Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
JARVIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5 REVERE DR 510
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTHBROOK, IL60062
A Employer identification number

81-4471023
B Telephone number (see instructions)

(847) 748-3952
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,659,461J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,068,051
2 Check right arrow.............
3 Interest on savings and temporary cash investments 732 732  
4 Dividends and interest from securities... 200,026 200,026  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 669,236
b Gross sales price for all assets on line 6a 3,067,882
7 Capital gain net income (from Part IV, line 2)... 669,236
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,938,045 869,994  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
610 610   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,200 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
114 0   114
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,924 610   114
25 Contributions, gifts, grants paid....... 6,458,641 6,458,641
26 Total expenses and disbursements. Add lines 24 and 25 6,460,565 610   6,458,755
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,522,520
b Net investment income (if negative, enter -0-) 869,384
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 218,214 250,555 250,555
2 Savings and temporary cash investments......... 5,732,825 2,506,221 2,506,221
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 179,657 Click to see attachment
List of Attached Documents:
// Content
179,657 		14,902,685
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,130,696 2,936,433 17,659,461
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 6,130,696 2,936,433
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,130,696 2,936,433
30 Total liabilities and net assets/fund balances (see instructions). 6,130,696 2,936,433
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,130,696
2
Enter amount from Part I, line 27a .....................
2
-2,522,520
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,608,176
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
671,743
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,936,433
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 225,592 SHARES OF LAUREATE EDUCATION INC      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,067,882   2,398,646 669,236
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       669,236
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 669,236
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 12,084
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 12,084
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,084
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,351
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,351
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 10,733
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJACKIE BURGIO Telephone no.right arrow (847) 748-3952

Located atright arrow5 REVERE DR 510NORTHBROOKIL ZIP+4right arrow60062
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
STEPHEN J MALKIN PRESIDENT
10.00 		0 0 0
5 REVERE DR SUITE 510
NORTHBROOK,IL60062
RANDI STEINBERGER VICE PRESIDENT
10.00 		0 0 0
5 REVERE DR SUITE 510
NORTHBROOK,IL60062
BARRY A MALKIN TREASURER
10.00 		0 0 0
5 REVERE DR SUITE 510
NORTHBROOK,IL60062
JACKIE BURGIO SECRETARY
10.00 		0 0 0
5 REVERE DR SUITE 510
NORTHBROOK,IL60062
JUDD D MALKIN DIRECTOR
10.00 		0 0 0
5 REVERE DR SUITE 510
NORTHBROOK,IL60062
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
17,472,592
b
Average of monthly cash balances.......................
1b
4,460,265
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
21,932,857
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
21,932,857
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
328,993
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,603,864
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,080,193
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,080,193
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,084
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,084
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,068,109
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,068,109
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,068,109
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
6,458,755
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,458,755
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,068,109
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 20,667
b From 2019...... 15,168
c From 2020...... 1,042,351
d From 2021...... 942,890
e From 2022...... 933,253
f Total of lines 3a through e ........ 2,954,329
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,458,755
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,068,109
e Remaining amount distributed out of corpus 5,390,646
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,344,975
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		20,667
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		8,324,308
10 Analysis of line 9:
a Excess from 2019.... 15,168
b Excess from 2020.... 1,042,351
c Excess from 2021.... 942,890
d Excess from 2022.... 933,253
e Excess from 2023.... 5,390,646
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
STEPHEN J MALKIN
RANDI STEINBERGER
BARRY A MALKIN
JUDD D MALKIN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACTS OF KINDNESS CABARET

860 TANGLEWOOD DR
WHEELING,IL60090 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

AFTER SCHOOL MATTERS

66 EAST RANDOLPH STREET
CHICAGO,IL60601 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

AISH GLOBAL

915 CLIFTON AVENUE SUITE 4
CLIFTON,NJ07013 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

AITZ HAYIM CONGREGATION

1185 SHERIDAN RD
GLENCOE,IL60022 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

AM SHALOM

840 VERNON AVE
GLENCOE,IL60022 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

AMALGAMATED CHARITABLE FOUNDATION

1825 K ST NW
WASHINGTON,DC20006 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

AMERICAN TRANSPLANT FOUNDATION

600 17TH ST SUITE 2515 S
DENVER,CO80202 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

AMY KROUSE ROSENTHAL FOUNDATION

PO BOX 223
EVANSTON,IL60204 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,500

ANSHE EMET SYNAGOGUE

3751 NORTH BROADWAY
CHICAGO,IL60613 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 55,000

ANTI DEFAMATION LEAGUE FOUNDATION

605 THIRD AVE
NEW YORK,NY10158 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

ARIZONA THEATRE COMPANY

PO BOX 1631
TUCSON,AZ85702 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

ART INSTITUTE OF CHICAGO

111 SOUTH MICHIGAN AVENUE
CHICAGO,IL60130 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,100

BERNARD ZELL ANSHE EMET DAY SCHOOL

3751 N BROADWAY ST
CHICAGO,IL60613 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 445,000

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY10087 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

BOCA RIO FOUNDATION INC

22041 BOCA RIO RD
BOCA RATON,FL33433 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,600

BOY SCOUTS OF AMERICA PRAIRIELANDS COUNCIL INC TRUST FUND

PO BOX 6267
CHAMPAIGN,IL61826 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

CANCER WELLNESS CENTER

215 REVERE DR
NORTHBROOK,IL60062 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

CANOPY CANOPY CANOPY INC

264 CANAL ST
NEW YORK,NY100133529 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

CENTRAL FUND OF ISRAEL

461 CENTRAL AVE
CEDARHURST,NY11516 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

CHAI LIFELINE

151 WEST 30TH STREET
NEW YORK,NY10001 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

CHICAGO CARES INC

1200 W 35TH STREET UNIT 302
CHICAGO,IL60609 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 60,000

CHICAGO CHILDREN'S MUSEUM

NAVY PIER 700 EAST GRAND AVENUE STE
127
CHICAGO,IL60611 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11,000

CHICAGO POLICE MEMORIAL FOUNDATION

10343 SOUTH PULASKI AVENUE
CHICAGO,IL60655 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

CHICAGO PUBLIC MEDIA INC

848 E GRAND AVE
CHICAGO,IL60611 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

CHILDREN'S BRITTLE BONE FOUNDATION

920 SOUTH WAUKEGAN ROAD
LAKE FOREST,IL600452694 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

CLEVELAND CLINIC FOUNDATION

6801 BRECKSVILLE RD RK1-85
INDEPENDENCE,OH441315032 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

COLORECTAL CANCER ALLIANCE

1025 VERMONT AVENUE NW SUITE 1066
WASHINGTON,DC20005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA

PO BOX 35040
BOSTON,MA02135 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

CURE ADDICTION NOW

1875 CENTURY PARK E STE 280
LOS ANGELES,CA900672513 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

DESERT COMMUNITY FOUNDATION

75105 MERLE DR STE 300
PALM DESERT,CA922115211 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 21,000

DIGESTIVE HEALTH FOUNDATION

676 N SAINT CLAIR
CHICAGO,IL606112927 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

DISCOVERY LAND COMPANY FOUNDATION

257 N CANON DR FL 3
BEVERLY HILLS,CA902104361 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA92270 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

ENVIRONMENTAL WORKING GROUP

1250 I STREET NW STE 1000
WASHINGTON,DC20005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 30,000

ERIKSON INSTITUTE

451 N LASALLE STREET
CHICAGO,IL60654 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

EVERSIGHT ILLINOIS

3985 RESEARCH PARK DRIVE
ANN ARBOR,MI48108 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

FAMILY ACTION NETWORK

2517 GREENWOOD AVE
WILMETTE,IL60091 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

FIRST TEE GREATER CHICAGO

3701 RECREATION DR STE 2
CHICAGO,IL606135658 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,800

FOR AUTISTIC KIDS FOUNDATION

1200 MILWAUKEE AVE
GLENVIEW,IL600252416 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

FOUNDATION FOR DEFENSE OF DEMOCRACIES

PO BOX 33249
WASHINGTON,DC20033 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000

FRANCIS W PARKER SCHOOL

330 W WEBSTER AVE
CHICAGO,IL606143820 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

FRIENDS OF ELNET

5215 OLD ORCHARD ROAD SUITE 880
SKOKIE,IL60077 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 125,000

FRIENDS OF ETHIOPIAN JEWS INC

PO BOX 960059
BOSTON,MA02196 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

FRIENDS OF YAD SARAH

445 PARK AVENUE SUITE 1702
NEW YORK,NY10022 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

GANNA WALSKA LOTUSLAND

695 ASHLEY RD
SANTA BARBARA,CA931081059 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 9,500

GASTRO-INTESTINAL RESEARCH FOUNDATION INC

2070 GREEN BAY RD STE 167
HIGHLAND PARK,IL60035 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

GO CAMPAIGN

2309 SANTA MONICA BLVD 437
SANTA MONICA,CA904042040 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

GOLDIE B WOLFE MILLER WOMEN LEADERS IN REAL ESTATE INITIATIVE

486 E HALF DAY RD SUITE 200
BUFFALO GROVE,IL600898806 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

GREAT LAKES AND ST LAWRENCE CITIES INITIATIVE

PO BOX 1332
NEW LENOX,IL604516332 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

GUIDE DOGS FOR THE BLIND INC

PO BOX 151200
SAN RAFAEL,CA94915 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

HAMMER MUSEUM

10899 WILSHIRE BOULEVARD
LOS ANGELES,CA90024 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 906

HELPING HANDS NETWORK

126 S MAIN ST
WAYNESBURG,OH44688 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

ILLINOIS HOLOCAUST MUSEUM & EDUCATIONAL CENTER

9603 WOODS DRIVE
SKOKIE,IL60077 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 6,000

IMPACTISRAEL

200 HIGHLAND AVENUE SUITE 300
NEEDHAM,MA02494 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

INSTITUTE OF CONTEMPORARY ART LOS ANGELES

1717 E 7TH STREET
LOS ANGELES,CA90021 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 36,250

INVEST FOR KIDS

875 N MICHIGAN AVE STE 3400
CHICAGO,IL606111958 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

ISRAEL CANCER RESEARCH FUND

52 VANDERBILT AVENUE SUITE 1410
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

ISRAEL POLICY FORUM INC

355 LEXINGTON AVE 4TH FLOOR
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

JACARANDA FOUNDATION INC

2578 BROADWAY
NEW YORK,NY10025 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 55,000

JACK MILLER CENTER INC

3 BALA PLAZA WEST STE 401
BALA CYNWYD,PA190043408 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

JEWISH CHILD AND FAMILY SERVICES

216 W JACKSON BLVD 800
CHICAGO,IL60606 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 6,000

JEWISH FEDERATION OF THE DESERT

69710 HIGHWAY 111
RANCHO MIRAGE,CA62270 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 111,500

JEWISH FEDERATION OF GREATER LOS ANGELES

6505 WILSHIRE BOULEVARD
LOS ANGELES,CA90048 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

JEWISH FEDERATION OF METROPOLITAN CHICAGO

30 S WELLS ST
CHICAGO,IL60606 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,900,000

JOHANNESBURG JEWISH HELPING HAND - US

200 W MADISON ST STE 3000
CHICAGO,IL606063417 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,800

JUVENILE PROTECTIVE ASSOCIATION

1707 N HALSTED ST
CHICAGO,IL60614 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

KESHET

610 ACADEMY DR
NORTHBROOK,IL600622421 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

L'CHAIM CENTER OF THE NORTH SHORE

405 LAKE COOK RD 207
DEERFIELD,IL600154993 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

LIBENU

8052 MONTICELLO AVE
SKOKIE,IL600763438 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

LIVE 4 LALI INC

3255 N ARLINGTON HEIGHTS RD SUITE 5
ARLINGTON HEIGHTS,IL600041586 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

LOS ANGELES COUNTY MUSEUM OF ART

5905 WILSHIRE BLVD
LOS ANGELES,CA90036 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 950

LOS ANGELES JEWISH HOME FOR THE AGING

7150 TAMPA AVE
RESEDA,CA913353700 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

LYNN SAGE BREAST CANCER FOUNDATION

4210 W IRVING PARK ROAD
CHICAGO,IL60641 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

MAKOM SOLEL LAKESIDE

1301 CLAVEY RD
HIGHLAND PARK,IL600354539 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 360

MAOT CHITIM OF GREATER CHICAGO

3710 COMMERCIAL AVE STE 7
NORTHBROOK,IL600621843 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,600

MCCALLUM THEATRE

73000 FRED WARING DRIVE
PALM DESERT,CA92260 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 300,000

MEDICATION-INDUCED SUICIDE EDUCATION FOUNDATION IN MEMORY OF STEWART DOLIN

180 E PEARSON ST APT 5301
CHICAGO,IL606116737 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

MOUNT SINAI MEDICAL CENTER INC

ONE GUSTAVE L LEVY PLACE
NEW YORK,NY100296504 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

MUSEUM OF CONTEMPORARY ART CHICAGO

220 EAST CHICAGO AVENUE
CHICAGO,IL60611 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 46,695

MUSEUM OF CONTEMPORARY ART TUCSON

265 S CHURCH AVE
TUCSON,AZ857011610 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

MUSEUM OF CONTEMPORARY ART-LA

250 S GRAND AVE
LOS ANGELES,CA90012 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 18,880

MUSEUM OF SCIENCE AND INDUSTRY

5700 SOUTH LAKE SHORE DRIVE
CHICAGO,IL60637 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

NATIONAL PARK FOUNDATION

1500 K STREET NW STE 700
WASHINGTON,DC20005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

NORTH SUBURBAN LEGAL AID CLINIC

491 LAUREL AVE
HIGHLAND PARK,IL600352652 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

NORTHWESTERN MEMORIAL HOSPITAL

541 N FAIRBANKS COURT STE 1630
CHICAGO,IL60611 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 545,000

NORTHWESTERN UNIVERSITY

633 CLARK STREET
EVANSTON,IL60208 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

NOURISHING HOPE

1716 W HUBBARD ST
CHICAGO,IL60622 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,600

OHR KODESH CONGREGATION

8300 MEADOWBROOK LN
CHEVY CHASE,MD208153859 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

ONE MILLION DEGREES

180 NORTH WABASH SUITE 310
CHICAGO,IL60601 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

ONE VOICE

1228 15TH ST STE C
SANTA MONICA,CA90404 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

OPEN STUDIO PROJECT INC

903 SHERMAN AVE
EVANSTON,IL602021703 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

OXALOSIS AND HYPEROXALURIA FOUNDATION

579 ALBANY POST RD
NEW PALTZ,NY125613629 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 3RD AVE RM 1501
NEW YORK,NY100176745 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

PARKINSON'S FOUNDATION

1359 BROADWAY SUITE 1509
NEW YORK,NY10018 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

PRIMARY CILIARY DYSKINESIA FOUNDATION

61 LAKE MEADOW DR
ROCHESTER,NY146124005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

PERIMETER BICYCLING ASSOCIATION OF AMERICA

2609 E BROADWAY BLVD
TUCSON,AZ857165305 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM ST 10TH FLOOR
NEW YORK,NY10038 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 4,000

PLAYING FOR CHANGE FOUNDATION

171 PIER AVE 271
SANTA MONICA,CA904055311 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

RANCHO MIRAGE WRITERS FESTIVAL

68925 HWAY 111
RANCHO MIRAGE,CA92270 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 18,000

RANCHO MIRAGE HIGH SCHOOL

31001 RATTLER ROAD
RANCHO MIRAGE,CA92270 		  GOV TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

RUSH UNIVERSITY MEDICAL CENTER

1700 W VAN BUREN ST SUITE 265
CHICAGO,IL60612 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

SALVATION ARMY

1424 NORTHEAST EXPY NE
BROOKHAVEN,GA303292018 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

SGA YOUTH & FAMILY SERVICES

11 E ADAMS
CHICAGO,IL606036301 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

SHALVA

PO BOX 46375
CHICAGO,IL606460375 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,800

SHARE OUR STRENGTH

1030 15TH STREET NW SUITE 1100W
WASHINGTON,DC20005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

SHEERIT HAPLEITAH OF METROPOLITAN CHICAGO

6951 N KEDVALE AVE
LINCOLNWOOD,IL607124603 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

SHIRLEY RYAN ABILITY LAB

355 E ERIE ST
CHICAGO,IL606113167 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

SIMON WIESENTHAL CENTER

1399 S ROXBURY DR
LOS ANGELES,CA90035 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 35,000

SPECIAL CHILDREN'S CHARITIES

2 EAST EIGHTH STREET SUITE 2M
CHICAGO,IL60605 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,750

ST PAUL OF THE CROSS

320 S WASHINGTON STREET
PARK RIDGE,IL60068 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 200

STANDWITHUS

6505 WILSHIRE BOULEVARD FIFTH FLOOR
LOS ANGELES,CA90048 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

START EARLY

33 WEST MONROE STREET SUITE 1200
CHICAGO,IL60603 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

STEPPENWOLF THEATER CO

1700 N HALSTED ST
CHICAGO,IL606145502 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

SUNSHINE CIRCLE

PO BOX 1463
PALM DESERT,CA922611463 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 35,000

TEACH FOR AMERICA

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 45,800

TENNESSEE WESLEYAN UNIVERSITY

204 E COLLEGE ST
ATHENS,TN373033604 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

THE BARBARA SINATRA CHILDRENS CENTER AT EISENHOWER

39000 BOB HOPE DR
RANCHO MIRAGE,CA92270 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

THE CHICAGO PUBLIC LIBRARY FOUNDATION

200 W MADISON ST 3RD FLOOR
CHICAGO,IL60606 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 23,400

THE IRELAND FUNDS AMERICA

10 POST OFFICE SQUARE SUITE N950
BOSTON,MA02109 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

THE RORY DAVID DEUTSCH FOUNDATION

PO BOX 547
HIGHLAND PARK,IL600350547 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,800

TIDES CENTER

1012 TORNEY AVENUE
SAN FRANCISCO,CA94129 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

TOURETTE SYNDROME ASSOCIATION INC

335 W 88TH ST APT 5A
NEW YORK,NY100242265 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

TULANE UNIVERSITY

6823 ST CHARLES AVENUE
NEW ORLEANS,LA701185665 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 518,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC20024 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 46,000

UNIVERSITY OF ARIZONA FOUNDATION

1111 N CHERRY AVENUE
TUSCON,AZ85721 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

UNIVERSITY OF MICHIGAN

3003 S STATE ST 5082 WOLVERINE TWR
ANN ARBOR,MI481090000 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

UNIVERSITY OF WISCONSIN FOUNDATION

1848 UNIVERSITY AVE
MADISON,WI53726 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

VON STEUBEN ALUMNI ASSOCIATION

PO BOX 964
SKOKIE,IL600760964 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

WORLDWIDE FRIENDS FOUNDATION

135 E 57TH ST 19TH FLR
NEW YORK,NY100222050 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

WHITE STORK - UNITED STATES LTD

512 CHESTNUT ST UNIT 11
WINNETKA,IL60093 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT STREET
NEW YORK,NY10014 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

WORLD BICYCLE RELIEF

1000 WEST FULTON MARKET 4TH FLOOR
CHICAGO,IL60607 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

WINDOW TO THE WORLD COMMUNICATIONS

5400 NORTH ST LOUIS AVENUE
CHICAGO,IL60625 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

ZACHARIAS SEXUAL ABUSE CENTER

4275 OLD GRAND AVENUE
GURNEE,IL60031 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
Total .................................right arrow 3a 6,458,641
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 732  
4 Dividends and interest from securities ....     14 200,026  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 669,236  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 869,994 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
869,994
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
JARVIS FOUNDATION
 
Employer identification number

81-4471023
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
JARVIS FOUNDATION
  		Employer identification number
81-4471023
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BARRY A MALKIN
442 W WELLINGTON AVENUE UNIT 10E
 
CHICAGO, IL60657

$ 562,483


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
KAREN K MALKIN
440 LAKESIDE TERRACE
 
GLENCOE, IL60022

$ 562,469


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
HARLAN STEINBERGER
617 ALTA AVENUE
 
SANTA MONICA, CA90402

$ 562,469


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
JODI L BLOCK
442 W WELLINGTON AVENUE UNIT 10E
 
CHICAGO, IL60657

$ 460,210


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
RANDI STEINBERGER
617 ALTA AVENUE
 
SANTA MONICA, CA90402

$ 460,210


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
STEPHEN J MALKIN
440 LAKESIDE TERRACE
 
GLENCOE, IL60022

$ 460,210


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
JARVIS FOUNDATION
  		Employer identification number

81-4471023
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 41,359 SHARES OF LAUREATE EDUCATION INC $ 562,483 2023-12-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 41,358 SHARES OF LAUREATE EDUCATION INC $ 562,469 2023-12-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 41,358 SHARES OF LAUREATE EDUCATION INC $ 562,469 2023-12-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 33,839 SHARES OF LAUREATE EDUCATION INC $ 460,210 2023-12-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 33,839 SHARES OF LAUREATE EDUCATION INC $ 460,210 2023-12-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 33,839 SHARES OF LAUREATE EDUCATION INC $ 460,210 2023-12-15
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
JARVIS FOUNDATION
  		Employer identification number

81-4471023
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpStockSchedule
Name:
JARVIS FOUNDATION
EIN:
81-4471023
Name of Stock End of Year Book Value End of Year Fair Market Value
MP MATERIALS 179,657 14,902,685

TY 2023 OtherDecreasesSchedule
Name:
JARVIS FOUNDATION
EIN:
81-4471023
Description Amount
DONATED STOCK BASIS ADJUSTMENT 669,405
TIMING DIFFERENCE IN BROKERAGE STATEMENTS 2,238
PRIOR PERIOD ADJUSTMENT 100


TY 2023 OtherExpensesSchedule
Name:
JARVIS FOUNDATION
EIN:
81-4471023
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ILLINOIS ANNUAL REPORT FILING FEE 15 0   15
OTHER EXPENSES 99 0   99


TY 2023 OtherProfessionalFeesSchedule
Name:
JARVIS FOUNDATION
EIN:
81-4471023
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 610 610   0


TY 2023 SubstantialContributorsSch
Name:
JARVIS FOUNDATION
EIN:
81-4471023
Name Address
KAREN K MALKIN 440 LAKESIDE TERRACE
GLENCOE,IL60022
JODI L BLOCK 442 W WELLINGTON AVE UNIT 10E
CHICAGO,IL60657


TY 2023 TaxesSchedule
Name:
JARVIS FOUNDATION
EIN:
81-4471023
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED TAXES 1,200 0   0