LEE ANN AND MELVIN H JACOBS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEE ANN AND MELVIN H JACOBS FOUNDATION (EIN 36-6080570)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-02-10
- IRS object ID
- 202530419349100413
- Schema version
- 2023v6.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-10T09:32:00-06:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363770541 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS SAVIANO CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 787 INDUSTRIAL DRIVE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601261130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366080570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE ANN AND MELVIN H JACOBS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LISA NEMEROFF | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEA | BusinessNameControlTxt |
| Phone | 3125435108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 EAST BELLEVUE 1005 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA NEMEROFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3125435108 | PhoneNum |
| Signature | 2025-02-10 | 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 | DENNIS SAVIANO | PreparerPersonNm |
| PTIN | P00064335 | PTIN |
| Phone | 8478701040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $6,812,063 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,662 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,662 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $284,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,701 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,101,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,622 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79,025 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,025 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $444,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $414,010 | 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 | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,566 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,566 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,095 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $342,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $342,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $373,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $342,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $383,019 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,358 | CashBOYAmt |
| Cash EOY | $16,746 | CashEOYAmt |
| Cash EOYFMV | $16,746 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $729,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $703,467 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $703,467 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,483,315 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $927,244 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $934,453 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,545,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,796,264 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,093,161 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,230 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,363,777 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $830,736 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $53,052 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $201,967 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $233,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,938,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,009,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,812,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,938,721 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,009,465 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,938,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,009,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,938,721 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,009,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,938,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,009,465 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,009,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AMERIPRISE | P | $797,399 | $707,235 | $90,164 | $90,164 |
| SCHWAB 4729 | P | $278,933 | $292,820 | -$13,887 | -$13,887 |
| SCHWAB 8839 | P | $2,025,376 | $2,079,031 | -$53,655 | -$53,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,622 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,324 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,324 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,324 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $320 | EsPenaltyAmt |
| Tax Due | $5,644 | TaxDueAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LISA NEMEROFF | IndividualWithBooksNm |
| Phone | 3125435108 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 EAST BELLEVUE 1005 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA NEMEROFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 EAST BELLEVUE 1005 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR, MANAGING | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 12.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $6,929,041 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,974,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,974,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,869,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $343,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $343,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,324 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,324 | TotalTaxAmt |
| Distributable Before Adj | $338,175 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $338,175 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $338,175 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $342,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $342,275 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,328 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,013 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,774 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,149 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,132 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $132,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $342,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $338,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,100 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $136,496 | 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 | $21,328 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $115,168 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,013 | ExcessFromYear4Amt |
| Excess From Year3 | $29,774 | ExcessFromYear3Amt |
| Excess From Year2 | $27,149 | ExcessFromYear2Amt |
| Excess From Year1 | $25,132 | ExcessFromYear1Amt |
| Excess From Current Year | $4,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA NEMEROFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| A SENSE OF HOME | ||||||
| 3457 W EL SEGUNDO BLVD A | HAWTHORNE | CA | 90250 | IRS APPROVED CHARITY | $2,000 | |
| ALICE'S KIDS | ||||||
| PO BOX 60 | MOUNT VERNON | VA | 22121 | IRS APPROVED CHARITY | $2,000 | |
| ALL HANDS AND HEARTS | ||||||
| 6 COUNTY RD SUITE 6 | MATTAPOISETT | MA | 02739 | IRS APPROVED CHARITY | $4,000 | |
| BEREA COLLEGE | ||||||
| CPO 2216 | BEREA | KY | 40404 | IRS APPROVED CHARITY | $20,000 | |
| BETTER BASICS | ||||||
| 1231 SECOND AVE SOUTH | BIRMINGHAM | AL | 35233 | IRS APPROVED CHARITY | $2,000 | |
| BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO | ||||||
| 560 W LAKE ST 5TH FLOOR | CHICAGO | IL | 60661 | IRS APPROVED CHARITY | $2,500 | |
| CALIFORNIA NURSES FOUNDATION | ||||||
| 155 GRAND AVE | OAKLAND | CA | 94612 | IRS APPROVED CHARITY | $3,000 | |
| CASA OF LOS ANGELES | ||||||
| 201 CENTRE PLAZA DR ROOM 1100 | MONTEREY PARK | CA | 917542142 | IRS APPROVED CHARITY | $3,000 | |
| CATHOLIC CHARITIES ARCHDIOCESE OF CHICAGO | ||||||
| 721 N LASALLE STREET | CHICAGO | IL | 60654 | IRS APPROVED CHARITY | $3,500 | |
| CENTRAL DOWNTOWN FOOD BASKET | ||||||
| AT ST JOHNS LUTHERAN CHURCH 1701 L | SACRAMENTO | CA | 95811 | IRS APPROVED CHARITY | $2,500 | ST |
| CHEMOCESSARIES | ||||||
| 2110 ARTESIA BLVD 834 | REDONDO BEACH | CA | 90278 | IRS APPROVED CHARITY | $3,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | ||||||
| 455 EAST COLUMBIA STREET STE 32 | LONG BEACH | CA | 90806 | IRS APPROVED CHARITY | $7,500 | |
| CHILDREN'S INSTITUTE INC | ||||||
| 2121 W TEMPLE STREET DEVELOPMENT | LOS ANGELES | CA | 90026 | IRS APPROVED CHARITY | $2,500 | DEPT |
| CITY OF HOPE | ||||||
| 1500 E DUARTE RD PHILANTHROPY | DUARTE | CA | 91010 | IRS APPROVED CHARITY | $5,000 | OFFICE |
| CROSSROADS FOR WOMEN | ||||||
| 239 ELM ST NE | ALBUQUERQUE | NM | 87102 | IRS APPROVED CHARITY | $2,500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 150 N MICHIGAN AVE SUITE 1550 | CHICAGO | IL | 60601 | IRS APPROVED CHARITY | $15,000 | |
| FERST FOUNDATION FOR CHILDHOOD LITERACY | ||||||
| PO BOX 1327 | MADISON | GA | 30650 | IRS APPROVED CHARITY | $2,500 | |
| GOLDEN HEART RANCH | ||||||
| 703 PIER AVE SUITE B194 | HERMOSA BEACH | CA | 90254 | IRS APPROVED CHARITY | $3,500 | |
| GOOD SHEPARD CENTER FOR HOMELESS WOMEN | ||||||
| 1531 JAMES M WOODS BLVD CATHOLIC | LOS ANGELES | CA | 90015 | IRS APPROVED CHARITY | $10,000 | CHARITIES OF LA |
| HAWAII COMMUNITY FOUNDATION | ||||||
| 827 FOR STREET MALL | HONOLULU | HI | 96813 | IRS APPROVED CHARITY | $7,500 | |
| HUNGER RESOURCE NETWORK | ||||||
| 3025 WALTERS AVE | NORTHBROOK | IL | 60062 | IRS APPROVED CHARITY | $2,000 | |
| LA RABIDA CHILDRENS HOSPITAL | ||||||
| 6501 PROMONTORY DR DEVELOPMENT DEPT | CHICAGO | IL | 60649 | IRS APPROVED CHARITY | $20,000 | |
| LOS ANGELES JEWISH HOME | ||||||
| 7150 TAMPA AVE FUND DEVELOPMENT | RESEDA | CA | 91335 | IRS APPROVED CHARITY | $5,000 | |
| LURIE CHILDREN'S FOUNDATION | ||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 606112991 | IRS APPROVED CHARITY | $5,000 | |
| MD ANDERSON CANCER CENTER | ||||||
| 1515 HOLCOMBE BLVD DEVELOPMENT DEPT | HOUSTON | TX | 77030 | IRS APPROVED CHARITY | $10,000 | |
| MEDSHARE | ||||||
| 3240 CLIFTON SPRINGS RD | DECATUR | GA | 30034 | IRS APPROVED CHARITY | $10,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE OFFICE OF DEVELOPMENT | NEW YORK | NY | 10065 | IRS APPROVED CHARITY | $5,000 | |
| MERCY HOME FOR BOYS AND GIRLS | ||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | IRS APPROVED CHARITY | $6,000 | |
| MERCY SHIPS | ||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 757711930 | IRS APPROVED CHARITY | $7,500 | |
| MPN RESEARCH FOUNDATION | ||||||
| 180 N MICHIGAN AVE STE 1870 | CHICAGO | IL | 60601 | IRS APPROVED CHARITY | $5,000 | |
| NATIONAL ASSOCIATION OF CHARITABLE & FREE CLINICS | ||||||
| 1800 DIAGONAL RD STE 600 | ALEXANDRIA | VA | 223142840 | IRS APPROVED CHARITY | $3,500 | |
| NORTH HOLLYWOOD INTERFAITH FOOD PANTRY | ||||||
| 4390 COLFAX FIRST CHRISTIAN CHURCH | STUDIO CITY | CA | 91604 | IRS APPROVED CHARITY | $3,500 | |
| NOURISHING HOPE | ||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | IRS APPROVED CHARITY | $10,000 | |
| OPEN BOOKS | ||||||
| 651 LAKE ST | CHICAGO | IL | 60661 | IRS APPROVED CHARITY | $1,500 | |
| ORANGEWOOD FOUNDATION | ||||||
| 1575 E 17TH ST | SANTA ANA | CA | 92705 | IRS APPROVED CHARITY | $3,000 | |
| PACIFIC GARDEN MISSION | ||||||
| 1458 SOUTH CANAL | CHICAGO | IL | 60607 | IRS APPROVED CHARITY | $2,500 | |
| PAINTED TURTLE CAMP | ||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | IRS APPROVED CHARITY | $10,000 | |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST 1400 | BOSTON | MA | 02199 | IRS APPROVED CHARITY | $8,000 | |
| PATERSON HABITAT FOR HUMANITY | ||||||
| PO BOX 2585 | PATERSON | NJ | 07509 | IRS APPROVED CHARITY | $10,000 | |
| PAWS CHICAGO | ||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 606144922 | IRS APPROVED CHARITY | $5,000 | |
| PROVIDENCE HOUSE INC | ||||||
| 703 LEXINGTON AVE | BROOKLYN | NY | 11221 | IRS APPROVED CHARITY | $3,500 | |
| SAINT JOHNS HEALTH CENTER FOUNDATION | ||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 904042303 | IRS APPROVED CHARITY | $5,000 | |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY 400 | FAIRFIELD | CT | 06825 | IRS APPROVED CHARITY | $10,000 | |
| SCHOLARSHIP AMERICA | ||||||
| 7900 INTERNATIONAL DR STE 500 | MINNEAPOLIS | MN | 55425 | IRS APPROVED CHARITY | $5,000 | |
| SECOND CHANCE HUMANE SOCIETY | ||||||
| 177 COUNTY RD 10 PO BOX 2096 | RIDGWAY | CO | 81432 | IRS APPROVED CHARITY | $3,000 | |
| ST MARY'S DINING ROOM | ||||||
| 545 W SONORA ST | STOCKTON | CA | 95203 | IRS APPROVED CHARITY | $3,500 | |
| ST RITA SCHOOL FOR THE DEAF | ||||||
| 1720 GLENDALE MILFORD RD | CINCINATTI | OH | 45215 | IRS APPROVED CHARITY | $5,000 | |
| SUPPLIES OVER SEAS | ||||||
| 1500 ARLINGTON AVENUE | LOUISVILLE | KY | 40206 | IRS APPROVED CHARITY | $12,500 | |
| TOYS FOR TOTS MARINE | ||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | IRS APPROVED CHARITY | $1,775 | |
| UNICEF USA | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | IRS APPROVED CHARITY | $5,000 | |
| UNITED NEGRO COLLEGE FUND | ||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | IRS APPROVED CHARITY | $12,500 | |
| WEST VALLEY FOOD PANTY | ||||||
| 5700 RUDNICK | WOODLAND HILLS | CA | 91367 | IRS APPROVED CHARITY | $10,000 | |
| WORLD CENTRAL KITCHEN DONOR SERVICES | ||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | IRS APPROVED CHARITY | $2,500 | |
| ZION GROVE BAPTIST CHURCH | ||||||
| 231-33 E PERSHING RD | CHICAGO | IL | 60653 | IRS APPROVED CHARITY | $27,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $342,275 | 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 | $27,662 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,701 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $414,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $414,010 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JACOBS TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 EAST BELLEVUE 1005 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,363,777 | EOYBookValueAmt |
| EOYFMV | $830,736 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,796,264 | EOYBookValueAmt |
| EOYFMV | $4,093,161 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $927,244 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $934,453 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $201,967 | BookValueAmt |
| EOYFMV | $233,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS ATTORNEY GENERAL | Desc |
| Revenue And Expenses Per Books | $130 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME SCHWAB | $2,897 | $2,897 | $2,897 |
| OTHER INCOME | $76,128 | $76,128 | $76,128 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $22,443 | $22,443 | $0 |
| ANNUAL MEETING | $123 | $123 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEEANN JACOBS TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 E BELLEVUE 1005 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $4,095 | Amt |
| Net Investment Income | $4,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |