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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$8,194,561J 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 51,709 51,709  
4 Dividends and interest from securities... 129,049 129,049  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 255,278
b Gross sales price for all assets on line 6a 1,190,134
7 Capital gain net income (from Part IV, line 2)... 255,278
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........ 1,437,036 436,036  
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
350 0   350
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,750 0   2,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,961 25,961   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,039 5,039   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
70 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,170 31,000   3,100
25 Contributions, gifts, grants paid....... 440,134 440,134
26 Total expenses and disbursements. Add lines 24 and 25 474,304 31,000   443,234
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 962,732
b Net investment income (if negative, enter -0-) 405,036
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 79,503 69,132 69,132
2 Savings and temporary cash investments......... 1,578,412 1,352,107 1,352,107
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)....... 2,796,152 Click to see attachment
List of Attached Documents:
// Content
3,662,409 		4,411,516
c Investments—corporate bonds (attach schedule)....... 1,448,231 Click to see attachment
List of Attached Documents:
// Content
2,161,336 		1,957,438
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).......... 885,858 Click to see attachment
List of Attached Documents:
// Content
526,196 		404,368
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) 6,788,156 7,771,180 8,194,561
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........ 6,788,156 7,771,180
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)..... 6,788,156 7,771,180
30 Total liabilities and net assets/fund balances (see instructions). 6,788,156 7,771,180
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
6,788,156
2
Enter amount from Part I, line 27a .....................
2
962,732
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
20,292
4
Add lines 1, 2, and 3 ..........................
4
7,771,180
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
7,771,180
Form 990-PF (2024)
Form 990-PF (2024)
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     2024-12-31
b PUBLICLY TRADED SECURITIES     2024-12-31
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 65,130   50,707 14,423
b 1,020,975   884,149 136,826
c 104,029     104,029
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       14,423
b       136,826
c       104,029
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 2 255,278
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 5,630
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 5,630
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 5,630
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,030
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 11,030
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 5,400
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,400 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
7,205,461
b
Average of monthly cash balances.......................
1b
87,693
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,293,154
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
7,293,154
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
109,397
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,183,757
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
359,188
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
359,188
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,630
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,630
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
353,558
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
353,558
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
353,558
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
443,234
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
443,234
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 353,558
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 53,799
b From 2020...... 257,497
c From 2021...... 32,027
d From 2022...... 43,063
e From 2023...... 105,770
f Total of lines 3a through e ........ 492,156
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 443,234
a Applied to 2023, 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 2024 distributable amount..... 353,558
e Remaining amount distributed out of corpus 89,676
5 Excess distributions carryover applied to 2024. 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 5 581,832
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		53,799
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		528,033
10 Analysis of line 9:
a Excess from 2020.... 257,497
b Excess from 2021.... 32,027
c Excess from 2022.... 43,063
d Excess from 2023.... 105,770
e Excess from 2024.... 89,676
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

112 EDUCATION FOUNDATION

445 SHERIDAN RD
HIGHWOOD,IL60040 		NONE PC EDUCATION PROGRAMS 800

112 EDUCATION FOUNDATION

445 SHERIDAN RD
HIGHWOOD,IL60040 		NONE PC EDUCATION PROGRAMS 1,000

A SAFE PLACE - GO FUND ME - MICHAEL ROSENGUARD

2710 17TH STREET
ZION,IL60099 		NONE PC WOMEN'S SHELTER / DOMESTIC ABUSE 260

ALS UNITED GREATER CHICAGO

5315 N CLARK ST 650
CHICAGO,IL60640 		NONE PC ALS RESEARCH 250

AMERICAN DIABETES ASSOCIATION - RICK'S GOLF DAY 200 HOLE SPONSOR 300 EXT

2451 CRYSTAL DRIVE SUITE 900
ARLINGTON,VA22202 		NONE PC RESEARCH/SUPPORT - DIABETES 500

AMERICAN HEART ASSOCIATION - SEAN GALLAGER CYCLE EVENT

300 S RIVERSIDE PLAZA STE 1200
CHICAGO,IL60606 		NONE PC HEALTH EDUCATION 250

ANTI-DEFAMATION LEAGUE

300 S RIVERSIDE PLAZA STE 1200
CHICAGO,IL60606 		NONE PC CIVIL RIGHTS, SOCIAL ACTION 2,500

AUTISM SPEAKS

1060 STATE ROAD 2ND FLOOR
PRINCETON,NJ08540 		NONE PC AUTISM RESEARCH AND SUPPORT 500

BASIC HEALTH INTERNATIONAL

6425 LIVING PLACE FL 2
PITTSBURGH,PA15206 		NONE PC GLOBAL HEALTHCARE 1,000

BERNIE'S BOOK BANK

917 N SHORE DR
LAKE BLUFF,IL60044 		NONE PC EDUCATION 480

BERNIE'S BOOK BANK

917 N SHORE DR
LAKE BLUFF,IL60044 		NONE PC EDUCATION 8,500

BERNIE'S BOOKS

917 N SHORE DR
LAKE BLUFF,IL60044 		NONE PC EDUCATION 1,612

BETH EMET SOUP KITCHEN

1224 DEMPSTER ST
EVANSTON,IL60202 		NONE PC RELIGIOUS ORGANIZATION - HUNGER 2,000

BETH EMET SOUP KITCHEN

1224 DEMPSTER ST
EVANSTON,IL60202 		NONE PC RELIGIOUS ORGANIZATION - HUNGER 2,000

BETH EMET SOUP KITCHEN

1224 DEMPSTER ST
EVANSTON,IL60202 		NONE PC RELIGIOUS ORGANIZATION - HUNGER 2,000

BREAKTHROUGH T1D (FORMERLY JDRF)

35 E WACKER DR SUITE 2200
CHICAGO,IL60601 		NONE PC JUVENILE DIABETIS RESEARCH 500

BUILD

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

CAMP INTERLAKEN JCC

6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		NONE PC CHILDREN RECRETAION 2,500

CANCER WELLNESS CENTER

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

CANCER WELLNESS CENTER

215 REVERE DR
NORTHBROOK,IL60062 		NONE PC CANCER SUPPORT 1,000

CANCER WELLNESS CENTER - MARNI'S FAN CLUB

215 REVERE DR
NORTHBROOK,IL60062 		NONE PC CANCER SUPPORT 1,000

CARA COLLECTIVE

237 S DESPLAINES
CHICAGO,IL60661 		NONE PC EMPLOYMENT, EDUCATIONAL 1,000

CARING WOMEN'S CONNECTION

PO BOX 234
LAKE ZURICH,IL60047 		NONE PC HUMAN SERVICES 600

CHABAD THE UNIVERSITY OF TEXAS

2101 NUECES STREET
AUSTIN,TX78705 		NONE PC RELIGIOUS, VARIOUS SERVICES 1,800

CHABAD THE UNIVERSITY OF TEXAS

2101 NUECES STREET
AUSTIN,TX78705 		NONE PC RELIGIOUS, VARIOUS SERVICES 500

CHABAD THE UNIVERSITY OF TEXAS

2101 NUECES STREET
AUSTIN,TX78705 		NONE PC RELIGIOUS, VARIOUS SERVICES 360

CHICAGO CENTER FOR THE ARTS & TECHNOLOGY (CHICAT)

1701 W 13TH ST
CHICAGO,IL60608 		NONE PC JOB TRAINING 2,500

CITY CLUB OF CHICAGO

70 W HUBBARD ST SUITE 202
CHICAGO,IL60654 		NONE PC CIVIC ASSOCIATION 600

CITY CLUB OF CHICAGO

70 W HUBBARD ST SUITE 202
CHICAGO,IL60654 		NONE PC CIVIC ASSOCIATION 150

CITY CLUB OF CHICAGO

70 W HUBBARD ST SUITE 202
CHICAGO,IL60654 		NONE PC CIVIC ASSOCIATION 150

COLLEGE BOUND OPPORTUNITIES

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

COLLEGE BOUND OPPORTUNITIES - SPONSOR SPRING EVENT

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

COMMUNITY PARTNERS FOR AFFORDABLE HOUSING (CPAH)

800 S MILWUAKEE AVE 201
LIBERTYVILLE,IL60048 		NONE PC HOUSING ASSISTANCE 1,500

CONNECTIONS FOR THE HOMELESS

2121 DEWEY AVENUE
EVANSTON,IL60201 		NONE PC HOMELESS PERSONS CENTERS, SERVICES 1,000

CONNECTIONS FOR THE HOMELESS

2121 DEWEY AVENUE
EVANSTON,IL60201 		NONE PC HOMELESS PERSONS CENTERS, SERVICES 1,000

CONNECTIONS FOR THE HOMELESS

2121 DEWEY AVENUE
EVANSTON,IL60201 		NONE PC HOMELESS PERSONS CENTERS, SERVICES 1,000

CRADLES TO CRAYONS

2500 W BRADLEY PLACE
CHICAGO,IL60618 		NONE PC CHILDRENS SERVICES 2,500

DION'S CHICAGO DREAM

1636 N CALIFORNIA AVE 2
CHICAGO,IL60647 		NONE PC COMMUNITY SUPPORT 1,000

DION'S CHICAGO DREAM

1636 N CALIFORNIA AVE 2
CHICAGO,IL60647 		NONE PC COMMUNITY SUPPORT 2,500

DIRECT GIVING LABS

944 ENFIELD DR
NORTHBROOK,IL60062 		NONE PC FAMILY SUPPORT 3,500

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE PC INTERNATIONAL DEVELOPMENT, RELIEF SERVICES 10,000

EDIFY - SPONSOR UNDISCOVERED SHOWCASE (ACTBLUE SHOT IN THE DARK)

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE PC INTERNATIONAL DEVELOPMENT, RELIEF SERVICES 3,000

ERIE FAMILY HEALTH FOUNDATION

1701 WEST SUPERIOR STREET 3RD FLOOR
CHICAGO,IL60622 		NONE PC HEALTHCARE 2,500

ERIE FAMILY HEALTH FOUNDATION

1701 WEST SUPERIOR STREET 3RD FLOOR
CHICAGO,IL60622 		NONE PC HEALTHCARE 5,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL60026 		NONE PC SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 2,500

EVANSTON SCHOLARS

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

EVANSTON SCHOLARS

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

EVANSTON SCHOLARS - IN HONOR OF STEVE NEWMAN

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

EVANSTON SCHOLARS - SPRING SPONSOR

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

FACING FORWARD TO END HOMELESSNESS

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

FAITH'S LODGE

8301 GOLDEN VALLEY RD SUITE 210
GOLDEN VALLEY,MN55427 		NONE PC FAMILY COUNSELING 1,000

FORWARD4TOBI

318 W HALF DAY RD 206
BUFFALO GROVE,IL60089 		NONE PC CANCER SUPPORT 500

GASTRIC CANCER FOUNDATION

PO BOX 338
MILLBRAE,CA94030 		NONE PC CANCER RESEARCH 1,500

GASTRIC CANCER FOUNDATION - SWIM FOR SARA (SHOTTENSTEIN)

PO BOX 338
MILLBRAE,CA94030 		NONE PC CANCER RESEARCH 1,000

GIRL FORWARD - SPONSOR - JOURNEYS EVENT

PO BOX 607516
CHICAGO,IL60660 		NONE PC YOUTH DEVELOPMENT - REFUGEES 3,000

GLOBAL GIVING HURRICANE HELENEMILTION

1 THOMAS CIRCLE NW SUITE 800
WASHINGTON,DC20005 		NONE PC HUMANITARIAN RELIEF 1,000

GO FUND ME - COOPER ROBERTS HP JULY 4TH

1 THOMAS CIRCLE NW SUITE 800
WASHINGTON,DC20005 		NONE PC FAMILY SUPPORT 1,020

GRATITUDE GENERATION

815 ROSEMARY TERRACE
DEERFIELD,IL60015 		NONE PC PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL 625

GRATITUDE GENERATION - GALA SPONSOR

815 ROSEMARY TERRACE
DEERFIELD,IL60015 		NONE PC PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL 1,600

GRATITUDE GENERATION - GOLFPICKLE EVENT SPONSOR

815 ROSEMARY TERRACE
DEERFIELD,IL60015 		NONE PC PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL 1,000

GRATITUDE GENERATION - W MATCH

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

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632 		NONE PC FOOD BANKS, FOOD PANTRIES 6,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632 		NONE PC FOOD BANKS, FOOD PANTRIES 10,000

HEART OF THE CITY

114 S GENESEE ST SUITE 303
WAUKEGAN,IL60085 		NONE PC YOUTH SPORTS / SOCIAL SERVICE 1,000

HEART OF THE CITY

114 S GENESEE ST SUITE 303
WAUKEGAN,IL60085 		NONE PC YOUTH SPORTS / SOCIAL SERVICE 2,500

HEART OF THE CITY - GALA SPONSOR

114 S GENESEE ST SUITE 303
WAUKEGAN,IL60085 		NONE PC YOUTH SPORTS / SOCIAL SERVICE 1,000

HELLO BABY

600 E 61ST ST
CHICAGO,IL60637 		NONE PC SOCIAL SUPPORT 405

HELLO BABY

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

HELLO BABY - KROESCHELL CHARITY EVENT

600 E 61ST ST
CHICAGO,IL60637 		NONE PC SOCIAL SUPPORT 3,000

HELLO BABY - KROESCHELL CHARITY EVENT

600 E 61ST ST
CHICAGO,IL60637 		NONE PC SOCIAL SUPPORT 460

HELLO BABY - MARNI'S BUTTERFLY SPONSORSHIP

600 E 61ST ST
CHICAGO,IL60637 		NONE PC SOCIAL SUPPORT 25,000

HIGHLAND PARK COMMUNITY FOUNDATION

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

HIGHLAND PARK COMMUNITY FOUNDATION

PO BOX 398
HIGHLAND PARK,IL60035 		NONE PC COMMUNITY SUPPORT 5,000

HIGHLAND PARK FIREFIGHTERS ASSOCIATION

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

HIGHWOOD LIBRARY AND COMMUNITY CENTER

PO BOX 401
HIGHLAND PARK,IL60035 		NONE PC FIREFIGHTER APPRECIATION 2,500

ILLINOIS HOLOCAUST MUSEUM

9603 WOODS DRIVE
SKOKIE,IL60077 		NONE PC EDUCATION 2,500

ILLINOIS PGA BIRDIES FOR CHARITY

9603 WOODS DRIVE
SKOKIE,IL60077 		NONE PC COMMUNITY SUPPORT 630

IMAGINE ENGLEWOOD IF

6407 S HONORE STREET
CHICAGO,IL60636 		NONE PC COMMUNITY SUPPORT 1,000

INSTITUTE FOR NONVIOLENCE CHICAGO

6407 S HONORE STREET
CHICAGO,IL60636 		NONE PC COMMUNITY SUPPORT 2,500

JDRF - ILLINOIS - 60824 PICKLEBALL TOURNAMENT SPONSOR

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		NONE PC JUVENILE DIABETIS RESEARCH 1,500

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		NONE PC INTERNATIONAL SUPPORT - ISRAEL 2,500

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		NONE PC INTERNATIONAL SUPPORT - ISRAEL 5,000

JEWISH UNITED FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		NONE PC INTERNATIONAL SUPPORT - ISRAEL 250

JEWISH UNITED FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		NONE PC INTERNATIONAL SUPPORT - ISRAEL 50,000

JOSSELYN

1135 SKOKIE BLVD
NORTHBROOK,IL60062 		NONE PC SOCIAL SERVICES / MENTAL HEALTH 1,000

JOSSELYN - W MATCH

1135 SKOKIE BLVD
NORTHBROOK,IL60062 		NONE PC SOCIAL SERVICES / MENTAL HEALTH 2,500

JUNETEENTH BGOSH

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

LADIES OF VIRTUE

1245 S MICHIGAN SUITE 149
CHICAGO,IL60605 		NONE PC YOUTH DEVELOPMENT 1,040

LAKE COUNTY COMMUNITY FOUNDATION

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

LEUKEMIA AND LYMPHOMA SOCIETY - SANDY FEUER

3 INTERNATIONAL DR 200
RYE BROOK,NY10573 		NONE PC CANCER - BLOOD 100

LIFT - CHICAGO

3 INTERNATIONAL DR 200
RYE BROOK,NY10573 		NONE PC EMPLOYMENT, JOB TRAINING 3,500

MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		NONE PC EMERGENCY SUPPORT - ISRAEL 1,000

MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		NONE PC EMERGENCY SUPPORT - ISRAEL 1,500

MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		NONE PC EMERGENCY SUPPORT - ISRAEL 1,000

MAPS - MULTIDISCIPLINARY ASSOCIATION FOR PSYCHODELIC STUDIES

3141 STEVENS CREEK BLVD 40563
SAN JOSE,CA95117 		NONE PC MENTAL HEALTH 250

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE PC CHILDREN SERVICES 5,000

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE PC CHILDREN SERVICES 2,637

MERCY HOME FOR BOYS AND GIRLS

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

MERCY HOME FOR BOYS AND GIRLS

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

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE PC CHILDREN SERVICES 2,570

MERCY HOME FOR BOYS AND GIRLS - FALL GALA SPONSOR

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

MERCY HOME FOR BOYS AND GIRLS - ST PATRICKS EVENT SPONSOR

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE PC CHILDREN SERVICES 1,000

METROPOLITAN FAMILY SERVICES - CP4P

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

MISERICORDIA - ANDY MASS CANDY DAYS

6300 N RIDGE
CHICAGO,IL60660 		NONE PC SPECIAL NEEDS 100

MISERICORDIA - PERKINSMARSHALL ANNUAL FUNDRAISER

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

MOTHERS TRUST FOUNDATION

6300 N RIDGE
CHICAGO,IL60660 		NONE PC CHILDREN SERVICES 1,000

MOTHER'S TRUST FOUNDATION - SPONSOR PROM EVENT

400 E ILLINOIS RD
LAKE FOREST,IL60045 		NONE PC CHILDREN SERVICES 3,000

MOTHER'S TRUST FOUNDATION - WINTER CLOTHING SPONSORSHIP

400 E ILLINOIS RD
LAKE FOREST,IL60045 		NONE PC CHILDREN SERVICES 3,200

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVENUE
NEW YORK,NY10017 		NONE PC MULTIPLE SCLEROSIS RESEARCH 250

NC DISASTER RELIEF FUND - HURRICANE HELENE DAMAGE

733 THIRD AVENUE
NEW YORK,NY10017 		NONE PC MULTIPLE SCLEROSIS RESEARCH 3,500

NORTH SUBURBAN LEGAL AID CLINIC

1130 KILDAIRE FARM RD SUITE 100
CARY,NC27511 		NONE PC DISASTER RELIEF 10,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN CT
GENEVA,IL60134 		NONE PC FOOD BANKS, FOOD PANTRIES 10,000

OBAMA FOUNDATION

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

OBAMA FOUNDATION

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

OPERATION PLAYGROUND - IN MEMORY OF PHIL SIMMONS

5235 S HARPER CT SUITE 1140
CHICAGO,IL60615 		NONE PC COMMUNITY SUPPORT 250

ORGANIC ONENESS

3120 S INDIANA AVE UNIT 403
CHICAGO,IL60616 		NONE PC SOCIAL JUSTICE 500

OUR HOUSE THERAPY COLLECTIVE

7306 N DAMEN AVE
CHICAGO,IL60645 		NONE PC MENTAL HEALTH 1,000

PARTNERS IN HEALTH

800 BOYLSTON ST SUITE 1400
BOSTON,MA02199 		NONE PC INTERNATIONAL HEALTHCARE 2,500

PARTNERS IN HEALTH - PMT 3 OF 5 YR COMMITMENT

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

RISE AGAINST HUNGER - MEAL PACKING EVENT LGC

3733 NATIONAL DR 200
RALEIGH,NC27612 		NONE PC GLOBAL HUNGER 8,000

ROLFE PANCREATIC CANCER FOUNDATION

4255 N HONORE ST STE 209
CHICAGO,IL60613 		NONE PC CANCER RESEARCH - PANCREATIC 3,500

ROLFE PANCREATIC CANCER FOUNDATION - ENMOTIVE

4255 N HONORE ST STE 209
CHICAGO,IL60613 		NONE PC CANCER RESEARCH - PANCREATIC 1,139

ROLFE PANCREATIC CANCER FOUNDATION - GALA SPONSOR

4255 N HONORE ST STE 209
CHICAGO,IL60613 		NONE PC CANCER RESEARCH - PANCREATIC 2,591

SAVE THE CHILDREN

4255 N HONORE ST STE 209
CHICAGO,IL60613 		NONE PC MEDICAL RESEARCH / SUPPORT 1,000

SHIRLEY RYAN ABILITY LAB

4255 N HONORE ST STE 209
CHICAGO,IL60613 		NONE PC HEALTHCARE SUPPORT - REHABILITATION 1,000

SPARK VENTURES

208 S LASALLE ST SUITE 1670
CHICAGO,IL60604 		NONE PC INTERNATIONAL RELIEF 6,150

SPARK VENTURES

208 S LASALLE ST SUITE 1670
CHICAGO,IL60604 		NONE PC INTERNATIONAL RELIEF 2,500

SPARK VENTURES - FALL GALA SPONSORSHIP

208 S LASALLE ST SUITE 1670
CHICAGO,IL60604 		NONE PC INTERNATIONAL RELIEF 2,500

SPARK VENTURES - NICARAGUA CAMPAIGN

208 S LASALLE ST SUITE 1670
CHICAGO,IL60604 		NONE PC INTERNATIONAL RELIEF 1,000

SPARK VENTURES - SPRING EVENT SPONSOR

208 S LASALLE ST SUITE 1670
CHICAGO,IL60604 		NONE PC INTERNATIONAL RELIEF 2,500

SPECIAL OLYMPICS OF ILLINOIS - BUFFALO GROVE POLICE LAW ENFORCEMENT TORCH R

605 E WILLOW ST
NORMAL,IL61761 		NONE PC RECREATION 1,000

STANFORD MEDICINE - CANCER RESEARCH

605 E WILLOW ST
NORMAL,IL61761 		NONE PC CANCER RESEARCH 1,000

STANFORD MEDICINE - CANCER RESEARCH

605 E WILLOW ST
NORMAL,IL61761 		NONE PC CANCER RESEARCH 1,500

STRIDES FOR PEACE

200 W MADISON ST 3RD FLOOR
CHICAGO,IL60606 		NONE PC PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE 2,500

STRIDES FOR PEACE - 61424 RACE AGAINS GUN VIOLENCE SPONSOR

200 W MADISON ST 3RD FLOOR
CHICAGO,IL60606 		NONE PC PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE 5,000

STRIDES FOR PEACE - ENMOTIVE

200 W MADISON ST 3RD FLOOR
CHICAGO,IL60606 		NONE PC PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE 44

SUNSHINE ENTERPRISES NEXT LEVEL EXCHANGE

503 E 61ST ST
CHICAGO,IL60637 		NONE PC POVERTY 5,000

THE ARK

6450 N CALIFORNIA AVE
CHICAGO,IL60645 		NONE PC SOCIAL SERVICES 1,800

THE ARK

6450 N CALIFORNIA AVE
CHICAGO,IL60645 		NONE PC SOCIAL SERVICES 1,800

UCAN

3605 W FILLMORE ST
CHICAGO,IL60624 		NONE PC COMMUNITY SUPPORT 1,000

UNIFY AMERICA

1720 CENTRAL ST APT 221
EVANSTON,IL60201 		NONE PC PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE AND OTHER 1,000

UNITED HELP UKRAINE

1720 CENTRAL ST APT 221
EVANSTON,IL60201 		NONE PC HUMANITARIAN RELIEF - UKRAINE 2,500

UNIVERSITY OF CHICAGO - COMPREHENSIVE CANCER CENTER

PO BOX 83426
GAITHERSBURG,MD20878 		NONE PC MEDICAL RESEARCH / SUPPORT 1,000

UPTOWN MUSIC THEATER OF HP

US BANK LOCK BOX 78807
MILWAUKEE,WI53278 		NONE PC EDUCATION 100

UPTOWN MUSIC THEATER OF HP - LES MIZ SPONSOR

US BANK LOCK BOX 78807
MILWAUKEE,WI53278 		NONE PC EDUCATION 1,000

UW FOUNDATION - DR HARVEY & DONNA WICHMAN

184 LEONARD WOOD S 208
HIGHLAND PARK,IL60035 		NONE PC COMMUNITY THEATRE, SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 2,500

VETERNS OF FOREIGN WARS

406 W 34TH ST
KANSAS CITY,MO64111 		NONE PC VETERAN SUPPORT 500

VIETNAM VETERANS MEMORIAL FUND

406 W 34TH ST
KANSAS CITY,MO64111 		NONE PC VETERAN SUPPORT 500

WE GROW CHICAGO (IMAGINE ENGLEWOOD IF)

6402 S HONORE
CHICAGO,IL60636 		NONE PC HUMAN SERVICES 1,000

WEST SUBURBAN HUMANE SOCIETY

1901 OGDEN AVE
DOWNERS GROVE,IL60515 		NONE PC ANIMAL PROTECTION AND WELFARE 200

WEST SUBURBAN HUMANE SOCIETY

1901 OGDEN AVE
DOWNERS GROVE,IL60515 		NONE PC ANIMAL PROTECTION AND WELFARE 500

WEST SUBURBAN HUMANE SOCIETY

1901 OGDEN AVE
DOWNERS GROVE,IL60515 		NONE PC ANIMAL PROTECTION AND WELFARE 461

WORLD CENTRAL KITCHEN - HURRICANE HELENEMILTION

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		NONE PC FOOD RELIEF 2,500

WOUNDED WARRIOR PROJECT

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		NONE PC VETERANS ASSISTANCE 1,000

WOUNDED WARRIOR PROJECT

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		NONE PC VETERANS ASSISTANCE 1,000

YMCA MCGAW CAMP ECHO

4899 BELFORT RD SUITE 300
JACKSONVILLE,FL32256 		NONE PC HUMAN SERVICES 1,000

YOUTH GUIDANCE

1 N LASALLE STREET SUITE 900
CHICAGO,IL60602 		NONE PC COUNSELING, MENTAL HEALTH, MENTORING 1,000

YOUTH GUIDANCE

1 N LASALLE STREET SUITE 900
CHICAGO,IL60602 		NONE PC COUNSELING, MENTAL HEALTH, MENTORING 1,000

YOUTH SERVICES

3080 W LAKE AVE
GLENVIEW,IL60026 		NONE PC YOUTH MENTAL WELLNESS 1,000
Total .................................right arrow 3a 440,134
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 51,709  
4 Dividends and interest from securities ....     14 129,049  
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 ............ 		    18 255,278  
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) .. 0 436,036 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
436,036
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
LEVA FAMILY FOUNDATION
 
Employer identification number

81-2973239
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
LEVA FAMILY FOUNDATION
  		Employer identification number
81-2973239
Part I
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,750 0   2,750

TY 2024 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 1,080,030 979,425
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO 1,081,306 978,013

TY 2024 InvestmentsCorpStockSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Name of Stock End of Year Book Value End of Year Fair Market Value
AB CONSERVATIVE BUFFER ETF 386,229 416,533
AB DISCOVERY GRWTH FUND- AD 83,818 87,466
AB DISCOVERY VALUE-ADV 107,904 111,644
AB EMERGING MARKETS PORT 115,581 110,063
AB INTERNATIONAL SMALL CAP PORTFOLIO - ADV CL 200,355 201,645
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL 1,204,682 1,213,486
AB SMALL CAP CORE PORTFOLIO ADV CL 76,499 76,372
ADOBE INC 24,947 25,347
ALPHABET INC-CL C 63,588 118,454
AMAZON.COM INC 71,758 103,333
AMEREN CORPORATION 16,097 15,956
AMERICAN ELECTRIC POWER 14,385 16,048
APPLE INC 43,266 110,936
AUTOZONE INC 7,693 16,010
BAKER HUGHES CO 21,511 26,294
BANK OF AMERICA CORP 23,511 30,369
BOOZ ALLEN HAMILTON HOLDINGS 3,926 6,178
BROADCOM INC 31,838 68,393
CAMECO CORP 10,078 13,259
CDW CORP/DE 5,957 8,180
CHARLES SCHWAB CORP NEW 34,548 36,635
CHEVRON CORP 6,135 5,938
COCA-COLA CO/THE 18,333 20,110
COMCAST CORP-CLASS A 27,853 24,395
CONSTELLATION BRANDS INC-A 14,903 14,586
CORTEVA INC 18,064 19,082
COSTCO WHOLESALE CORP 6,618 15,577
CSX CORP 29,169 30,850
DEERE & CO 16,330 16,948
DIGITAL REALTY TRUST INC 17,349 16,669
EATON CORP PLC 14,895 32,855
EDWARDS LIFESCIENCES CORP 11,453 10,068
EOG RESOURCES INC 25,469 30,645
FISERV INC 20,165 21,980
GE VERNOVA INC 11,794 22,038
GOLDMAN SACHS GROUP INC 24,018 41,229
HOME DEPOT INC 22,086 31,897
HONEYWELL INTERNATIONAL INC 12,472 13,102
HUBSPOT INC 8,909 11,148
HYATT HOTELS CORP - CL A 5,465 8,163
IQVIA HOLDINGS INC 28,881 27,708
KLA CORP 9,061 13,863
LABCORP HOLDINGS INC 14,419 13,989
LINDE PLC 13,763 18,840
LYONDELLBASELL INDU-CL A 22,536 19,682
MEDTRONIC PLC 35,835 28,437
MERCK & CO. INC. 20,408 16,514
META PLATFORMS INC-CLASS A 36,332 80,215
MICROSOFT CORP 86,401 173,237
NIKE INC -CL B 16,176 12,940
NVIDIA CORP 30,083 159,671
NXP SEMICONDUCTORS NV 20,315 24,111
ORACLE CORP 23,517 42,993
OTIS WORLDWIDE CORP 11,668 13,892
PACCAR INC 14,997 20,284
PENTAIR PLC 6,861 8,655
PROCTER & GAMBLE CO/THE 19,159 21,962
PROGRESSIVE CORP 16,572 30,191
PROLOGIS INC 23,792 21,669
QUALCOMM INC 5,612 7,374
REGENERON PHARMACEUTICALS 13,384 12,110
ROCHE HOLDINGS LTD-SPONS ADR 21,387 17,859
SERVICENOW INC 3,681 8,481
STARBUCKS CORP 13,913 13,414
TAIWAN SEMICONDUCTOR-SP ADR 16,406 17,774
THERMO FISHER SCIENTIFIC INC 19,140 19,769
T-MOBILE US INC 18,627 28,916
UNITEDHEALTH GROUP INC 45,000 58,174
VERTEX PHARMACEUTICALS INC 14,811 21,343
VISA INC-CLASS A SHARES 56,532 84,383
WALMART INC 30,342 54,842
WALT DISNEY CO/THE 25,962 29,174
WATERS CORP 15,279 19,291
WELLS FARGO & CO 25,749 40,037
WESTERN DIGITAL CORP 5,086 5,367
WILLIS TOWERS WATSON PLC 7,914 11,277
ZOETIS INC 13,157 13,197

TY 2024 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 433,600 322,025
OVERLAY B PORTFOLIO CLASS 1 AT COST 92,596 82,343

TY 2024 LegalFeesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 350 0   350


TY 2024 OtherExpensesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IL CHARITABLE BUREAU FUND 25 0   0
BANK FEES 45 0   0


TY 2024 OtherIncreasesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Description Amount
NON-DIVIDEND DISTRIBUTION 20,292


TY 2024 OtherProfessionalFeesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 25,961 25,961   0


TY 2024 ReductionExplanationStatement
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Explanation:
1

TY 2024 TaxesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 5,039 5,039   0