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
LEVA FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1773 SPRUCE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HIGHLAND PARK, IL60035
A Employer identification number

81-2973239
B Telephone number (see instructions)

(773) 267-5770
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$6,888,277J 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) 1,001,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,404 1,404  
4 Dividends and interest from securities... 129,922 129,922  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -43,124
b Gross sales price for all assets on line 6a 976,258
7 Capital gain net income (from Part IV, line 2)... 0
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........ 1,089,202 131,326  
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)......... Click to see attachment
List of Attached Documents:
// Content
683 0   683
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,500 0   3,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,805 15,072   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,232 4,232   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
1,157 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,377 19,304   4,183
25 Contributions, gifts, grants paid....... 388,033 388,033
26 Total expenses and disbursements. Add lines 24 and 25 416,410 19,304   392,216
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 672,792
b Net investment income (if negative, enter -0-) 112,022
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............. 1,013,945 79,503 79,503
2 Savings and temporary cash investments.........   1,578,412 1,578,412
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)....... 2,308,177 Click to see attachment
List of Attached Documents:
// Content
2,796,152 		3,189,407
c Investments—corporate bonds (attach schedule)....... 1,151,851 Click to see attachment
List of Attached Documents:
// Content
1,448,231 		1,272,176
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).......... 1,637,109 Click to see attachment
List of Attached Documents:
// Content
885,858 		768,779
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) 6,111,082 6,788,156 6,888,277
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...........    
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........ 6,111,082 6,788,156
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,111,082 6,788,156
30 Total liabilities and net assets/fund balances (see instructions). 6,111,082 6,788,156
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
6,111,082
2
Enter amount from Part I, line 27a .....................
2
672,792
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,282
4
Add lines 1, 2, and 3 ..........................
4
6,788,156
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,788,156
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 PUBLICLY TRADED SECURITIES     2023-12-31
b PUBLICLY TRADED SECURITIES     2023-12-31
c CAPITAL GAINS DIVIDENDS P    
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 52,406   55,834 -3,428
b 913,262   963,548 -50,286
c 10,590     10,590
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       -3,428
b       -50,286
c       10,590
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 -43,124
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 1,557
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 1,557
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 1,557
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 12,587
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 12,587
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 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 11,030
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow11,030 Refundedright arrow 11 0
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. ...............................
10
 
No
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 instructions.................
12
 
No
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 arrowCRAIG LEVA Telephone no.right arrow (773) 267-5770

Located atright arrow1773 SPRUCE STREETHIGHLAND PARKIL ZIP+4right arrow60035
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
CRAIG LEVA PRESIDENT
0.00 		0 0 0
1773 SPRUCE STREET
HIGHLAND PARK,IL60035
MONETTE LEVA SECRETARY
0.00 		0 0 0
1773 SPRUCE STREET
HIGHLAND PARK,IL60035
CRAIG LEVA TREASURER
0.00 		0 0 0
1773 SPRUCE STREET
HIGHLAND PARK,IL60035
GREGORY MANN DIRECTOR
0.00 		0 0 0
191 N WACKER DR SUITE 1800
CHICAGO,IL60606
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
5,539,863
b
Average of monthly cash balances.......................
1b
301,205
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,841,068
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,841,068
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
87,616
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,753,452
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
287,673
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
287,673
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,557
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,557
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
286,116
4
Recoveries of amounts treated as qualifying distributions................
4
330
5
Add lines 3 and 4............................
5
286,446
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
286,446
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
392,216
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
392,216
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 7 286,446
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...... 56,662
b From 2019...... 53,799
c From 2020...... 257,497
d From 2021...... 32,027
e From 2022...... 43,063
f Total of lines 3a through e ........ 443,048
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 392,216
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..... 286,446
e Remaining amount distributed out of corpus 105,770
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 5 548,818
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) ... 		56,662
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		492,156
10 Analysis of line 9:
a Excess from 2019.... 53,799
b Excess from 2020.... 257,497
c Excess from 2021.... 32,027
d Excess from 2022.... 43,063
e Excess from 2023.... 105,770
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).)
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

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE NC CHILDREN SERVICES 400

NORTH SUBURBAN LEGAL AID CLINIC

4101 W 51ST ST
CHICAGO,IL60632 		NONE NC YOUTH DEVELOPMENT / RECREATION /MENTORING / VIOLENCE PROVENTION 10,000

ROBERTI COMMUNITY HOUSE

919 8TH ST WAUKEGAN IL 60085
WAUKEGAN,IL60085 		NONE NC COMMUNITY SUPPORT 5,000

GRATITUDE GENERATION - GALA SPONSOR

815 ROSEMARY TERRACE
DEERFIELD,IL60015 		NONE NC PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL 1,555

CHICAGO FUND FOR SAFE & PEACEFUL COMMUNITIES

33 S STATE STREET SUITE 750
CHICAGO,IL60603 		NONE NC COMMUNITY SUPPORT 25,000

FAMILY SERVICE OF LAKE COUNTY

777 CENTRAL AVE
HIGHLAND PARK,IL60035 		NONE NC SOCIAL SERVICES 2,500

UNIVERSITY OF WISCONSIN FOUNDATION - DR HARVEY & DONNA WICHMAN SCHOLARSHIP

PO BOX 83426
GAITHESBURG,MD20878 		NONE NC HUMANITARIAN RELIEF - UKRAINE 1,000

GRATITUDE GENERATION - EVENT SPONSOR

815 ROSEMARY TERRACE
DEERFIELD,IL60015 		NONE NC PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL 1,500

OBAMA FOUNDATION

5235 S HARPER CT SUITE 1140
CHICAGO,IL60615 		NONE NC COMMUNITY SUPPORT 1,000

MERCY HOME FOR BOYS AND GIRLS - MARCH FOR KIDS SPONSOR

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE NC CHILDREN SERVICES 2,500

EVANSTON SCHOLARS - POMP GALA SPONSOR

1234 SHERMAN AVE SUITE 214
EVANSTON,IL60202 		NONE NC SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 2,500

SPARK VENTURES - SPRING EVENT SPONSOR

2800 W NORTH SHORE AVE
CHICAGO,IL60645 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 2,500

BETH EMET SOUP KITCHEN - KNOBEL FAMILY MATCH

1224 DEMPSTER ST
EVANSTON,IL60202 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 2,550

GOFUNDME - PROJECT SEFU - COLE FALLER

855 JEFFERSON AVE
REDWOOD CITY,CA94063 		NONE NC FAMILY SUPPORT 525

FAMILY FOCUS

330 LAUREL AVE
HIGHLAND PARK,IL60035 		NONE NC COMMUNITY SUPPORT 250

GRATITUDE GENERATION

815 ROSEMARY TERRACE
DEERFIELD,IL60015 		NONE NC PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL 1,500

FAMILY FOCUS

330 LAUREL AVE
HIGHLAND PARK,IL60035 		NONE NC COMMUNITY SUPPORT 100

MERCY HOME FOR BOYS & GIRLS - FOR EASTER BASKETS

1000 GROVE ST
EVANSTON,IL60201 		NONE NC RECREATION, SPORTS, LEISURE, ATHLETICS 200

GIRL FORWARD - JOURNEYS EVENT SPONSOR

PO BOX 607516
CHICAGO,IL60660 		NONE NC YOUTH DEVELOPMENT - REFUGEES 1,000

LEUKEMIA & LYMPHOMA SOCIETY - TEAM FALLENDER FUNDRAISE

3 INTERNATIONAL DR 200
RYE BROOK,NY10573 		NONE NC CANCER - BLOOD 1,000

GO FUND ME - LGC EMPLOYEE FIRE

PO BOX 607516
CHICAGO,IL60660 		NONE NC YOUTH DEVELOPMENT - REFUGEES 525

UNIVERSITY OF CHICAGO MEDICINE - CANCER SUPPORT IN HONOR OF MARNI RABEN

PO BOX 83426
GAITHESBURG,MD20878 		NONE NC HUMANITARIAN RELIEF - UKRAINE 1,000

ACT BLUE EDIFY - A SHOT IN THE DARK FOUNDATION - UNDISCOVERED SHOWCASE

366 SUMMER ST
SOMERVILLE,MA02144 		NONE NC INTERFAITH UNDERSTANDING 2,525

NATIONAL MULTIPLE SCLEROSOS SOCIETY - MARK TIGER WALK

733 THIRD AVENUE
NEW YORK,NY10573 		NONE NC MULTIPLE SCLEROSIS RESEARCH 250

OBAMA FOUNDATION

5235 S HARPER CT SUITE 1140
CHICAGO,IL60615 		NONE NC COMMUNITY SUPPORT 2,500

BETH EMET SOUP KITCHEN

1224 DEMPSTER ST
EVANSTON,IL60202 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 1,000

INSTITUTE FOR NONVIOLENCE CHICAGO

819 N LEAMINGTON AVE
CHICAGO,IL60651 		NONE NC COMMUNITY SUPPORT - VIOLENCE PROVENTION 2,500

COLLEGE BOUND OPPORTUNITIES - SPRING SPONSOR

2033 N MILWAUKEE AVE 246
RIVERWOODS,IL60015 		NONE NC SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 4,500

HEARTLAND ALLIANCE - READI CHICAGO

208 S LASALLE ST SUITE 1300
CHICAGO,IL60604 		NONE NC VIOLENCE PREVENTION 25,000

METROPOLITAN FAMILY SERVICES - CP4P

1 NORTH DEARBORN ST SUITE 1000
CHICAGO,IL60602 		NONE NC FAMILY SERVICES 25,000

NEW LIFE CENTERS OF CHICAGOLAND

4101 W 51ST ST
CHICAGO,IL60602 		NONE NC YOUTH DEVELOPMENT / RECREATION /MENTORING / VIOLENCE PROVENTION 2,500

MOTHERS TRUST FOUNDATION

6300 N RIDGE
CHICAGO,IL60660 		NONE NC SPECIAL NEEDS 2,500

BUILD

5100 W HARRISON ST
CHICAGO,IL60644 		NONE NC HUMAN SEVICES - YOUTH DEVELOPMENT, VIOLENCE PREVENTION, COMMUNITY ENGAGEMENT 2,500

HELLO BABY

600 E 61ST ST
CHICAGO,IL60637 		NONE NC SOCIAL SUPPORT 500

GIANTS CLUB - HIGHLAND PARK HIGH SCHOOL

1954 FIRST ST SUITE 153
HIGHLAND PARK,IL60035 		NONE NC SOCIAL SUPPORT 250

AUTISM SPEAKS

1060 STATE ROAD 2ND FLOOR
PRINCETON,NJ08540 		NONE NC AUTISM RESEARCH AND SUPPORT 250

GOFUNDME - UPTOWN THEATRE - SCOTT SCHALLENBARGER SCHOLARSHIP FUND

855 JEFFERSON AVE
REDWOOD CITY,CA94063 		NONE NC FAMILY SUPPORT 525

SPARK VENTURES

2800 W NORTH SHORE AVE
CHICAGO,IL60645 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 2,650

PARTNERS IN HEALTH

800 BOYLSTON ST SUITE 1400
BOSTON,MA02199 		NONE NC INTERNATIONAL HEALTHCARE 20,000

FACING FORWARD TO END HOMELESSNESS

642 N KEDZIE AVE
CHICAGO,IL60612 		NONE NC HOMELESS PERSONS CENTERS, SERVICES 5,000

EVANSTON SCHOLARS - MATCH OPPORTUNITY

1234 SHERMAN AVE SUITE 214
EVANSTON,IL60202 		NONE NC SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 1,000

AMERICAN HEART ASSOCIATION - SEAN GALLAGHER RACE

2451 CRYSTAL DRIVE SUITE 900
ARLINGTON,VA22202 		NONE NC RESEARCH/SUPPORT - DIABETIS 250

PALENKE ARTS

1713 BROADWAY AVE
SEASIDE,CA93955 		NONE NC ARTS, MUSIC 500

NETWORK FOR GOOD - DONOR ADVISED FUND FOR ORGANIC ONENESS

733 THIRD AVENUE
NEW YORK,NY10573 		NONE NC MULTIPLE SCLEROSIS RESEARCH 1,030

NETWORK FOR GOOD - DONOR ADVISED FUND FOR THE CURRENT PROJECT

733 THIRD AVENUE
NEW YORK,NY10573 		NONE NC MULTIPLE SCLEROSIS RESEARCH 515

ABRAHAMIC HOUSE

11222 SAINT MICHAELS DR
DALLAS,TX75230 		NONE NC INTERFAITH UNDERSTANDING 500

GO FUND ME - NIOLIS COLLAZO - DAUGHTER OF HPHS SECURITY GUARD TERRY JOINER

PO BOX 607516
CHICAGO,IL60660 		NONE NC YOUTH DEVELOPMENT - REFUGEES 525

HELLO BABY

600 E 61ST ST
CHICAGO,IL60637 		NONE NC SOCIAL SUPPORT 1,140

SHARSHERET

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825 		NONE NC HUMANITARIAN RELIEF - UKRAINE 180

ROLFE PANCREATIC CANCER FOUNDATION

4255 N HONORE ST STE 209
CHICAGO,IL60613 		NONE NC CANCER RESEARCH - PANCREATIC 1,038

HIGHLAND PARK COMMUNITY FOUNDATION

PO BOX 398
HIGHLAND PARK,IL60035 		NONE NC COMMUNITY SUPPORT 10,000

JUNETEENTH BGOSH

PO BOX 1764
OSHKOSH,WI54903 		NONE NC RACIAL CELEBRATION AND SUPPORT 500

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE NC INTERNATIONAL DEVELOPMENT, RELIEF SERVICES 5,000

MADONNA MISSION

PO BOX 8518
NORTHFIELD,IL60093 		NONE NC REFUGEE EDUCATION 1,000

GRATITUDE GENERATION

815 ROSEMARY TERRACE
DEERFIELD,IL60015 		NONE NC PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL 1,025

NATIONAL MULTIPLE SCLEROSOS SOCIETY - SHAWN HATHORNE BIKE RIDR

733 THIRD AVENUE
NEW YORK,NY10573 		NONE NC MULTIPLE SCLEROSIS RESEARCH 250

JDRF ILLINOIS - SAM SCHAFFER

1 E WACKER DR SUITE 1400
CHICAGO,IL60606 		NONE NC JUVENILE DIABETIS RESEARCH 250

SCHOLARSHIP AMERICA - FOR EMPLOYEES OF TWIN ORCHARD CC

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825 		NONE NC HUMANITARIAN RELIEF - UKRAINE 1,021

MISERICORDIA

6300 N RIDGE
CHICAGO,IL60660 		NONE NC SPECIAL NEEDS 2,500

CANCER WELLNESS CENTER

215 REVERE DR
NORTHBROOK,IL60062 		NONE NC CANCER SUPPORT 5,000

UPTOWN MUSIC THEATER

PO BOX 83426
GAITHESBURG,MD20878 		NONE NC HUMANITARIAN RELIEF - UKRAINE 500

AMERICAN DIABETES ASSOCIATION - RICK'S GOLF DAY (CHERI LAVA)

2451 CRYSTAL DRIVE SUITE 900
ARLINGTON,VA22202 		NONE NC RESEARCH/SUPPORT - DIABETIS 250

BG FOUNDATION - EVENT SPONSOR SUPPORTING ADVANCED CARE & CEL

775 CORPORATE WOODS PARKWAY
VERNON HILLS,IL60061 		NONE NC PRIVATE FOUNDATION 2,563

GENDER COOL

PO BOX 338
MILLBRAE,CA94030 		NONE NC CANCER RESEARCH 200

FORA - FORGING OPPORTUNITIES FOR REFUGEES IN AMERICA

6431 N CALIFORNIA AVE
CHICAGO,IL60645 		NONE NC REFUGEE EDUCATION 1,000

COLLEGE BOUND OPPORTUNITIES

2033 N MILWAUKEE AVE 246
RIVERWOODS,IL60015 		NONE NC SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 200

GENDER COOL

PO BOX 338
MILLBRAE,CA94030 		NONE NC CANCER RESEARCH 2,500

GO FUND ME - PAYPAL GIVING FUND HAWAII COMMUNITY FOUNDATION - FIRES

PO BOX 607516
CHICAGO,IL60660 		NONE NC YOUTH DEVELOPMENT - REFUGEES 2,550

FREE FUNDER - DEBBIE AXELROD FAMILY HUSBAND'S PASSING

6431 N CALIFORNIA AVE
CHICAGO,IL60645 		NONE NC REFUGEE EDUCATION 273

BG FOUNDATION - EVENT SPONSOR SUPPORTING ADVANCED CARE & CEL

775 CORPORATE WOODS PARKWAY
VERNON HILLS,IL60061 		NONE NC PRIVATE FOUNDATION 300

GASTRIC CANCER FOUNDATION - SARA SWIM

PO BOX 338
MILLBRAE,CA94030 		NONE NC CANCER RESEARCH 500

COMMUNITY PARTNERS FOR AFFORADABLE HOUSING (CPAH)

2033 N MILWAUKEE AVE 246
RIVERWOODS,IL60015 		NONE NC SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 2,500

BETH EMET SOUP KITCHEN

1224 DEMPSTER ST
EVANSTON,IL60202 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 1,500

HIGHLAND PARK FIREFIGHTERS ASSOCIATION

PO BOX 401
HIGHLAND PARK,IL60035 		NONE NC FIREFIGHTER APPRECIATION 250

THE ARK

503 E 61ST ST
CHICAGO,IL60637 		NONE NC POVERTY 1,800

JEWISH UNITED FUND

1 E WACKER DR SUITE 1400
CHICAGO,IL60606 		NONE NC JUVENILE DIABETIS RESEARCH 40,000

CANCER WELLNESS CENTER

215 REVERE DR
NORTHBROOK,IL60062 		NONE NC CANCER SUPPORT 500

SPARK VENTURES - FALL GALA SPONSOR

2800 W NORTH SHORE AVE
CHICAGO,IL60645 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 2,500

LEUKEMIA & LYMPHOMA SOCIETY - SANDY FUERER ANNUAL BRING BACK THE LIGHT

3 INTERNATIONAL DR 200
RYE BROOK,NY10573 		NONE NC CANCER - BLOOD 500

BETH EMET SOUP KITCHEN (COSTCO PURCHASES)

1224 DEMPSTER ST
EVANSTON,IL60202 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 343

STRIDES FOR PEACE - EXPO SPONSOR

PO BOX 20466
STANFORD,CA94309 		NONE NC CANCER RESEARCH - GASTRO INTESTINAL 2,500

MCGAW YMCA CAMP ECHO 100 YR ANNIVERSARY SPONSOR

1000 GROVE ST
EVANSTON,IL60201 		NONE NC RECREATION, SPORTS, LEISURE, ATHLETICS 5,000

MERCY HOME FOR BOYS AND GIRLS - PATRICK ZAMKIN CHICAGO MARATHON

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE NC CHILDREN SERVICES 100

MAGEN DAVID ADOM - ISRAEL

PO BOX 8518
NORTHFIELD,IL60093 		NONE NC REFUGEE EDUCATION 2,500

JEWISH UNITED FUND - ISRAEL EMERGENCY FUND

1 E WACKER DR SUITE 1400
CHICAGO,IL60606 		NONE NC JUVENILE DIABETIS RESEARCH 2,500

ANTI-DEFAMATION LEAGUE - ISRAEL

88 HAMILTON AVE
STAMFORD,CT06902 		NONE NC HUMANITARIAN RELIEF 2,500

GO FUND ME - TONY CARANI SQAMOUS CELL CARCINOMA

PO BOX 607516
CHICAGO,IL60660 		NONE NC YOUTH DEVELOPMENT - REFUGEES 525

JUST GIVING - YALLA DONATION TO FRIENDS OF THE ISRAEL DEFENSE FORCES - ISRA

PO BOX 1764
OSHKOSH,WI54903 		NONE NC RACIAL CELEBRATION AND SUPPORT 1,000

MOTHERS TRUST FOUNDATION

6300 N RIDGE
CHICAGO,IL60660 		NONE NC SPECIAL NEEDS 1,031

MCGAW YMCA CAMP ECHO

1000 GROVE ST
EVANSTON,IL60201 		NONE NC RECREATION, SPORTS, LEISURE, ATHLETICS 500

MERCY HOME FOR BOYS AND GIRLS - LUX GALA SPONSOR

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE NC CHILDREN SERVICES 7,500

MERCY HOME FOR BOYS AND GIRLS - POKER NIGHT SPONSOR

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE NC CHILDREN SERVICES 2,500

WORLD CENTRAL KITCHEN - ISRAEL - GAZA FOOD AID

1901 OGDEN AVE
DOWNERS GROVE,IL60515 		NONE NC ANIMAL PROTECTION AND WELFARE 1,000

SPARK VENTURES

2800 W NORTH SHORE AVE
CHICAGO,IL60645 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 2,600

AMERICARES - ISRAEL - GAZA HUMANITARIAN AID

88 HAMILTON AVE
STAMFORD,CT06902 		NONE NC HUMANITARIAN RELIEF 1,000

LADIES OF VIRTUE

1245 S MICHIGAN SUITE 149
CHICAGO,IL60605 		NONE NC YOUTH DEVELOPMENT 1,050

FRIENDS OF THE ISRAEL DEFENSE FORCES - ISRAEL

PO BOX 4224
NEW YORK,NY10163 		NONE NC INTERNATIONAL, GLOBAL AFFAIRS SUPPORT 2,500

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR NY
NEW YORK,NY10006 		NONE NC INTERNATIONAL DEVELOPMENT, RELIEF SERVICES 5,000

GASTRIC CANCER FOUNDATION

PO BOX 338
MILLBRAE,CA94030 		NONE NC CANCER RESEARCH 2,500

DIRECT GIVING LAB

944 ENFIELD DR
NORTHBROOK,IL60062 		NONE NC FAMILY SUPPORT 1,800

CHICAGO FUND FOR SAFE & PEACEFUL COMMUNITIES CO CHICAGO COMM TRUST FNDTN -

33 S STATE STREET SUITE 750
CHICAGO,IL60603 		NONE NC COMMUNITY SUPPORT 25,000

CANCER WELLNESS CENTER - IN MEMORY OF MARNI RABEN

215 REVERE DR
NORTHBROOK,IL60062 		NONE NC CANCER SUPPORT 1,200

JEWISH UNITED FUND - ISRAEL EMERGENCY FUND

1 E WACKER DR SUITE 1400
CHICAGO,IL60606 		NONE NC JUVENILE DIABETIS RESEARCH 2,500

BIRDIES FOR CHARITY

775 CORPORATE WOODS PARKWAY
VERNON HILLS,IL60061 		NONE NC PRIVATE FOUNDATION 380

BETH EMET SOUP KITCHEN

1224 DEMPSTER ST
EVANSTON,IL60202 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 1,500

UCAN

503 E 61ST ST
CHICAGO,IL60637 		NONE NC POVERTY 1,000

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE NC CHILDREN SERVICES 3,446

GO FUND ME - MONICA RIVA SISTER-IN-LAW

PO BOX 607516
CHICAGO,IL60660 		NONE NC YOUTH DEVELOPMENT - REFUGEES 260

INJUSTICE WATCH

55 E JACKSON BLVD SUITE 640
CHICAGO,IL60604 		NONE NC CIVIL RIGHTS, SOCIAL ACTION 5,000

INSTITUTE FOR NONVIOLENCE CHICAGO

819 N LEAMINGTON AVE
CHICAGO,IL60651 		NONE NC COMMUNITY SUPPORT - VIOLENCE PROVENTION 5,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN CT
GENEVA,IL60134 		NONE NC FOOD BANKS, FOOD PANTRIES 5,000

CONNECTIONS FOR THE HOMELESS

2121 DEWEY AVENUE
EVANSTON,IL60201 		NONE NC HOMELESS PERSONS CENTERS, SERVICES 2,500

MADONNA MISSION

PO BOX 8518
NORTHFIELD,IL60093 		NONE NC REFUGEE EDUCATION 1,000

ROBERTI COMMUNITY HOUSE

919 8TH ST
WAUKEGAN,IL60085 		NONE NC COMMUNITY SUPPORT 1,000

SHIRLEY RYAN ABILITY LAB

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825 		NONE NC HUMANITARIAN RELIEF - UKRAINE 1,000

PACIFIC GARDEN MISSION

1458 S CANAL ST
CHICAGO,IL60607 		NONE NC HOMELESS PERSONS CENTERS, SERVICES 1,000

RONALD MCDONALD CHARITIES OF CHICAGOLAND & NW INDIANA

1301 W 22ND ST SUITE 905
OAK BROOK,IL60523 		NONE NC HEALTHCARE FAMILY - SUPPORT 1,000

LAKE COUNTY COMMUNITY FOUNDATION

1200 UNIVERSITY CENTER DR SUITE 333
GRAYSLAKE,IL60030 		NONE NC COMMUNITY SUPPORT 5,000

FAITH'S LODGE

505 HWY 169 N SUITE 245
PLYMOUTH,MN55441 		NONE NC FAMILY COUNSELING 1,000

BASIC HEALTH INTERNATIONAL

6425 LIVING PLACE FL 2
PITTSBURG,PA15206 		NONE NC GLOBAL HEALTHCARE 2,500

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE NC CHILDREN SERVICES 500

EVANSTON SCHOLARS

1234 SHERMAN AVE SUITE 214
EVANSTON,IL60202 		NONE NC SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 1,010

GIRL FORWARD

PO BOX 607516
CHICAGO,IL60660 		NONE NC YOUTH DEVELOPMENT - REFUGEES 1,000

HELLO BABY W MATCH

600 E 61ST ST
CHICAGO,IL60637 		NONE NC SOCIAL SUPPORT 2,500

WOUNDED WARRIOR PROJECT W MATCH

1901 OGDEN AVE
DOWNERS GROVE,IL60515 		NONE NC ANIMAL PROTECTION AND WELFARE 1,000

SOUTHERN POVERTY LAW CENTER W MATCH

2800 W NORTH SHORE AVE
CHICAGO,IL60645 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 1,000

JOSSELYN WMATCH

405 CENTRAL AVE
NORTHFIELD,IL60093 		NONE NC SOCIAL SERVICES / MENTAL HEALTH 2,500

JEWISH UNITED FUND - ISRAEL EMERGENCY FUND

1 E WACKER DR SUITE 1400
CHICAGO,IL60606 		NONE NC JUVENILE DIABETIS RESEARCH 2,500

UT CHABAD HOUSE

PO BOX 83426
GAITHESBURG,MD20878 		NONE NC HUMANITARIAN RELIEF - UKRAINE 1,000

ROLFE PANCREATIC CANCER FOUNDATION

4255 N HONORE ST STE 209
CHICAGO,IL60613 		NONE NC CANCER RESEARCH - PANCREATIC 1,000

BETH EMET SOUP KITCHEN - IN MEMORY OF SETH KNOBEL

1224 DEMPSTER ST
EVANSTON,IL60202 		NONE NC RELIGIOUS ORGANIZATION - HUNGER 103

UNIVERSITY OF CHICAGO MEDICINE - CANCER SUPPORT IN HONOR OF MARNI RABEN

PO BOX 83426
GAITHESBURG,MD20878 		NONE NC HUMANITARIAN RELIEF - UKRAINE 1,000

VETERANS OF FOREIGN WARS

PO BOX 83426
GAITHESBURG,MD20878 		NONE NC HUMANITARIAN RELIEF - UKRAINE 1,000

KESHET

600 ACADEMY DRIVE SUITE 130
NORTHBROOK,IL60062 		NONE NC SPECIAL NEEDS 600

WORKING TOGETHER

1901 OGDEN AVE
DOWNERS GROVE,IL60515 		NONE NC ANIMAL PROTECTION AND WELFARE 750

CHICAGO LAWYER'S COMMITTEE FOR CIVIL RIGHTS

100 N LASALLE ST SUITE 600
CHICAGO,IL60602 		NONE NC CIVIL RIGHTS, SOCIAL ACTION 500

FORA - FORGING OPPORTUNITIES FOR REFUGEES IN AMERICA

6431 N CALIFORNIA AVE
CHICAGO,IL60645 		NONE NC REFUGEE EDUCATION 500

ADJUSTMENT FOR PREVIOUS CONTRIBUTIONS

N/A
NA,IL60606 		NONE NC N/A -330
Total .................................right arrow 3a 388,033
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 1,404  
4 Dividends and interest from securities ....     14 129,922  
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 -43,124  
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 88,202 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
88,202
(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
LEVA FAMILY FOUNDATION
 
Employer identification number

81-2973239
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
LEVA FAMILY FOUNDATION
  		Employer identification number
81-2973239
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
CRAIG LEVA
1773 SPRUCE STREET
 
HIGHLAND PARK, IL60035

$ 1,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JAMES RESNICK
2150 BRAE BURN
 
RIVERWOODS, IL60015

$ 1,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


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

81-2973239
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
LEVA FAMILY FOUNDATION
  		Employer identification number

81-2973239
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 AccountingFeesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,500 0   3,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Name of Bond End of Year Book Value End of Year Fair Market Value
AB GLOBAL BOND FUND- ADV[1] 737,907 641,272
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO[1] 710,324 630,904

TY 2023 InvestmentsCorpStockSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Name of Stock End of Year Book Value End of Year Fair Market Value
AB DISCOVERY GRWTH FUND- AD 86,769 78,056
AB DISCOVERY VALUE-ADV 97,177 106,501
AB EMERGING MARKETS PORT[1] 85,850 76,177
AB INTERNATIONAL SMALL CAP PORTFOLIO - ADV CL[1] 169,780 164,378
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL[1] 910,542 841,741
AB SMALL CAP CORE PORTFOLIO ADV CL 68,799 74,539
ADOBE INC 20,622 28,637
ALPHABET INC-CL C 60,592 98,933
AMAZON.COM INC 57,929 65,638
AMERICAN ELECTRIC POWER 15,513 16,082
AMERICAN TOWER CORP 14,863 14,464
APPLE INC 36,439 89,719
AUTODESK INC 3,907 4,626
AUTOZONE INC 7,693 12,928
BAKER HUGHES CO 19,008 19,414
BANK OF AMERICA CORP 22,260 23,300
BOOZ ALLEN HAMILTON HOLDINGS 5,372 8,314
BROADCOM INC 17,596 23,441
CDW CORP/DE 6,805 13,412
CHEVRON CORP 11,513 14,021
COCA-COLA CO/THE 20,778 21,686
COMCAST CORP-CLASS A 21,711 22,188
CONSTELLATION BRANDS INC-A 11,931 13,055
CORTEVA INC 8,001 7,476
COSTCO WHOLESALE CORP 7,055 12,542
CSX CORP 20,548 25,205
EATON CORP PLC 15,511 31,066
EDWARDS LIFESCIENCES CORP 15,843 16,318
ELEVANCE HEALTH INC 18,470 24,050
EOG RESOURCES INC 17,967 24,190
GEN DIGITAL INC 12,312 12,300
GOLDMAN SACHS GROUP INC 19,687 26,618
HCA HEALTHCARE INC 13,740 15,970
HOME DEPOT INC 20,003 28,764
HYATT HOTELS CORP 9,232 11,998
ILLUMINA INC 13,626 9,329
IQVIA HOLDINGS 24,632 27,997
KLA CORP 6,190 10,463
LINDE PLC 14,666 19,714
LPL FINANCIAL HOLDINGS INC 5,295 7,739
LYONDELLBASELL INDU-CL A 15,979 17,970
MASTEC INC 12,472 8,935
MEDTRONIC PLC 34,759 27,762
META PLATFORMS INC-CLASS A 31,623 50,970
MICROSOFT CORP 75,844 162,825
NEXTERA ENERGY INC 17,953 14,760
NIKE INC -CL B 16,947 19,977
NVIDIA CORP 16,850 62,893
NXP SEMICONDUCTORS NV 12,592 20,442
ORACLE CORP 23,587 32,051
OTIS WORLDWIDE CORP 15,552 17,894
PACCAR INC 18,893 26,073
PAYPAL HOLDINGS INC 14,800 8,966
PNC FINANCIAL SERVICES GROUP 8,357 9,136
PROCTER & GAMBLE CO/THE 16,202 17,145
PROGRESSIVE CORP 22,016 34,882
PROLOGIS INC 18,164 21,861
QUALCOMM INC 14,806 19,670
RTX CORPORATION 10,361 9,255
REGENERON PHARMACEUTICALS 17,008 22,836
RESTAURANT BRANDS INTERN 16,817 19,767
ROCHE HOLDINGS LTD-SPONS ADR 23,830 20,506
SCHWAB CORP 22,214 22,360
SENSATA TECHNOLOGIES HOLDING 7,983 6,650
SERVICENOW INC 8,580 12,717
STELLANTIS NV 6,607 8,349
THERMO FISHER SCIENTIFIC INC 15,188 16,454
T-MOBILE US INC 21,116 25,332
UNITEDHEALTH GROUP INC 43,270 63,703
VERTEX PHARMACEUTICALS INC 17,088 28,482
VISA INC-CLASS A SHARES 52,612 71,857
WALMART INC 32,115 39,885
WALT DISNEY CO 16,465 14,898
WATERS CORP 13,049 14,815
WELLS FARGO & CO 26,437 29,581
WESTERN DIGITAL CORP 14,284 11,993
WILLIS TOWERS WATSON PLC 10,597 11,578
WORKDAY INC-CLASS A 8,060 9,938
ZOETIS INC 8,848 11,250

TY 2023 InvestmentsOtherSchedule2
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OVERLAY A PORTFOLIO CLASS 1 AT COST 701,681 617,432
OVERLAY B PORTFOLIO CLASS 1 AT COST 184,177 151,347

TY 2023 LegalFeesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 683 0   683


TY 2023 OtherExpensesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 1,087 0   0
IL CHARITABLE BUREAU FUND 15 0   0
BANK FEES 55 0   0


TY 2023 OtherIncreasesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Description Amount
NON-DIVIDEND DISTRIBUTION 4,282


TY 2023 OtherProfessionalFeesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 18,805 15,072   0


TY 2023 ReductionExplanationStatement
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Explanation:
1

TY 2023 TaxesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 4,232 4,232   0