Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
HIGHLAND PARK
State or province
IL
Country  
ZIP or foreign postal code
60035
A Employer identification number

81-2973239
B Telephone number (see instructions)

7732675770
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$9,867,307
J 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) 1,001,500
2 Check .................
3 Interest on savings and temporary cash investments 27,784 27,784  
4 Dividends and interest from securities... 186,504 186,504  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 322,927
b Gross sales price for all assets on line 6a 1,151,937
7 Capital gain net income (from Part IV, line 2)... 322,927
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........ 1,538,715 537,215  
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)......... 350 0   350
b Accounting fees (attach schedule)....... 3,200 0   3,200
c Other professional fees (attach schedule).... 33,226 33,226   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,247 6,247   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 236 0   236
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,259 39,473   3,786
25 Contributions, gifts, grants paid....... 503,101 503,101
26 Total expenses and disbursements. Add lines 24 and 25 ................ 546,360 39,473   506,887
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 992,355
b Net investment income (if negative, enter -0-) 497,742
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 69,132 135,474 135,474
2 Savings and temporary cash investments......... 1,352,107 818,353 818,353
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 3,662,409 Click to see attachment
List of Attached Documents:
// Content
4,536,098
5,863,666
c Investments—corporate bonds (attach schedule)....... 2,161,336 Click to see attachment
List of Attached Documents:
// Content
2,652,059
2,512,137
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 526,196 Click to see attachment
List of Attached Documents:
// Content
622,436
537,677
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,771,180 8,764,420 9,867,307
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,771,180 8,764,420
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)..... 7,771,180 8,764,420
30 Total liabilities and net assets/fund balances (see instructions). 7,771,180 8,764,420
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
7,771,180
2
Enter amount from Part I, line 27a .....................
2
992,355
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
885
4
Add lines 1, 2, and 3 ..........................
4
8,764,420
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,764,420
Form 990-PF (2025)
Form 990-PF (2025)
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     2025-12-31
b PUBLICLY TRADED SECURITIES     2025-12-31
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 186,368   183,725 2,643
b 789,297   645,285 144,012
c 176,272     176,272
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       2,643
b       144,012
c       176,272
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 2 322,927
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 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 6,919
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 6,919
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 6,919
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,000
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 7,000
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 81
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax81 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
IL
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofCRAIG LEVA Telephone no. (773) 267-5770

Located at1773 SPRUCE STREETHIGHLAND PARKIL ZIP+460035
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
8,424,741
b
Average of monthly cash balances.......................
1b
125,383
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,550,124
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
8,550,124
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
128,252
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,421,872
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
421,094
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
421,094
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,919
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,919
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
414,175
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
414,175
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
414,175
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, line 26, column (d) ..........
1a
506,887
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
506,887
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 414,175
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 257,497
b From 2021...... 32,027
c From 2022...... 43,063
d From 2023...... 105,770
e From 2024...... 89,676
f Total of lines 3a through e ........ 528,033
4Qualifying distributions for 2025 from Part
XI, line 4: $ 506,887
a Applied to 2024, 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 2025 distributable amount..... 414,175
e Remaining amount distributed out of corpus 92,712
5 Excess distributions carryover applied to 2025. 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 5 620,745
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
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 2020 not
applied on line 5 or line 7 (see instructions) ...
257,497
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
363,248
10 Analysis of line 9:
a Excess from 2021 .... 32,027
b Excess from 2022 .... 43,063
c Excess from 2023 .... 105,770
d Excess from 2024 .... 89,676
e Excess from 2025 .... 92,712
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   EDUCATION PROGRAMS 1,000

A SAFE PLACE

2710 17TH STREET
ZION,IL60099
NONE   WOMEN'S SHELTER / DOMESTIC ABUSE 500

AMERICAN DIABETES ASSOCIATION - RICK'S GOLF DAY

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

AMERICAN HEART ASSOCIATION

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

ANTI-DEFAMATION LEAGUE

300 S RIVERSIDE PLAZA STE 1200
CHICAGO,IL60606
NONE   CIVIL RIGHTS, SOCIAL ACTION 2,597

AUTISM SPEAKS

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

AUTISM SPEAKS

1060 STATE ROAD 2ND FLOOR
PRINCETON,NJ08540
NONE   AUTISM RESEARCH AND SUPPORT 936

BASIC HEALTH INTERNATIONAL

6425 LIVING PLACE FL 2
PITTSBURGH,PA15206
NONE   GLOBAL HEALTHCARE 2,500

BERNIE'S BOOK BANK

917 N SHORE DR
LAKE BLUFF,IL60044
NONE   EDUCATION 480

BERNIE'S BOOK BANK

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

BETH EMET SOUP KITCHEN

1224 DEMPSTER ST
EVANSTON,IL60202
NONE   RELIGIOUS ORGANIZATION - HUNGER 2,500

BETH EMET SOUP KITCHEN

1224 DEMPSTER ST
EVANSTON,IL60202
NONE   RELIGIOUS ORGANIZATION - HUNGER 2,500

BG FOUNDATION - EVENT SPONSOR SUPPORTING CEL & ADVANCED CARE

775 CORPORATE WOODS PARKWAY
VERNON HILLS,IL60061
NONE   GENERAL SUPPORT 2,603

BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY

103 S MAIN ST
WEST BEND,WI53095
NONE   YOUTH SOCIAL SERVICE 100

BIRTHRIGHT ISRAEL FOUNDATION

711 3RD AVE 10TH FL
NEW YORK,NY10017
NONE   SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 3,500

BREAKTHROUGH T1D (FORMERLY JDRF)

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

CANCER WELLNESS CENTER

215 REVERE DR
NORTHBROOK,IL60062
NONE   CANCER SUPPORT 500

CANCER WELLNESS CENTER

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

CANCER WELLNESS CENTER

215 REVERE DR
NORTHBROOK,IL60062
NONE   CANCER SUPPORT 1,100

CANCER WELLNESS CENTER

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

CANCER WELLNESS CENTER

215 REVERE DR
NORTHBROOK,IL60062
NONE   CANCER SUPPORT 518

CARING WOMEN'S CONNECTION

PO BOX 234
LAKE ZURICH,IL60047
NONE   HUMAN SERVICES 750

CENTER FOR ENRICHED LIVING (CEL)

280 SAUNDERS RD
RIVERWOODS,IL60015
NONE   HUMAN SERVICES - DISABILITIES 2,500

CENTER FOR ENRICHED LIVING (CEL)

280 SAUNDERS RD
RIVERWOODS,IL60015
NONE   HUMAN SERVICES - DISABILITIES 2,900

CHABAD THE UNIVERSITY OF TEXAS

2101 NUECES STREET
AUSTIN,TX78705
NONE   GENERAL SUPPORT 500

CHICAGO CENTER FOR THE ARTS & TECHNOLOGY (CHICAT)

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

CHICAGO CRED

300 EAST RANDOLPH STE 3850
CHICAGO,IL60601
NONE   COMMUNITY SUPPORT - VIOLENCE PROVENTION 2,500

CITY CLUB OF CHICAGO

70 W HUBBARD ST SUITE 202
CHICAGO,IL60654
NONE   CIVIC ASSOCIATION 500

CITY CLUB OF CHICAGO

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

CITY CLUB OF CHICAGO

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

COLLEGE BOUND OPPORTUNITIES

2033 N MILWAUKEE AVE 246
RIVERWOODS,IL60015
NONE   SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 359

COLLEGE BOUND OPPORTUNITIES - SPONSOR SUMMER EVENT

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

COMMUNITY PARTNERS FOR AFFORDABLE HOUSING

800 S MILWUAKEE AVE 201
LIBERTYVILLE,IL60048
NONE   HOUSING ASSISTANCE 1,000

CONNECTIONS FOR THE HOMELESS

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

CRADLES TO CRAYONS

2500 W BRADLEY PLACE
CHICAGO,IL60618
NONE   CHILDRENS SERVICES 1,000

DANA FARBER CANCER INSTITUTE PAN-MASS CHALLENGE - SHAWN HAWTHORNE RACE

450 BROOKLINE AVE
BOSTON,MA02215
NONE   CANCER RESEARCH 103

EDIFYE - UNDISCOVERED SHOWCASE SPONSOR

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006
NONE   GENERAL SUPPORT 2,500

ERIE FAMILY HEALTH FOUNDATION

1701 WEST SUPERIOR STREET 3RD FLOOR
CHICAGO,IL60622
NONE   HEALTHCARE 15,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL60026
NONE   SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 3,500

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL60026
NONE   SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 1,000

EVANSTON SCHOLARS

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

EVANSTON SCHOLARS - SPONSOR SPRING POMP EVENT

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

FACING FORWARD TO END HOMELESSNESS

642 N KEDZIE AVE
CHICAGO,IL60612
NONE   HOMELESS PERSONS CENTERS, SERVICES 2,500

FORWARD FOR TOBI FOUNDATION

318 W HALF DAY RD 206
BUFFALO GROVE,IL60089
NONE   CANCER SUPPORT 250

FRIENDS OF THE IDF (FIDF)

29 E MADISON ST
CHICAGO,IL60602
NONE   INTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY 2,500

FRIENDS OF THE IDF (FIDF)

29 E MADISON ST
CHICAGO,IL60602
NONE   INTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY 2,575

GASTRIC CANCER FOUNDATION

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

GENDER COOL PROJECT

2070 GREEN BAY ROAD STE 153
HIGHLAND PARK,IL60035
NONE   SOCIAL SUPPORT 500

GENDER COOL PROJECT

2070 GREEN BAY ROAD STE 153
HIGHLAND PARK,IL60035
NONE   SOCIAL SUPPORT 2,650

GI RESEARCH FOUNDATION - GOLF CART SPONSOR

2070 GREEN BAY RD STE 167
HIGHLAND PARK,IL60035
NONE   DIGESTIVE DISEASE RESEARCH 3,100

GIRL FORWARD - JOURNEY'S EVENT SPONSOR

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

GLOBAL GIVING - HURRICANE MELISSA RELIEF FUND - JAMAICA

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

GRATITUDE GENERATION

815 ROSEMARY TERRACE
DEERFIELD,IL60015
NONE   PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL 2,420

GRATITUDE GENERATION

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

GRATITUDE GENERATION - GALA SPONSOR

815 ROSEMARY TERRACE
DEERFIELD,IL60015
NONE   PHILANTHROPY, CHARITY, VOLUNTARISM PROMOTION, GENERAL 2,109

GRATITUDE GENERATION - PICKLEBALL SPONSOR

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

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632
NONE   FOOD BANKS, FOOD PANTRIES 20,000

HALLEE 225

229 PARK AVE
HIGHLAND PARK,IL60035
NONE   COMMUNITY SUPPORT 500

HEART OF THE CITY - BAGS TOURNAMENT SPONSOR

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

HEART OF THE CITY - GALA SPONSOR

114 S GENESEE ST SUITE 303
WAUKEGAN,IL60085
NONE   YOUTH SPORTS / SOCIAL SERVICE 1,500

HELLO BABY - KROESCHELL OUTING SPONSOR

600 E 61ST ST
CHICAGO,IL60637
NONE   SOCIAL SUPPORT 3,012

HIGHLAND PARK COMMUNITY FOUNDATION

PO BOX 398
HIGHLAND PARK,IL60035
NONE   COMMUNITY SUPPORT 20,000

HIGHLAND PARK COMMUNITY FOUNDATION

PO BOX 398
HIGHLAND PARK,IL60035
NONE   COMMUNITY SUPPORT 800

HIGHLAND PARK FIREFIGHTERS ASSOCIATION

PO BOX 401
HIGHLAND PARK,IL60035
NONE   FIREFIGHTER APPRECIATION 250

HIGHWOOD LIBRARY & COMMUNITY CENTER

PO BOX 401
HIGHLAND PARK,IL60035
NONE   PUBLIC LIBRARY - COMMUNITY SUPPORT 1,000

HONOR FLIGHT AUSTIN

5600 BURNET RD
AUSTIN,TX78756
NONE   VETERAN SERVICES 500

HP COMMUNITY EARLY CHILDHOOD CENTER

640 RIDGE RD
HIGHLAND PARK,IL60035
NONE   EARLY EDUCATION 1,000

ILLINOIS HOLOCAUST MUSEUM

9603 WOODS DRIVE
SKOKIE,IL60077
NONE   EDUCATION 2,500

ILLINOIS PGA FOUNDATION - GOLF (GREATER ORGANIZATION FOR THE LESS FORTUN

1 BRIAR ROAD
GOLF,IL60029
NONE   COMMUNITY SUPPORT 625

INSTITUTE FOR NONVIOLENCE CHICAGO

6407 S HONORE STREET
CHICAGO,IL60636
NONE   COMMUNITY SUPPORT - VIOLENCE PROVENTION 5,000

JCC CAMP INTERLAKEN

7050 OLD HWY 70
EAGLE RIVER,WI54521
NONE   GENERAL SUPPORT 3,500

JCFS CHICAGO

230 W MONROE ST 1100
CHICAGO,IL60606
NONE   SOCIAL SERVICES 5,000

JEWISH FEDERATION OF LOS ANGELES - LA WILD FIRES

6505 WILSHIRE BLVD
LOS ANGELES,CA90048
NONE   COMMUNITY SUPPORT - 2025 WILDFIRES 1,000

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY10021
NONE   INTERNATIONAL SUPPORT - ISRAEL 10,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

42 EAST 69TH STREET
NEW YORK,NY10021
NONE   RELIGIOUS, VARIOUS SERVICES 60,000

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

42 EAST 69TH STREET
NEW YORK,NY10021
NONE   RELIGIOUS, VARIOUS SERVICES 439

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

42 EAST 69TH STREET
NEW YORK,NY10021
NONE   RELIGIOUS, VARIOUS SERVICES 10,000

JOSSELYN

1135 SKOKIE BLVD
NORTHBROOK,IL60062
NONE   SOCIAL SERVICES / MENTAL HEALTH 5,000

LADIES OF VIRTUE

1245 S MICHIGAN SUITE 149
CHICAGO,IL60605
NONE   YOUTH DEVELOPMENT 2,500

LAKE COUNTY COMMUNITY FOUNDATION

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

LEUKEMIA AND LYMPHOMA SOCIETY - KIM SCHWAB MARATHON RUN FOR MARNI RABEN

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

LEUKEMIA AND LYMPHOMA SOCIETY - SANDY FEUER

3 INTERNATIONAL DR 200
RYE BROOK,NY10573
NONE   CANCER - BLOOD 250

LOS ANGELES FIRE DEPARTMENT FOUNDATION - LA WILD FIRES

230 W MONROE ST 1100
CHICAGO,IL60606
NONE   FIREFIGHTER SUPPORT - 2025 WILDFIRES 1,000

MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018
NONE   EMERGENCY SUPPORT - ISRAEL 5,000

MARK YOUR PATH FORWARD FOUNDATION

PO BOX 114
ELK GROVE VILLAGE,IL60009
NONE   FIREFIGHTER SCHOLARSHIP SUPPORT 250

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607
NONE   CHILDREN SERVICES 1,100

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607
NONE   CHILDREN SERVICES 500

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607
NONE   CHILDREN SERVICES 3,138

MERCY HOME FOR BOYS AND GIRLS - LUX SPONSOR

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

MERCY HOME FOR BOYS AND GIRLS - POKER NIGHT SPONSORSHIP

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

MERCY HOME FOR BOYS AND GIRLS - ST PATRICKS DAY SPONSOR

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

METROPOLITAN FAMILY SERVICES - COMMUNITY PARTNERS FOR PEACE

1 NORTH DEARBORN ST SUITE 1000
CHICAGO,IL60602
NONE   HUMAN SERVICES - VIOLENCE PREVENTION 25,000

MISERICORDIA

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

MOTHERS TRUST FOUNDATION

6300 N RIDGE
CHICAGO,IL60660
NONE   CHILDREN SERVICES 5,000

MOTHERS TRUST FOUNDATION - SUMMER CAMP CAMPAIGN

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

NATIONAL MS SOCIETY - JOE PADORR BIKE MS TOUR DE FARMS 2025

733 THIRD AVENUE
NEW YORK,NY10017
NONE   MULTIPLE SCLEROSIS RESEARCH 265

NATIONAL MS SOCIETY - SHAWN HAWTHORNE RACE - MA

733 THIRD AVENUE
NEW YORK,NY10017
NONE   MULTIPLE SCLEROSIS RESEARCH 265

NEW HYTES - IN MEMORY OF JEFF DAWSON

PO BOX 2928
NEW HAVEN,CT06515
NONE   CHILDREN RECRETAION 250

NORTH SUBURBAN LEGAL AID CLINIC - SPONSOR SPRING EVENT

1130 KILDAIRE FARM RD SUITE 100
CARY,NC27511
NONE   LEGAL AID SERVICES 20,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN CT
GENEVA,IL60134
NONE   FOOD BANKS, FOOD PANTRIES 20,000

NOVA TRIBE COMMUNITY ASSOCIATION FUND

575 MADISON AVE STE 703
NEW YORK,NY10022
NONE   COMMUNITY SUPPORT 1,800

OPERATION DREAM NORTH

PO BOX 1764
OSHKOSH,WI54903
NONE   SOCIAL SERVICES - CHILDREN 1,000

OXFAM

77 NORTH WASHINGTON ST STE 500
BOSTON,MA02114
NONE   INTERNATIONAL RELIEF 2,500

PARTNERS IN HEALTH

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

REBECCA'S DREAM

600 N LAKE SHORE DR 512
CHICAGO,IL60611
NONE   MENTAL HEALTH 1,000

RESPIRATORY HEALTH ASSOCIATION - MITCH WEINBERGER

1440 W WASHINGTON BLVD
CHICAGO,IL60607
NONE   HEALTH & WELLNESS - LUNG SUPPORT 250

RISE AGAINST HUNGER

3733 NATIONAL DR 200
RALEIGH,NC27612
NONE   GLOBAL HUNGER 8,035

ROLFE PANCREATIC CANCER FOUNDATION

4255 N HONORE ST STE 209
CHICAGO,IL60613
NONE   CANCER RESEARCH - PANCREATIC 2,844

ROLFE PANCREATIC CANCER FOUNDATION - DASH FOR DETECTION SPONSOR

4255 N HONORE ST STE 209
CHICAGO,IL60613
NONE   CANCER RESEARCH - PANCREATIC 2,000

ROLFE PANCREATIC CANCER FOUNDATION - FALL GALA SPONSOR

4255 N HONORE ST STE 209
CHICAGO,IL60613
NONE   CANCER RESEARCH - PANCREATIC 2,500

SIMON WIESENTHAL CENTER

1399 SOUTH ROXBURY DR
LOS ANGELES,CA90035
NONE   CIVIL RIGHTS, SOCIAL ACTION 3,500

SPARK VENTURES

208 S LASALLE ST SUITE 1670
CHICAGO,IL60604
NONE   INTERNATIONAL RELIEF 6,218

SPARK VENTURES

208 S LASALLE ST SUITE 1670
CHICAGO,IL60604
NONE   INTERNATIONAL RELIEF 4,612

SPARK VENTURES - FALL GALA SPONSOR

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

SPARK VENTURES - SPONSOR SPRING EVENT

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

SPECIAL OLYMPICS OF ILLINOIS

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

STAND UP TO CANCER - SCHOTTENSTEIN SWIM FOR SARA

PO BOX 843721
LOS ANGELES,CA90084
NONE   CANCER RESEARCH 1,100

STAND WITH US

PO BOX 341069
LOS ANGELES,CA90034
NONE   CIVIL RIGHTS, SOCIAL ACTION 1,000

STRIDES FOR PEACE - RACE SPONSOR

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

SUNSHINE ENTERPRISES

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

SUNSHINE ENTERPRISES

503 E 61ST ST
CHICAGO,IL60637
NONE   POVERTY 100

SUNSHINE ENTERPRISES NEXT LEVEL EXCHANGE

503 E 61ST ST
CHICAGO,IL60637
NONE   POVERTY 10,000

THE ARK

6450 N CALIFORNIA AVE
CHICAGO,IL60645
NONE   SOCIAL SERVICES - SENIORS 3,600

THE LIFE YOU CAN SAVE - EVIDENCE ACTION

PO BOX 2135
NOVATO,CA94948
NONE   INTERNATIONAL RELIEF & SUPPORT 1,000

THE LIFE YOU CAN SAVE - GENERAL FUND

PO BOX 2135
NOVATO,CA94948
NONE   INTERNATIONAL RELIEF & SUPPORT 2,500

UNITED WAY OF METRO CHICAGO - CHICAGO FUND FOR SAFE & PEACEFUL COMMUNITIES

222 MERCHANDIZE MART PLAZA STE 633
CHICAGO,IL60654
NONE   HUMAN SERVICES - VIOLENCE PREVENTION 25,000

UNIVERSITY OF CHICAGO - CANCER FUND

5841 S MARYLAND AVE
CHICAGO,IL60637
NONE   CANCER MEDICAL RESEARCH / SUPPORT 2,500

UNIVERSITY OF WISCONSIN FOUNDATION - WICHMAN SCHOLARSHIP FUND

184 LEONARD WOOD S 208
HIGHLAND PARK,IL60035
NONE   EDUCATION 2,500

UPTOWN MUSIC THEATER - HAIRSPRAY SPONSOR

US BANK LOCK BOX 78807
MILWAUKEE,WI53278
NONE   COMMUNITY THEATRE, SCHOLARSHIPS, STUDENT FINANCIAL AID SERVICES, AWARDS 1,000

VETERANS OF FOREIGN WARS

406 W 34TH ST
KANSAS CITY,MO64111
NONE   VETERAN SUPPORT 1,000

VIETNAM VETERANS MEMORIAL FUND

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

VILLAGE ENTERPRISE

1180 SAN CARLOS AVE 222
SAN CARLOS,CA94070
NONE   INTERNATIONAL RELIEF 3,500

WEST SUBURBAN HUMANE SOCIETY

1901 OGDEN AVE
DOWNERS GROVE,IL60515
NONE   ANIMAL PROTECTION AND WELFARE 2,591

WEST SUBURBAN HUMANE SOCIETY

1901 OGDEN AVE
DOWNERS GROVE,IL60515
NONE   ANIMAL PROTECTION AND WELFARE 1,036

WISCONSIN HUMANE SOCIETY - REID WICHMAN

4500 WEST WISCONSIN AVENUE
MILWAUKEE,WI53208
NONE   ANIMAL PROTECTION AND WELFARE 200

WORKING TOGETHER

1005 CENTRAL AVE
HIGHLAND PARK,IL60035
NONE   COMMUNITY SUPPORT 500

WORKING TOGETHER

1005 CENTRAL AVE
HIGHLAND PARK,IL60035
NONE   COMMUNITY SUPPORT 500

WORLD CENTRAL KITCHEN - LA WILD FIRES

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001
NONE   FOOD RELIEF 1,000

WOUNDED WARRIOR PROJECT

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

YOUTH GUIDANCE

1 N LASALLE STREET SUITE 900
CHICAGO,IL60602
NONE   COUNSELING, MENTAL HEALTH, MENTORING 2,500

YOUTH GUIDANCE

1 N LASALLE STREET SUITE 900
CHICAGO,IL60602
NONE   COUNSELING, MENTAL HEALTH, MENTORING 2,500

SCHOLARSHIP AMERICA - FOR THE EMPLOYEES OF TWIN ORCHARD COUNTRY CLUB

7900 INTERNATIONAL DRIVE STE 500
MINNEAPOLIS,MN55425
NONE   EDUCATION 1,021
Total ................................. 3a 503,101
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 27,784  
4 Dividends and interest from securities ....     14 186,504  
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 ............
    18 322,927  
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) .. 0 537,215 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
537,215
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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
 
 
 
 

$  


(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 2025 AccountingFeesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,200 0   3,200

TY 2025 InvestmentsCorpBondsSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Name of Bond End of Year Book Value End of Year Fair Market Value
AB CORE BOND PORTFOLIO SCB 1,331,979 1,256,120
AB GLOBAL BOND FUND- ADV 1,320,080 1,256,017

TY 2025 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 481,186 534,679
AB DISCOVERY GRWTH FUND- AD 119,764 119,519
AB DISCOVERY VALUE-ADV 147,735 146,560
AB EMERGING MARKETS PORT 95,868 119,032
AB INTERNATIONAL SMALL CAP PORTFOLIO - ADV CL 184,215 216,636
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL 1,055,485 1,315,731
AB SMALL CAP CORE PORTFOLIO ADV CL 108,837 104,936
ABFIS- GOVT MONEY MARKET CLASS 1 148 148
ALPHABET INC-CL C 89,146 203,342
AMAZON.COM INC 125,245 163,651
AMEREN CORPORATION 21,129 22,868
AMERICAN ELECTRIC POWER 31,626 37,937
APPLE INC 78,911 157,679
APPLIED MATERIALS INC 22,267 30,839
ASML HOLDING NV-NY REG SHS 13,503 13,908
AUTOZONE INC 29,759 37,307
BAKER HUGHES CO 20,922 25,730
BANK OF AMERICA CORP 40,265 56,430
BOOZ ALLEN HAMILTON HOLDINGS 13,993 11,389
BROADCOM INC 49,154 108,329
CAPITAL ONE FINANCIAL CORP 38,452 41,686
COCA-COLA CO/THE 38,212 42,575
CORTEVA INC 28,104 32,241
COSTCO WHOLESALE CORP 6,495 8,623
CSX CORP 38,704 43,391
DEERE & CO 33,439 35,383
DIGITAL REALTY TRUST INC 24,631 21,505
DOLLAR TREE INC 21,625 27,308
EATON CORP PLC 26,390 43,317
ELI LILLY & CO 23,370 27,942
EOG RESOURCES INC 39,220 38,644
EVEREST GROUP LTD 19,155 20,022
EXTRA SPACE STORAGE INC 25,681 23,049
GE VERNOVA INC 17,820 40,521
GOLDMAN SACHS GROUP INC 35,628 63,288
HEXCEL CORP 16,306 19,362
HOME DEPOT INC 31,101 36,475
HUBSPOT INC 23,708 17,657
HYATT HOTELS CORP - CL A 8,410 12,345
INTUIT INC 40,977 41,070
IQVIA HOLDINGS INC 41,055 44,406
LABCORP HOLDINGS INC 23,838 24,335
LINDE PLC 24,802 30,274
MARSH & MCLENNAN COS 21,319 19,851
MEDTRONIC PLC 36,064 36,215
MERCK & CO. INC. 32,858 30,736
META PLATFORMS INC-CLASS A 71,511 122,777
MICROSOFT CORP 142,875 259,704
MOTOROLA SOLUTIONS INC 22,405 21,083
NVIDIA CORP 77,198 258,489
NXP SEMICONDUCTORS NV 28,772 31,691
ORACLE CORP 29,737 46,778
OTIS WORLDWIDE CORP 25,560 26,292
PROGRESSIVE CORP 16,281 20,950
RTX CORPORATION 28,944 39,248
S&P GLOBAL INC 38,232 40,762
SCHWAB (CHARLES) CORP 54,235 72,335
SERVICENOW INC 17,569 15,472
STRYKER CORP 33,316 30,929
TAIWAN SEMICONDUCTOR-SP ADR 34,643 54,092
THERMO FISHER SCIENTIFIC INC 49,881 58,524
TJX COMPANIES INC 28,434 34,255
T-MOBILE US INC 26,172 31,471
UNITED RENTALS INC 20,281 22,661
UNITEDHEALTH GROUP INC 62,324 51,167
VERALTO CORP 25,791 25,244
VERTEX PHARMACEUTICALS INC 26,252 34,455
VISA INC-CLASS A SHARES 76,900 108,720
WALMART INC 36,265 58,379
WALT DISNEY CO/THE 57,640 63,939
WELLS FARGO & CO 39,783 65,333
WILLIS TOWERS WATSON PLC 18,575 20,045

TY 2025 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 510,828 430,748
OVERLAY B PORTFOLIO CLASS 1 AT COST 111,608 106,929

TY 2025 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 2025 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 15 0   15
BANK FEES 30 0   30
OFFICE EXPENSES 191 0   191


TY 2025 OtherIncreasesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Description Amount
NON-DIVIDEND DISTRIBUTION 885


TY 2025 OtherProfessionalFeesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 33,226 33,226   0


TY 2025 ReductionExplanationStatement
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Explanation:
1

TY 2025 SubstantialContributorsSch
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Name Address
CRAIG J LEVA 1773 SPRUCE STREET
HIGHLAND PARK,IL60035


TY 2025 TaxesSchedule
Name:
LEVA FAMILY FOUNDATION
EIN:
81-2973239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 4,647 4,647   0
FEDERAL ESTIMATED TAX PAYMENT 1,600 1,600   0