
| CONNECTIONS FOR THE HOMELESS | |||||||
| 2121 DEWEY AVENUE | EVANSTON | IL | 60201 | NONE | PC | HOMELESS PERSONS CENTERS, SERVICES | $1,000 |
| CONNECTIONS FOR THE HOMELESS | |||||||
| 2121 DEWEY AVENUE | EVANSTON | IL | 60201 | NONE | PC | HOMELESS PERSONS CENTERS, SERVICES | $1,000 |
| CRADLES TO CRAYONS | |||||||
| 2500 W BRADLEY PLACE | CHICAGO | IL | 60618 | NONE | PC | CHILDRENS SERVICES | $2,500 |
| DION'S CHICAGO DREAM | |||||||
| 1636 N CALIFORNIA AVE 2 | CHICAGO | IL | 60647 | NONE | PC | COMMUNITY SUPPORT | $1,000 |
| DION'S CHICAGO DREAM | |||||||
| 1636 N CALIFORNIA AVE 2 | CHICAGO | IL | 60647 | NONE | PC | COMMUNITY SUPPORT | $2,500 |
| DIRECT GIVING LABS | |||||||
| 944 ENFIELD DR | NORTHBROOK | IL | 60062 | NONE | PC | FAMILY SUPPORT | $3,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | INTERNATIONAL DEVELOPMENT, RELIEF SERVICES | $10,000 |
| EDIFY - SPONSOR UNDISCOVERED SHOWCASE (ACTBLUE SHOT IN THE DARK) | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | INTERNATIONAL DEVELOPMENT, RELIEF SERVICES | $3,000 |
| ERIE FAMILY HEALTH FOUNDATION | |||||||
| 1701 WEST SUPERIOR STREET 3RD FLOOR | CHICAGO | IL | 60622 | NONE | PC | HEALTHCARE | $2,500 |
| ERIE FAMILY HEALTH FOUNDATION | |||||||
| 1701 WEST SUPERIOR STREET 3RD FLOOR | CHICAGO | IL | 60622 | NONE | PC | HEALTHCARE | $5,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $2,500 |
| EVANSTON SCHOLARS | |||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $500 |
| EVANSTON SCHOLARS | |||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $2,500 |
| EVANSTON SCHOLARS - IN HONOR OF STEVE NEWMAN | |||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $1,000 |
| EVANSTON SCHOLARS - SPRING SPONSOR | |||||||
| 1234 SHERMAN AVE SUITE 214 | EVANSTON | IL | 60202 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $2,500 |
| FACING FORWARD TO END HOMELESSNESS | |||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | NONE | PC | HOMELESS PERSONS CENTERS, SERVICES | $5,000 |
| FAITH'S LODGE | |||||||
| 8301 GOLDEN VALLEY RD SUITE 210 | GOLDEN VALLEY | MN | 55427 | NONE | PC | FAMILY COUNSELING | $1,000 |
| FORWARD4TOBI | |||||||
| 318 W HALF DAY RD 206 | BUFFALO GROVE | IL | 60089 | NONE | PC | CANCER SUPPORT | $500 |
| GASTRIC CANCER FOUNDATION | |||||||
| PO BOX 338 | MILLBRAE | CA | 94030 | NONE | PC | CANCER RESEARCH | $1,500 |
| GASTRIC CANCER FOUNDATION - SWIM FOR SARA (SHOTTENSTEIN) | |||||||
| PO BOX 338 | MILLBRAE | CA | 94030 | NONE | PC | CANCER RESEARCH | $1,000 |
| GIRL FORWARD - SPONSOR - JOURNEYS EVENT | |||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | PC | YOUTH DEVELOPMENT - REFUGEES | $3,000 |
| GLOBAL GIVING HURRICANE HELENEMILTION | |||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | HUMANITARIAN RELIEF | $1,000 |
| GO FUND ME - COOPER ROBERTS HP JULY 4TH | |||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | FAMILY SUPPORT | $1,020 |
| GRATITUDE GENERATION | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | PC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $625 |
| GRATITUDE GENERATION - GALA SPONSOR | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | PC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $1,600 |
| GRATITUDE GENERATION - GOLFPICKLE EVENT SPONSOR | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | PC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $1,000 |
| GRATITUDE GENERATION - W MATCH | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | PC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $1,500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | FOOD BANKS, FOOD PANTRIES | $6,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | FOOD BANKS, FOOD PANTRIES | $10,000 |
| HEART OF THE CITY | |||||||
| 114 S GENESEE ST SUITE 303 | WAUKEGAN | IL | 60085 | NONE | PC | YOUTH SPORTS / SOCIAL SERVICE | $1,000 |
| HEART OF THE CITY | |||||||
| 114 S GENESEE ST SUITE 303 | WAUKEGAN | IL | 60085 | NONE | PC | YOUTH SPORTS / SOCIAL SERVICE | $2,500 |
| HEART OF THE CITY - GALA SPONSOR | |||||||
| 114 S GENESEE ST SUITE 303 | WAUKEGAN | IL | 60085 | NONE | PC | YOUTH SPORTS / SOCIAL SERVICE | $1,000 |
| HELLO BABY | |||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | SOCIAL SUPPORT | $405 |
| HELLO BABY | |||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | SOCIAL SUPPORT | $2,500 |
| HELLO BABY - KROESCHELL CHARITY EVENT | |||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | SOCIAL SUPPORT | $3,000 |
| HELLO BABY - KROESCHELL CHARITY EVENT | |||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | SOCIAL SUPPORT | $460 |
| HELLO BABY - MARNI'S BUTTERFLY SPONSORSHIP | |||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | SOCIAL SUPPORT | $25,000 |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PC | COMMUNITY SUPPORT | $5,000 |
| HIGHLAND PARK FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 401 | HIGHLAND PARK | IL | 60035 | NONE | PC | FIREFIGHTER APPRECIATION | $250 |
| HIGHWOOD LIBRARY AND COMMUNITY CENTER | |||||||
| PO BOX 401 | HIGHLAND PARK | IL | 60035 | NONE | PC | FIREFIGHTER APPRECIATION | $2,500 |
| ILLINOIS HOLOCAUST MUSEUM | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | EDUCATION | $2,500 |
| ILLINOIS PGA BIRDIES FOR CHARITY | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | COMMUNITY SUPPORT | $630 |
| IMAGINE ENGLEWOOD IF | |||||||
| 6407 S HONORE STREET | CHICAGO | IL | 60636 | NONE | PC | COMMUNITY SUPPORT | $1,000 |
| INSTITUTE FOR NONVIOLENCE CHICAGO | |||||||
| 6407 S HONORE STREET | CHICAGO | IL | 60636 | NONE | PC | COMMUNITY SUPPORT | $2,500 |
| JDRF - ILLINOIS - 60824 PICKLEBALL TOURNAMENT SPONSOR | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | JUVENILE DIABETIS RESEARCH | $1,500 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | INTERNATIONAL SUPPORT - ISRAEL | $2,500 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | INTERNATIONAL SUPPORT - ISRAEL | $5,000 |
| JEWISH UNITED FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | INTERNATIONAL SUPPORT - ISRAEL | $250 |
| JEWISH UNITED FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | INTERNATIONAL SUPPORT - ISRAEL | $50,000 |
| JOSSELYN | |||||||
| 1135 SKOKIE BLVD | NORTHBROOK | IL | 60062 | NONE | PC | SOCIAL SERVICES / MENTAL HEALTH | $1,000 |
| JOSSELYN - W MATCH | |||||||
| 1135 SKOKIE BLVD | NORTHBROOK | IL | 60062 | NONE | PC | SOCIAL SERVICES / MENTAL HEALTH | $2,500 |
| JUNETEENTH BGOSH | |||||||
| PO BOX 1764 | OSHKOSH | WI | 54903 | NONE | PC | RACIAL CELEBRATION AND SUPPORT | $500 |
| LADIES OF VIRTUE | |||||||
| 1245 S MICHIGAN SUITE 149 | CHICAGO | IL | 60605 | NONE | PC | YOUTH DEVELOPMENT | $1,040 |
| LAKE COUNTY COMMUNITY FOUNDATION | |||||||
| 1200 UNIVERSITY CENTER DR SUITE 333 | GRAYSLAKE | IL | 60030 | NONE | PC | COMMUNITY SUPPORT | $5,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY - SANDY FEUER | |||||||
| 3 INTERNATIONAL DR 200 | RYE BROOK | NY | 10573 | NONE | PC | CANCER - BLOOD | $100 |
| LIFT - CHICAGO | |||||||
| 3 INTERNATIONAL DR 200 | RYE BROOK | NY | 10573 | NONE | PC | EMPLOYMENT, JOB TRAINING | $3,500 |
| MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | EMERGENCY SUPPORT - ISRAEL | $1,000 |
| MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | EMERGENCY SUPPORT - ISRAEL | $1,500 |
| MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | EMERGENCY SUPPORT - ISRAEL | $1,000 |
| MAPS - MULTIDISCIPLINARY ASSOCIATION FOR PSYCHODELIC STUDIES | |||||||
| 3141 STEVENS CREEK BLVD 40563 | SAN JOSE | CA | 95117 | NONE | PC | MENTAL HEALTH | $250 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $5,000 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $2,637 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $400 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $500 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $2,570 |
| MERCY HOME FOR BOYS AND GIRLS - FALL GALA SPONSOR | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $7,500 |
| MERCY HOME FOR BOYS AND GIRLS - ST PATRICKS EVENT SPONSOR | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $1,000 |
| METROPOLITAN FAMILY SERVICES - CP4P | |||||||
| 1 NORTH DEARBORN ST SUITE 1000 | CHICAGO | IL | 60602 | NONE | PC | FAMILY SERVICES | $25,000 |
| MISERICORDIA - ANDY MASS CANDY DAYS | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | PC | SPECIAL NEEDS | $100 |
| MISERICORDIA - PERKINSMARSHALL ANNUAL FUNDRAISER | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | PC | SPECIAL NEEDS | $2,500 |
| MOTHERS TRUST FOUNDATION | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | PC | CHILDREN SERVICES | $1,000 |
| MOTHER'S TRUST FOUNDATION - SPONSOR PROM EVENT | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PC | CHILDREN SERVICES | $3,000 |
| MOTHER'S TRUST FOUNDATION - WINTER CLOTHING SPONSORSHIP | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PC | CHILDREN SERVICES | $3,200 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | MULTIPLE SCLEROSIS RESEARCH | $250 |
| NC DISASTER RELIEF FUND - HURRICANE HELENE DAMAGE | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | MULTIPLE SCLEROSIS RESEARCH | $3,500 |
| NORTH SUBURBAN LEGAL AID CLINIC | |||||||
| 1130 KILDAIRE FARM RD SUITE 100 | CARY | NC | 27511 | NONE | PC | DISASTER RELIEF | $10,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | PC | FOOD BANKS, FOOD PANTRIES | $10,000 |
| OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | NONE | PC | COMMUNITY SUPPORT | $1,000 |
| OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | NONE | PC | COMMUNITY SUPPORT | $500 |
| OPERATION PLAYGROUND - IN MEMORY OF PHIL SIMMONS | |||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | NONE | PC | COMMUNITY SUPPORT | $250 |
| ORGANIC ONENESS | |||||||
| 3120 S INDIANA AVE UNIT 403 | CHICAGO | IL | 60616 | NONE | PC | SOCIAL JUSTICE | $500 |
| OUR HOUSE THERAPY COLLECTIVE | |||||||
| 7306 N DAMEN AVE | CHICAGO | IL | 60645 | NONE | PC | MENTAL HEALTH | $1,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 1400 | BOSTON | MA | 02199 | NONE | PC | INTERNATIONAL HEALTHCARE | $2,500 |
| PARTNERS IN HEALTH - PMT 3 OF 5 YR COMMITMENT | |||||||
| 800 BOYLSTON ST SUITE 1400 | BOSTON | MA | 02199 | NONE | PC | INTERNATIONAL HEALTHCARE | $20,000 |
| RISE AGAINST HUNGER - MEAL PACKING EVENT LGC | |||||||
| 3733 NATIONAL DR 200 | RALEIGH | NC | 27612 | NONE | PC | GLOBAL HUNGER | $8,000 |
| ROLFE PANCREATIC CANCER FOUNDATION | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | PC | CANCER RESEARCH - PANCREATIC | $3,500 |
| ROLFE PANCREATIC CANCER FOUNDATION - ENMOTIVE | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | PC | CANCER RESEARCH - PANCREATIC | $1,139 |
| ROLFE PANCREATIC CANCER FOUNDATION - GALA SPONSOR | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | PC | CANCER RESEARCH - PANCREATIC | $2,591 |
| SAVE THE CHILDREN | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | PC | MEDICAL RESEARCH / SUPPORT | $1,000 |
| SHIRLEY RYAN ABILITY LAB | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | PC | HEALTHCARE SUPPORT - REHABILITATION | $1,000 |
| SPARK VENTURES | |||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | PC | INTERNATIONAL RELIEF | $6,150 |
| SPARK VENTURES | |||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | PC | INTERNATIONAL RELIEF | $2,500 |
| SPARK VENTURES - FALL GALA SPONSORSHIP | |||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | PC | INTERNATIONAL RELIEF | $2,500 |
| SPARK VENTURES - NICARAGUA CAMPAIGN | |||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | PC | INTERNATIONAL RELIEF | $1,000 |
| SPARK VENTURES - SPRING EVENT SPONSOR | |||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | PC | INTERNATIONAL RELIEF | $2,500 |
| SPECIAL OLYMPICS OF ILLINOIS - BUFFALO GROVE POLICE LAW ENFORCEMENT TORCH R | |||||||
| 605 E WILLOW ST | NORMAL | IL | 61761 | NONE | PC | RECREATION | $1,000 |
| STANFORD MEDICINE - CANCER RESEARCH | |||||||
| 605 E WILLOW ST | NORMAL | IL | 61761 | NONE | PC | CANCER RESEARCH | $1,000 |
| STANFORD MEDICINE - CANCER RESEARCH | |||||||
| 605 E WILLOW ST | NORMAL | IL | 61761 | NONE | PC | CANCER RESEARCH | $1,500 |
| STRIDES FOR PEACE | |||||||
| 200 W MADISON ST 3RD FLOOR | CHICAGO | IL | 60606 | NONE | PC | PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE | $2,500 |
| STRIDES FOR PEACE - 61424 RACE AGAINS GUN VIOLENCE SPONSOR | |||||||
| 200 W MADISON ST 3RD FLOOR | CHICAGO | IL | 60606 | NONE | PC | PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE | $5,000 |
| STRIDES FOR PEACE - ENMOTIVE | |||||||
| 200 W MADISON ST 3RD FLOOR | CHICAGO | IL | 60606 | NONE | PC | PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE | $44 |
| SUNSHINE ENTERPRISES NEXT LEVEL EXCHANGE | |||||||
| 503 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | POVERTY | $5,000 |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | PC | SOCIAL SERVICES | $1,800 |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | PC | SOCIAL SERVICES | $1,800 |
| UCAN | |||||||
| 3605 W FILLMORE ST | CHICAGO | IL | 60624 | NONE | PC | COMMUNITY SUPPORT | $1,000 |
| UNIFY AMERICA | |||||||
| 1720 CENTRAL ST APT 221 | EVANSTON | IL | 60201 | NONE | PC | PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE AND OTHER | $1,000 |
| UNITED HELP UKRAINE | |||||||
| 1720 CENTRAL ST APT 221 | EVANSTON | IL | 60201 | NONE | PC | HUMANITARIAN RELIEF - UKRAINE | $2,500 |
| UNIVERSITY OF CHICAGO - COMPREHENSIVE CANCER CENTER | |||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20878 | NONE | PC | MEDICAL RESEARCH / SUPPORT | $1,000 |
| UPTOWN MUSIC THEATER OF HP | |||||||
| US BANK LOCK BOX 78807 | MILWAUKEE | WI | 53278 | NONE | PC | EDUCATION | $100 |
| UPTOWN MUSIC THEATER OF HP - LES MIZ SPONSOR | |||||||
| US BANK LOCK BOX 78807 | MILWAUKEE | WI | 53278 | NONE | PC | EDUCATION | $1,000 |
| UW FOUNDATION - DR HARVEY & DONNA WICHMAN | |||||||
| 184 LEONARD WOOD S 208 | HIGHLAND PARK | IL | 60035 | NONE | PC | COMMUNITY THEATRE, SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $2,500 |
| VETERNS OF FOREIGN WARS | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | PC | VETERAN SUPPORT | $500 |
| VIETNAM VETERANS MEMORIAL FUND | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | PC | VETERAN SUPPORT | $500 |
| WE GROW CHICAGO (IMAGINE ENGLEWOOD IF) | |||||||
| 6402 S HONORE | CHICAGO | IL | 60636 | NONE | PC | HUMAN SERVICES | $1,000 |
| WEST SUBURBAN HUMANE SOCIETY | |||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | PC | ANIMAL PROTECTION AND WELFARE | $200 |
| WEST SUBURBAN HUMANE SOCIETY | |||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | PC | ANIMAL PROTECTION AND WELFARE | $500 |
| WEST SUBURBAN HUMANE SOCIETY | |||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | PC | ANIMAL PROTECTION AND WELFARE | $461 |
| WORLD CENTRAL KITCHEN - HURRICANE HELENEMILTION | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | FOOD RELIEF | $2,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | VETERANS ASSISTANCE | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | VETERANS ASSISTANCE | $1,000 |
| YMCA MCGAW CAMP ECHO | |||||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | HUMAN SERVICES | $1,000 |
| YOUTH GUIDANCE | |||||||
| 1 N LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | NONE | PC | COUNSELING, MENTAL HEALTH, MENTORING | $1,000 |
| YOUTH GUIDANCE | |||||||
| 1 N LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | NONE | PC | COUNSELING, MENTAL HEALTH, MENTORING | $1,000 |
| YOUTH SERVICES | |||||||
| 3080 W LAKE AVE | GLENVIEW | IL | 60026 | NONE | PC | YOUTH MENTAL WELLNESS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,134 | 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 | $51,709 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $255,278 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $436,036 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $436,036 | 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 | $2,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB GLOBAL BOND FUND- ADV | $1,080,030 | $979,425 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | $1,081,306 | $978,013 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (77 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB CONSERVATIVE BUFFER ETF | $386,229 | $416,533 |
| AB DISCOVERY GRWTH FUND- AD | $83,818 | $87,466 |
| AB DISCOVERY VALUE-ADV | $107,904 | $111,644 |
| AB EMERGING MARKETS PORT | $115,581 | $110,063 |
| AB INTERNATIONAL SMALL CAP PORTFOLIO - ADV CL | $200,355 | $201,645 |
| AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL | $1,204,682 | $1,213,486 |
| AB SMALL CAP CORE PORTFOLIO ADV CL | $76,499 | $76,372 |
| ADOBE INC | $24,947 | $25,347 |
| ALPHABET INC-CL C | $63,588 | $118,454 |
| AMAZON.COM INC | $71,758 | $103,333 |
| AMEREN CORPORATION | $16,097 | $15,956 |
| AMERICAN ELECTRIC POWER | $14,385 | $16,048 |
| APPLE INC | $43,266 | $110,936 |
| AUTOZONE INC | $7,693 | $16,010 |
| BAKER HUGHES CO | $21,511 | $26,294 |
| BANK OF AMERICA CORP | $23,511 | $30,369 |
| BOOZ ALLEN HAMILTON HOLDINGS | $3,926 | $6,178 |
| BROADCOM INC | $31,838 | $68,393 |
| CAMECO CORP | $10,078 | $13,259 |
| CDW CORP/DE | $5,957 | $8,180 |
| CHARLES SCHWAB CORP NEW | $34,548 | $36,635 |
| CHEVRON CORP | $6,135 | $5,938 |
| COCA-COLA CO/THE | $18,333 | $20,110 |
| COMCAST CORP-CLASS A | $27,853 | $24,395 |
| CONSTELLATION BRANDS INC-A | $14,903 | $14,586 |
| CORTEVA INC | $18,064 | $19,082 |
| COSTCO WHOLESALE CORP | $6,618 | $15,577 |
| CSX CORP | $29,169 | $30,850 |
| DEERE & CO | $16,330 | $16,948 |
| DIGITAL REALTY TRUST INC | $17,349 | $16,669 |
| EATON CORP PLC | $14,895 | $32,855 |
| EDWARDS LIFESCIENCES CORP | $11,453 | $10,068 |
| EOG RESOURCES INC | $25,469 | $30,645 |
| FISERV INC | $20,165 | $21,980 |
| GE VERNOVA INC | $11,794 | $22,038 |
| GOLDMAN SACHS GROUP INC | $24,018 | $41,229 |
| HOME DEPOT INC | $22,086 | $31,897 |
| HONEYWELL INTERNATIONAL INC | $12,472 | $13,102 |
| HUBSPOT INC | $8,909 | $11,148 |
| HYATT HOTELS CORP - CL A | $5,465 | $8,163 |
| IQVIA HOLDINGS INC | $28,881 | $27,708 |
| KLA CORP | $9,061 | $13,863 |
| LABCORP HOLDINGS INC | $14,419 | $13,989 |
| LINDE PLC | $13,763 | $18,840 |
| LYONDELLBASELL INDU-CL A | $22,536 | $19,682 |
| MEDTRONIC PLC | $35,835 | $28,437 |
| MERCK & CO. INC. | $20,408 | $16,514 |
| META PLATFORMS INC-CLASS A | $36,332 | $80,215 |
| MICROSOFT CORP | $86,401 | $173,237 |
| NIKE INC -CL B | $16,176 | $12,940 |
| NVIDIA CORP | $30,083 | $159,671 |
| NXP SEMICONDUCTORS NV | $20,315 | $24,111 |
| ORACLE CORP | $23,517 | $42,993 |
| OTIS WORLDWIDE CORP | $11,668 | $13,892 |
| PACCAR INC | $14,997 | $20,284 |
| PENTAIR PLC | $6,861 | $8,655 |
| PROCTER & GAMBLE CO/THE | $19,159 | $21,962 |
| PROGRESSIVE CORP | $16,572 | $30,191 |
| PROLOGIS INC | $23,792 | $21,669 |
| QUALCOMM INC | $5,612 | $7,374 |
| REGENERON PHARMACEUTICALS | $13,384 | $12,110 |
| ROCHE HOLDINGS LTD-SPONS ADR | $21,387 | $17,859 |
| SERVICENOW INC | $3,681 | $8,481 |
| STARBUCKS CORP | $13,913 | $13,414 |
| TAIWAN SEMICONDUCTOR-SP ADR | $16,406 | $17,774 |
| THERMO FISHER SCIENTIFIC INC | $19,140 | $19,769 |
| T-MOBILE US INC | $18,627 | $28,916 |
| UNITEDHEALTH GROUP INC | $45,000 | $58,174 |
| VERTEX PHARMACEUTICALS INC | $14,811 | $21,343 |
| VISA INC-CLASS A SHARES | $56,532 | $84,383 |
| WALMART INC | $30,342 | $54,842 |
| WALT DISNEY CO/THE | $25,962 | $29,174 |
| WATERS CORP | $15,279 | $19,291 |
| WELLS FARGO & CO | $25,749 | $40,037 |
| WESTERN DIGITAL CORP | $5,086 | $5,367 |
| WILLIS TOWERS WATSON PLC | $7,914 | $11,277 |
| ZOETIS INC | $13,157 | $13,197 |
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 | $433,600 | $322,025 |
| OVERLAY B PORTFOLIO CLASS 1 | AT COST | $92,596 | $82,343 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $350 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL CHARITABLE BUREAU FUND | $25 | $0 | $0 |
| BANK FEES | $45 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Amt | $20,292 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $25,961 | Amt |
| Net Investment Income | $25,961 | 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 | $5,039 | Amt |
| Net Investment Income | $5,039 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |