LEVA FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LEVA FAMILY FOUNDATION (EIN 81-2973239)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349102431
- Schema version
- 2025v4.1
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T13:27:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934792291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORREN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 W MONROE ST STE 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 | 2025-01-01 | 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 | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN V BASSO | PreparerPersonNm |
| PTIN | P00582766 | PTIN |
| Phone | 3127824710 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $9,867,307 | 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 | $1,001,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,784 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,784 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $186,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $322,927 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,151,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $322,927 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,538,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $537,215 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,226 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,226 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,247 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $236 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,786 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $503,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $503,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $546,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $506,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $992,355 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $497,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,132 | CashBOYAmt |
| Cash EOY | $135,474 | CashEOYAmt |
| Cash EOYFMV | $135,474 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,352,107 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $818,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $818,353 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,662,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,536,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,863,666 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,161,336 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,652,059 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,512,137 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $526,196 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $622,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $537,677 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,771,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,764,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,867,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,771,180 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,764,420 | 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 | $7,771,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,764,420 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,771,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,764,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,771,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $992,355 | ExcessRevenueOverExpensesAmt |
| Other Increases | $885 | OtherIncreasesAmt |
| Subtotal | $8,764,420 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,764,420 | 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 | 2025-12-31 | $186,368 | $183,725 | $2,643 | $2,643 | |
| PUBLICLY TRADED SECURITIES | 2025-12-31 | $789,297 | $645,285 | $144,012 | $144,012 | |
| CAPITAL GAINS DIVIDENDS | $176,272 | $176,272 | $176,272 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $322,927 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | 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 | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81 | OverpaymentAmt |
| Applied To ES Tax | $81 | 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 | Yes (1) | 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 | $8,424,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,383 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,550,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,550,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,421,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $421,094 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $421,094 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,919 | TotalTaxAmt |
| Distributable Before Adj | $414,175 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $414,175 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $414,175 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $506,887 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $506,887 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $414,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $257,497 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,027 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,063 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $105,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,676 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $528,033 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $506,887 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $414,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $92,712 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $620,745 | 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 | $257,497 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $363,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,027 | ExcessFromYear4Amt |
| Excess From Year3 | $43,063 | ExcessFromYear3Amt |
| Excess From Year2 | $105,770 | ExcessFromYear2Amt |
| Excess From Year1 | $89,676 | ExcessFromYear1Amt |
| Excess From Current Year | $92,712 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (142 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 112 EDUCATION FOUNDATION | |||||||
| 445 SHERIDAN RD | HIGHWOOD | IL | 60040 | NONE | PC | EDUCATION PROGRAMS | $1,000 |
| A SAFE PLACE | |||||||
| 2710 17TH STREET | ZION | IL | 60099 | NONE | PC | WOMEN'S SHELTER / DOMESTIC ABUSE | $500 |
| AMERICAN DIABETES ASSOCIATION - RICK'S GOLF DAY | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | NONE | PC | RESEARCH/SUPPORT - DIABETIS | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| 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 | $2,597 |
| AUTISM SPEAKS | |||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | PC | AUTISM RESEARCH AND SUPPORT | $500 |
| AUTISM SPEAKS | |||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | PC | AUTISM RESEARCH AND SUPPORT | $936 |
| BASIC HEALTH INTERNATIONAL | |||||||
| 6425 LIVING PLACE FL 2 | PITTSBURGH | PA | 15206 | NONE | PC | GLOBAL HEALTHCARE | $2,500 |
| 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 |
| BETH EMET SOUP KITCHEN | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | PC | RELIGIOUS ORGANIZATION - HUNGER | $2,500 |
| BETH EMET SOUP KITCHEN | |||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | NONE | PC | RELIGIOUS ORGANIZATION - HUNGER | $2,500 |
| BG FOUNDATION - EVENT SPONSOR SUPPORTING CEL & ADVANCED CARE | |||||||
| 775 CORPORATE WOODS PARKWAY | VERNON HILLS | IL | 60061 | NONE | PC | GENERAL SUPPORT | $2,603 |
| BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY | |||||||
| 103 S MAIN ST | WEST BEND | WI | 53095 | NONE | PC | YOUTH SOCIAL SERVICE | $100 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $3,500 |
| BREAKTHROUGH T1D (FORMERLY JDRF) | |||||||
| 35 E WACKER DR SUITE 2200 | CHICAGO | IL | 60601 | NONE | PC | JUVENILE DIABETIS RESEARCH | $500 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PC | CANCER SUPPORT | $500 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PC | CANCER SUPPORT | $1,200 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PC | CANCER SUPPORT | $1,100 |
| 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 | $518 |
| CARING WOMEN'S CONNECTION | |||||||
| PO BOX 234 | LAKE ZURICH | IL | 60047 | NONE | PC | HUMAN SERVICES | $750 |
| CENTER FOR ENRICHED LIVING (CEL) | |||||||
| 280 SAUNDERS RD | RIVERWOODS | IL | 60015 | NONE | PC | HUMAN SERVICES - DISABILITIES | $2,500 |
| CENTER FOR ENRICHED LIVING (CEL) | |||||||
| 280 SAUNDERS RD | RIVERWOODS | IL | 60015 | NONE | PC | HUMAN SERVICES - DISABILITIES | $2,900 |
| CHABAD THE UNIVERSITY OF TEXAS | |||||||
| 2101 NUECES STREET | AUSTIN | TX | 78705 | NONE | PC | GENERAL SUPPORT | $500 |
| CHICAGO CENTER FOR THE ARTS & TECHNOLOGY (CHICAT) | |||||||
| 1701 W 13TH ST | CHICAGO | IL | 60608 | NONE | PC | JOB TRAINING | $2,500 |
| CHICAGO CRED | |||||||
| 300 EAST RANDOLPH STE 3850 | CHICAGO | IL | 60601 | NONE | PC | COMMUNITY SUPPORT - VIOLENCE PROVENTION | $2,500 |
| CITY CLUB OF CHICAGO | |||||||
| 70 W HUBBARD ST SUITE 202 | CHICAGO | IL | 60654 | NONE | PC | CIVIC ASSOCIATION | $500 |
| 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 | $359 |
| COLLEGE BOUND OPPORTUNITIES - SPONSOR SUMMER EVENT | |||||||
| 2033 N MILWAUKEE AVE 246 | RIVERWOODS | IL | 60015 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $4,500 |
| COMMUNITY PARTNERS FOR AFFORDABLE HOUSING | |||||||
| 800 S MILWUAKEE AVE 201 | LIBERTYVILLE | IL | 60048 | NONE | PC | HOUSING ASSISTANCE | $1,000 |
| CONNECTIONS FOR THE HOMELESS | |||||||
| 2121 DEWEY AVENUE | EVANSTON | IL | 60201 | NONE | PC | HOMELESS PERSONS CENTERS, SERVICES | $2,500 |
| CRADLES TO CRAYONS | |||||||
| 2500 W BRADLEY PLACE | CHICAGO | IL | 60618 | NONE | PC | CHILDRENS SERVICES | $1,000 |
| DANA FARBER CANCER INSTITUTE PAN-MASS CHALLENGE - SHAWN HAWTHORNE RACE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | CANCER RESEARCH | $103 |
| EDIFYE - UNDISCOVERED SHOWCASE SPONSOR | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ERIE FAMILY HEALTH FOUNDATION | |||||||
| 1701 WEST SUPERIOR STREET 3RD FLOOR | CHICAGO | IL | 60622 | NONE | PC | HEALTHCARE | $15,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $3,500 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $1,000 |
| EVANSTON SCHOLARS | |||||||
| 1234 SHERMAN AVE 214 | EVANSTON | IL | 60202 | NONE | PC | SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $1,000 |
| EVANSTON SCHOLARS - SPONSOR SPRING POMP EVENT | |||||||
| 1234 SHERMAN AVE 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 | $2,500 |
| FORWARD FOR TOBI FOUNDATION | |||||||
| 318 W HALF DAY RD 206 | BUFFALO GROVE | IL | 60089 | NONE | PC | CANCER SUPPORT | $250 |
| FRIENDS OF THE IDF (FIDF) | |||||||
| 29 E MADISON ST | CHICAGO | IL | 60602 | NONE | PC | INTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY | $2,500 |
| FRIENDS OF THE IDF (FIDF) | |||||||
| 29 E MADISON ST | CHICAGO | IL | 60602 | NONE | PC | INTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY | $2,575 |
| GASTRIC CANCER FOUNDATION | |||||||
| PO BOX 338 | MILLBRAE | CA | 94030 | NONE | PC | CANCER RESEARCH | $1,000 |
| GENDER COOL PROJECT | |||||||
| 2070 GREEN BAY ROAD STE 153 | HIGHLAND PARK | IL | 60035 | NONE | PC | SOCIAL SUPPORT | $500 |
| GENDER COOL PROJECT | |||||||
| 2070 GREEN BAY ROAD STE 153 | HIGHLAND PARK | IL | 60035 | NONE | PC | SOCIAL SUPPORT | $2,650 |
| GI RESEARCH FOUNDATION - GOLF CART SPONSOR | |||||||
| 2070 GREEN BAY RD STE 167 | HIGHLAND PARK | IL | 60035 | NONE | PC | DIGESTIVE DISEASE RESEARCH | $3,100 |
| GIRL FORWARD - JOURNEY'S EVENT SPONSOR | |||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | NONE | PC | YOUTH DEVELOPMENT - REFUGEES | $1,000 |
| GLOBAL GIVING - HURRICANE MELISSA RELIEF FUND - JAMAICA | |||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | HUMANITARIAN RELIEF - JAMAICA | $1,000 |
| GRATITUDE GENERATION | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | PC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $2,420 |
| GRATITUDE GENERATION | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | PC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $500 |
| GRATITUDE GENERATION - GALA SPONSOR | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | PC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $2,109 |
| GRATITUDE GENERATION - PICKLEBALL SPONSOR | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | NONE | PC | PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL | $1,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | FOOD BANKS, FOOD PANTRIES | $20,000 |
| HALLEE 225 | |||||||
| 229 PARK AVE | HIGHLAND PARK | IL | 60035 | NONE | PC | COMMUNITY SUPPORT | $500 |
| HEART OF THE CITY - BAGS TOURNAMENT SPONSOR | |||||||
| 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 | $1,500 |
| HELLO BABY - KROESCHELL OUTING SPONSOR | |||||||
| 600 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | SOCIAL SUPPORT | $3,012 |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PC | COMMUNITY SUPPORT | $20,000 |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PC | COMMUNITY SUPPORT | $800 |
| HIGHLAND PARK FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 401 | HIGHLAND PARK | IL | 60035 | NONE | PC | FIREFIGHTER APPRECIATION | $250 |
| HIGHWOOD LIBRARY & COMMUNITY CENTER | |||||||
| PO BOX 401 | HIGHLAND PARK | IL | 60035 | NONE | PC | PUBLIC LIBRARY - COMMUNITY SUPPORT | $1,000 |
| HONOR FLIGHT AUSTIN | |||||||
| 5600 BURNET RD | AUSTIN | TX | 78756 | NONE | PC | VETERAN SERVICES | $500 |
| HP COMMUNITY EARLY CHILDHOOD CENTER | |||||||
| 640 RIDGE RD | HIGHLAND PARK | IL | 60035 | NONE | PC | EARLY EDUCATION | $1,000 |
| ILLINOIS HOLOCAUST MUSEUM | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | EDUCATION | $2,500 |
| ILLINOIS PGA FOUNDATION - GOLF (GREATER ORGANIZATION FOR THE LESS FORTUN | |||||||
| 1 BRIAR ROAD | GOLF | IL | 60029 | NONE | PC | COMMUNITY SUPPORT | $625 |
| INSTITUTE FOR NONVIOLENCE CHICAGO | |||||||
| 6407 S HONORE STREET | CHICAGO | IL | 60636 | NONE | PC | COMMUNITY SUPPORT - VIOLENCE PROVENTION | $5,000 |
| JCC CAMP INTERLAKEN | |||||||
| 7050 OLD HWY 70 | EAGLE RIVER | WI | 54521 | NONE | PC | GENERAL SUPPORT | $3,500 |
| JCFS CHICAGO | |||||||
| 230 W MONROE ST 1100 | CHICAGO | IL | 60606 | NONE | PC | SOCIAL SERVICES | $5,000 |
| JEWISH FEDERATION OF LOS ANGELES - LA WILD FIRES | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | COMMUNITY SUPPORT - 2025 WILDFIRES | $1,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | INTERNATIONAL SUPPORT - ISRAEL | $10,000 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | RELIGIOUS, VARIOUS SERVICES | $60,000 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | RELIGIOUS, VARIOUS SERVICES | $439 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | RELIGIOUS, VARIOUS SERVICES | $10,000 |
| JOSSELYN | |||||||
| 1135 SKOKIE BLVD | NORTHBROOK | IL | 60062 | NONE | PC | SOCIAL SERVICES / MENTAL HEALTH | $5,000 |
| LADIES OF VIRTUE | |||||||
| 1245 S MICHIGAN SUITE 149 | CHICAGO | IL | 60605 | NONE | PC | YOUTH DEVELOPMENT | $2,500 |
| LAKE COUNTY COMMUNITY FOUNDATION | |||||||
| 1200 UNIVERSITY CENTER DR SUITE 333 | GRAYSLAKE | IL | 60030 | NONE | PC | COMMUNITY SUPPORT | $5,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY - KIM SCHWAB MARATHON RUN FOR MARNI RABEN | |||||||
| 3 INTERNATIONAL DR 200 | RYE BROOK | NY | 10573 | NONE | PC | CANCER - BLOOD | $500 |
| LEUKEMIA AND LYMPHOMA SOCIETY - SANDY FEUER | |||||||
| 3 INTERNATIONAL DR 200 | RYE BROOK | NY | 10573 | NONE | PC | CANCER - BLOOD | $250 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION - LA WILD FIRES | |||||||
| 230 W MONROE ST 1100 | CHICAGO | IL | 60606 | NONE | PC | FIREFIGHTER SUPPORT - 2025 WILDFIRES | $1,000 |
| MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | EMERGENCY SUPPORT - ISRAEL | $5,000 |
| MARK YOUR PATH FORWARD FOUNDATION | |||||||
| PO BOX 114 | ELK GROVE VILLAGE | IL | 60009 | NONE | PC | FIREFIGHTER SCHOLARSHIP SUPPORT | $250 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $1,100 |
| 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 | $3,138 |
| MERCY HOME FOR BOYS AND GIRLS - LUX SPONSOR | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $7,500 |
| MERCY HOME FOR BOYS AND GIRLS - POKER NIGHT SPONSORSHIP | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $2,500 |
| MERCY HOME FOR BOYS AND GIRLS - ST PATRICKS DAY SPONSOR | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | CHILDREN SERVICES | $1,000 |
| METROPOLITAN FAMILY SERVICES - COMMUNITY PARTNERS FOR PEACE | |||||||
| 1 NORTH DEARBORN ST SUITE 1000 | CHICAGO | IL | 60602 | NONE | PC | HUMAN SERVICES - VIOLENCE PREVENTION | $25,000 |
| MISERICORDIA | |||||||
| 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 | $5,000 |
| MOTHERS TRUST FOUNDATION - SUMMER CAMP CAMPAIGN | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | PC | CHILDREN SERVICES | $1,000 |
| NATIONAL MS SOCIETY - JOE PADORR BIKE MS TOUR DE FARMS 2025 | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | MULTIPLE SCLEROSIS RESEARCH | $265 |
| NATIONAL MS SOCIETY - SHAWN HAWTHORNE RACE - MA | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | MULTIPLE SCLEROSIS RESEARCH | $265 |
| NEW HYTES - IN MEMORY OF JEFF DAWSON | |||||||
| PO BOX 2928 | NEW HAVEN | CT | 06515 | NONE | PC | CHILDREN RECRETAION | $250 |
| NORTH SUBURBAN LEGAL AID CLINIC - SPONSOR SPRING EVENT | |||||||
| 1130 KILDAIRE FARM RD SUITE 100 | CARY | NC | 27511 | NONE | PC | LEGAL AID SERVICES | $20,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | PC | FOOD BANKS, FOOD PANTRIES | $20,000 |
| NOVA TRIBE COMMUNITY ASSOCIATION FUND | |||||||
| 575 MADISON AVE STE 703 | NEW YORK | NY | 10022 | NONE | PC | COMMUNITY SUPPORT | $1,800 |
| OPERATION DREAM NORTH | |||||||
| PO BOX 1764 | OSHKOSH | WI | 54903 | NONE | PC | SOCIAL SERVICES - CHILDREN | $1,000 |
| OXFAM | |||||||
| 77 NORTH WASHINGTON ST STE 500 | BOSTON | MA | 02114 | NONE | PC | INTERNATIONAL RELIEF | $2,500 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 1400 | BOSTON | MA | 02199 | NONE | PC | INTERNATIONAL HEALTHCARE | $20,000 |
| REBECCA'S DREAM | |||||||
| 600 N LAKE SHORE DR 512 | CHICAGO | IL | 60611 | NONE | PC | MENTAL HEALTH | $1,000 |
| RESPIRATORY HEALTH ASSOCIATION - MITCH WEINBERGER | |||||||
| 1440 W WASHINGTON BLVD | CHICAGO | IL | 60607 | NONE | PC | HEALTH & WELLNESS - LUNG SUPPORT | $250 |
| RISE AGAINST HUNGER | |||||||
| 3733 NATIONAL DR 200 | RALEIGH | NC | 27612 | NONE | PC | GLOBAL HUNGER | $8,035 |
| ROLFE PANCREATIC CANCER FOUNDATION | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | PC | CANCER RESEARCH - PANCREATIC | $2,844 |
| ROLFE PANCREATIC CANCER FOUNDATION - DASH FOR DETECTION SPONSOR | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | PC | CANCER RESEARCH - PANCREATIC | $2,000 |
| ROLFE PANCREATIC CANCER FOUNDATION - FALL GALA SPONSOR | |||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | NONE | PC | CANCER RESEARCH - PANCREATIC | $2,500 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | CIVIL RIGHTS, SOCIAL ACTION | $3,500 |
| SPARK VENTURES | |||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | PC | INTERNATIONAL RELIEF | $6,218 |
| SPARK VENTURES | |||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | PC | INTERNATIONAL RELIEF | $4,612 |
| SPARK VENTURES - FALL GALA SPONSOR | |||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | PC | INTERNATIONAL RELIEF | $2,500 |
| SPARK VENTURES - SPONSOR SPRING EVENT | |||||||
| 208 S LASALLE ST SUITE 1670 | CHICAGO | IL | 60604 | NONE | PC | INTERNATIONAL RELIEF | $2,500 |
| SPECIAL OLYMPICS OF ILLINOIS | |||||||
| 605 E WILLOW ST | NORMAL | IL | 61761 | NONE | PC | RECREATION | $1,000 |
| STAND UP TO CANCER - SCHOTTENSTEIN SWIM FOR SARA | |||||||
| PO BOX 843721 | LOS ANGELES | CA | 90084 | NONE | PC | CANCER RESEARCH | $1,100 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | CIVIL RIGHTS, SOCIAL ACTION | $1,000 |
| STRIDES FOR PEACE - RACE SPONSOR | |||||||
| 200 W MADISON ST 3RD FLOOR | CHICAGO | IL | 60606 | NONE | PC | PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE | $5,000 |
| SUNSHINE ENTERPRISES | |||||||
| 503 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | POVERTY | $1,000 |
| SUNSHINE ENTERPRISES | |||||||
| 503 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | POVERTY | $100 |
| SUNSHINE ENTERPRISES NEXT LEVEL EXCHANGE | |||||||
| 503 E 61ST ST | CHICAGO | IL | 60637 | NONE | PC | POVERTY | $10,000 |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | PC | SOCIAL SERVICES - SENIORS | $3,600 |
| THE LIFE YOU CAN SAVE - EVIDENCE ACTION | |||||||
| PO BOX 2135 | NOVATO | CA | 94948 | NONE | PC | INTERNATIONAL RELIEF & SUPPORT | $1,000 |
| THE LIFE YOU CAN SAVE - GENERAL FUND | |||||||
| PO BOX 2135 | NOVATO | CA | 94948 | NONE | PC | INTERNATIONAL RELIEF & SUPPORT | $2,500 |
| UNITED WAY OF METRO CHICAGO - CHICAGO FUND FOR SAFE & PEACEFUL COMMUNITIES | |||||||
| 222 MERCHANDIZE MART PLAZA STE 633 | CHICAGO | IL | 60654 | NONE | PC | HUMAN SERVICES - VIOLENCE PREVENTION | $25,000 |
| UNIVERSITY OF CHICAGO - CANCER FUND | |||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | NONE | PC | CANCER MEDICAL RESEARCH / SUPPORT | $2,500 |
| UNIVERSITY OF WISCONSIN FOUNDATION - WICHMAN SCHOLARSHIP FUND | |||||||
| 184 LEONARD WOOD S 208 | HIGHLAND PARK | IL | 60035 | NONE | PC | EDUCATION | $2,500 |
| UPTOWN MUSIC THEATER - HAIRSPRAY SPONSOR | |||||||
| US BANK LOCK BOX 78807 | MILWAUKEE | WI | 53278 | NONE | PC | COMMUNITY THEATRE, SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS | $1,000 |
| VETERANS OF FOREIGN WARS | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | PC | VETERAN SUPPORT | $1,000 |
| VIETNAM VETERANS MEMORIAL FUND | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | PC | VETERANS SUPPORT | $500 |
| VILLAGE ENTERPRISE | |||||||
| 1180 SAN CARLOS AVE 222 | SAN CARLOS | CA | 94070 | NONE | PC | INTERNATIONAL RELIEF | $3,500 |
| WEST SUBURBAN HUMANE SOCIETY | |||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | PC | ANIMAL PROTECTION AND WELFARE | $2,591 |
| WEST SUBURBAN HUMANE SOCIETY | |||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | PC | ANIMAL PROTECTION AND WELFARE | $1,036 |
| WISCONSIN HUMANE SOCIETY - REID WICHMAN | |||||||
| 4500 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | NONE | PC | ANIMAL PROTECTION AND WELFARE | $200 |
| WORKING TOGETHER | |||||||
| 1005 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | NONE | PC | COMMUNITY SUPPORT | $500 |
| WORKING TOGETHER | |||||||
| 1005 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | NONE | PC | COMMUNITY SUPPORT | $500 |
| WORLD CENTRAL KITCHEN - LA WILD FIRES | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | FOOD RELIEF | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | VETERANS ASSISTANCE | $1,000 |
| YOUTH GUIDANCE | |||||||
| 1 N LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | NONE | PC | COUNSELING, MENTAL HEALTH, MENTORING | $2,500 |
| YOUTH GUIDANCE | |||||||
| 1 N LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | NONE | PC | COUNSELING, MENTAL HEALTH, MENTORING | $2,500 |
| SCHOLARSHIP AMERICA - FOR THE EMPLOYEES OF TWIN ORCHARD COUNTRY CLUB | |||||||
| 7900 INTERNATIONAL DRIVE STE 500 | MINNEAPOLIS | MN | 55425 | NONE | PC | EDUCATION | $1,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $503,101 | 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 | $27,784 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $322,927 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $537,215 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $537,215 | 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 Person | CRAIG LEVA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB CORE BOND PORTFOLIO SCB | $1,331,979 | $1,256,120 |
| AB GLOBAL BOND FUND- ADV | $1,320,080 | $1,256,017 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB CONSERVATIVE BUFFER ETF | $481,186 | $534,679 |
| AB DISCOVERY GRWTH FUND- AD | $119,764 | $119,519 |
| AB DISCOVERY VALUE-ADV | $147,735 | $146,560 |
| AB EMERGING MARKETS PORT | $95,868 | $119,032 |
| AB INTERNATIONAL SMALL CAP PORTFOLIO - ADV CL | $184,215 | $216,636 |
| AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL | $1,055,485 | $1,315,731 |
| AB SMALL CAP CORE PORTFOLIO ADV CL | $108,837 | $104,936 |
| ABFIS- GOVT MONEY MARKET CLASS 1 | $148 | $148 |
| ALPHABET INC-CL C | $89,146 | $203,342 |
| AMAZON.COM INC | $125,245 | $163,651 |
| AMEREN CORPORATION | $21,129 | $22,868 |
| AMERICAN ELECTRIC POWER | $31,626 | $37,937 |
| APPLE INC | $78,911 | $157,679 |
| APPLIED MATERIALS INC | $22,267 | $30,839 |
| ASML HOLDING NV-NY REG SHS | $13,503 | $13,908 |
| AUTOZONE INC | $29,759 | $37,307 |
| BAKER HUGHES CO | $20,922 | $25,730 |
| BANK OF AMERICA CORP | $40,265 | $56,430 |
| BOOZ ALLEN HAMILTON HOLDINGS | $13,993 | $11,389 |
| BROADCOM INC | $49,154 | $108,329 |
| CAPITAL ONE FINANCIAL CORP | $38,452 | $41,686 |
| COCA-COLA CO/THE | $38,212 | $42,575 |
| CORTEVA INC | $28,104 | $32,241 |
| COSTCO WHOLESALE CORP | $6,495 | $8,623 |
| CSX CORP | $38,704 | $43,391 |
| DEERE & CO | $33,439 | $35,383 |
| DIGITAL REALTY TRUST INC | $24,631 | $21,505 |
| DOLLAR TREE INC | $21,625 | $27,308 |
| EATON CORP PLC | $26,390 | $43,317 |
| ELI LILLY & CO | $23,370 | $27,942 |
| EOG RESOURCES INC | $39,220 | $38,644 |
| EVEREST GROUP LTD | $19,155 | $20,022 |
| EXTRA SPACE STORAGE INC | $25,681 | $23,049 |
| GE VERNOVA INC | $17,820 | $40,521 |
| GOLDMAN SACHS GROUP INC | $35,628 | $63,288 |
| HEXCEL CORP | $16,306 | $19,362 |
| HOME DEPOT INC | $31,101 | $36,475 |
| HUBSPOT INC | $23,708 | $17,657 |
| HYATT HOTELS CORP - CL A | $8,410 | $12,345 |
| INTUIT INC | $40,977 | $41,070 |
| IQVIA HOLDINGS INC | $41,055 | $44,406 |
| LABCORP HOLDINGS INC | $23,838 | $24,335 |
| LINDE PLC | $24,802 | $30,274 |
| MARSH & MCLENNAN COS | $21,319 | $19,851 |
| MEDTRONIC PLC | $36,064 | $36,215 |
| MERCK & CO. INC. | $32,858 | $30,736 |
| META PLATFORMS INC-CLASS A | $71,511 | $122,777 |
| MICROSOFT CORP | $142,875 | $259,704 |
| MOTOROLA SOLUTIONS INC | $22,405 | $21,083 |
| NVIDIA CORP | $77,198 | $258,489 |
| NXP SEMICONDUCTORS NV | $28,772 | $31,691 |
| ORACLE CORP | $29,737 | $46,778 |
| OTIS WORLDWIDE CORP | $25,560 | $26,292 |
| PROGRESSIVE CORP | $16,281 | $20,950 |
| RTX CORPORATION | $28,944 | $39,248 |
| S&P GLOBAL INC | $38,232 | $40,762 |
| SCHWAB (CHARLES) CORP | $54,235 | $72,335 |
| SERVICENOW INC | $17,569 | $15,472 |
| STRYKER CORP | $33,316 | $30,929 |
| TAIWAN SEMICONDUCTOR-SP ADR | $34,643 | $54,092 |
| THERMO FISHER SCIENTIFIC INC | $49,881 | $58,524 |
| TJX COMPANIES INC | $28,434 | $34,255 |
| T-MOBILE US INC | $26,172 | $31,471 |
| UNITED RENTALS INC | $20,281 | $22,661 |
| UNITEDHEALTH GROUP INC | $62,324 | $51,167 |
| VERALTO CORP | $25,791 | $25,244 |
| VERTEX PHARMACEUTICALS INC | $26,252 | $34,455 |
| VISA INC-CLASS A SHARES | $76,900 | $108,720 |
| WALMART INC | $36,265 | $58,379 |
| WALT DISNEY CO/THE | $57,640 | $63,939 |
| WELLS FARGO & CO | $39,783 | $65,333 |
| WILLIS TOWERS WATSON PLC | $18,575 | $20,045 |
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 | $510,828 | $430,748 |
| OVERLAY B PORTFOLIO CLASS 1 | AT COST | $111,608 | $106,929 |
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 (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL CHARITABLE BUREAU FUND | $15 | $0 | $15 |
| BANK FEES | $30 | $0 | $30 |
| OFFICE EXPENSES | $191 | $0 | $191 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Amt | $885 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $33,226 | Amt |
| Net Investment Income | $33,226 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | 1 | ShortExplanationTxt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG J LEVA | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $4,647 | $4,647 | $0 |
| FEDERAL ESTIMATED TAX PAYMENT | $1,600 | $1,600 | $0 |